Financial Services Administrator Lead
2 days ago
Wealthtime, a division of Novia Financial plc, is seeking an experienced Client Services Administrator to join our team. As a key member of our operational team, you will be responsible for delivering exceptional customer service, processing high volumes of instructions with accuracy, and supporting queries and requests from Financial Adviser firms.
About UsWealthtime is a leading provider of wealth management services, committed to delivering exceptional customer experiences. Our team works closely with Financial Adviser firms and valued clients to build strong relationships and provide tailored solutions.
Job RequirementsTo succeed in this role, you must have excellent communication skills, empathy, and the ability to remain patient and calm under pressure. You should also possess problem-solving skills, product/service knowledge, adaptability, time management, conflict resolution, attention to detail, and professionalism.
Key Responsibilities:- Customer Service: Deliver exceptional customer service to Financial Adviser firms and valued clients
- Instruction Processing: Process high volumes of instructions with accuracy and attention to detail
- Query Resolution: Support queries and requests from Financial Adviser firms
- Relationship Building: Build strong relationships with valued clients
$55,000 - $65,000 per annum, depending on experience
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