Client Services Specialist

1 week ago

Bath, United Kingdom Novia Financial Full time

**Client Services Specialist**

**Department: Customer Operations**

**Reports to: Team leader**

**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)**

**Salary: £21,680 - £27,000 (depending on experience) + Bonus + Excellent Benefits**

About us

**Join our Dynamic Team as a Client Services Specialist and be part of our Multi-Award-Winning**
**Company**

Are you passionate about delivering operational excellence and believe in putting the customer at the heart
of everything you do? At Novia, we take pride in being a Multi-Award-Winning financial technology company,
renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity,
Nurture Each Other, and Simply Get Going—guide us in our journey.

With new ownership since 2021 and substantial investments of over £17m into the business, Novia is on an
exciting growth trajectory. As one of our valued Client Services Specialists, you will play a vital role in our
continued success. Join our team of around 350 dedicated employees and become part of a company that is

making waves in the industry.

About the role 

Master Operational Excellence: Be the orchestrator of success, handling high volumes of instructions
with seamless grace, all while delivering customer service that's second to none. 

Foster Unbreakable Bonds: Use your detail-oriented approach to create lasting relationships with
Financial Adviser firms. Your excellence won't just be a commitment; it'll be a statement. 

Be the Vanguard of Our Reputation: Your invaluable contributions will elevate Novia as a beacon of
quality in the financial sector. 

Be the Spine of Adviser Administration: Support our partners on the Novia platform, providing a
stable backbone for all their needs. 

Craft Customer Connections: Forge trust and confidence with Financial Advisers and clients. With you,
they're not just customers; they're partners. 

Orchestrate New Investments: Let your precision shine as you navigate complex tasks with finesse
and meticulous care. 

Be the Face of Customer Commitment: Provide unmatched service that's so exceptional, clients won't
just stay; they'll insist on coming back. 

Champion Quality Assurance: Oversee the flawless completion of all processing. No task too small; no
detail overlooked. 

that resonate. 

Uphold the Gold Standard: Adhere to all regulations, ensuring we meet and exceed the expectations
of the Financial Conduct Authority (FCA). 

Foster Team Synergy: Embrace collaboration, unlocking synergies across teams, departments, and
the entire company. 

Lead Continuous Improvement: Be the change-maker, introducing innovations that elevate efficiency
and accuracy. 

Ensure Compliance with SLAs: Act as the guardian of our commitments, keeping everything aligned
with Service Level Agreements.

About you (what we’re looking for)

If you thrive in a fast-paced environment, effortlessly meet tight deadlines, and possess strong attention to
detail, you're the perfect fit for our team. As an excellent communicator, you'll utilise your proficiency in
will set you apart.

While relevant experience working within Financial Services or a relevant qualification within the industry
would be beneficial, our comprehensive training ensures you have the tools to succeed.

Essential: 

Office administration and or operational processing experience. 

Excellent communication skills, both in writing and speaking. 

Proactive teamwork and individual initiative.

Desirable: 

1-2 years’ experience working within financial services. 

Familiarity with Wrap platform 

Financial services qualifications (e.g., IOC or CII). 

Insight into trading or Model Portfolios

Core Competencies 

at all times. 

**Operational Excellence**: Continually delivering and improving excellence for all clients and customers. 

**Client and Customer Focus**: Add value to client/customer, adhere to Treating Customers Fairly
principles, and operate as a true business partner. 

**Communication**: Communicate clearly and concisely, tailoring content and style, with ability to make
a positive impression on others. 

opportunities to contribute to policy and best practice. 

**Working with others**: Working successfully with others and building a network of good relationships
in order to achieve shared goals. 

**Performance Focus**: Demonstrate energy and enthusiasm, takes ownership, delivers results and
improves personal performance.

Rewards and Benefits 

Enjoy the best of both worlds with our hybrid working arrangement, providing you with the freedom to
work from home and collaborate in our vibrant Bath office. 

Benefit from a competitive salary package, including an annual discretionary bonus, as a reward for
your hard work and dedication. 

Take advantage of our generous holiday allowance of 34 days per calendar year, including inclusive
bank holidays,

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