At a Glance
- Tasks: Process client data and manage interactions across systems with precision.
- Company: Established financial services firm known for excellence and support.
- Benefits: Competitive salary, hybrid work model, and professional development opportunities.
- Other info: Immediate start with excellent career growth potential.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 25000 - 28000 £ per year.
The hiring company is a well-established organisation operating in the financial services sector. Known for its structured processes and commitment to excellence, this medium-sized firm fosters a professional and supportive working environment.
Accurately and efficiently process client instructions and static data amendments, including changes to addresses, bank details, regular payment setups, ongoing fee updates, and online access maintenance. Manage daily interactions across internal and partner systems while consistently adhering to service level agreements (SLAs) and workflow processes. Ensure full compliance with departmental policies, procedures, and operational standards. Collaborate closely with teams and departments across the business to support smooth and effective operational processes. Maintain accurate document management practices, ensuring all documentation is scanned, stored, and archived in line with departmental procedures. Support the Operational Risk and Service Management teams in resolving queries and operational issues in a timely manner. Participate actively in the Appraisal and Development Scheme, contributing to continuous professional development. Escalate concerns, risks, or operational issues to the Line Manager promptly and appropriately. Consistently demonstrate the Firm's core Business Principles: Client Focus, Excellence, People, and Integrity.
Profile
- Previous experience within Financial Services is essential, with Wealth Management experience considered highly advantageous.
- Knowledge of investment products, wrappers, and investment platforms would be beneficial.
- Strong attention to detail with a high level of accuracy in all areas of work.
- Ability to work efficiently under pressure, manage competing priorities, and meet tight deadlines.
- A collaborative team player who can also work independently and adapt to changing business demands.
- Flexible approach with willingness to work additional hours during peak periods when required.
- Excellent written and verbal communication skills.
- Strong IT proficiency and confidence using multiple systems and applications.
- Proactive mindset with the ability to identify and implement process improvements and efficiencies.
- Previous experience in data entry and document checking is desirable.
- Prior customer or client service experience would be advantageous.
- Ability to commute to Northwich.
Job Offer
- Immediate start opportunity.
- 12-month Fixed Term Contract on offer.
- Competitive salary between 25,000 and 28,000 per annum.
- Hybrid working model offering flexibility.
- Opportunity to work in a professional and supportive environment in Northwich.
- Exposure to the financial services industry and its practices.
- Chance to contribute to meaningful projects within the Human Resources department.
If you're looking for a rewarding opportunity as a Client Data Administrator and wish to advance your career within the financial services industry, apply now!
Client Data Coordinator. Job in Barnton LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a Client Data Coordinator at this well-established financial services firm in Northwich, you will thrive in a professional and supportive environment that prioritises employee growth and development. With a competitive salary, hybrid working model, and a commitment to excellence, the company fosters a culture of collaboration and continuous improvement, making it an excellent employer for those seeking meaningful and rewarding careers in the financial sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Data Coordinator. Job in Barnton LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Data Coordinator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this firm emphasises client focus and integrity, think about how your experiences align with these principles. We want you to shine when you get that interview!
✨Tip Number 3
Show off your skills! If you have experience with data entry and document management, be ready to discuss specific examples. Highlighting your attention to detail and ability to work under pressure will make you stand out to potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Client Data Coordinator. Job in Barnton LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services and any relevant achievements that showcase your attention to detail and ability to manage competing priorities.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Client Data Coordinator role. Mention specific examples of how you've successfully processed client instructions or managed data in the past, and don’t forget to show your enthusiasm for working with us!
Showcase Your IT Skills:Since strong IT proficiency is key for this role, make sure to mention any systems or applications you’re familiar with. If you’ve implemented process improvements before, give us the details – we love a proactive mindset!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially if you've got experience in Wealth Management. Familiarise yourself with investment products and platforms, as this will show you're serious about the role and understand the industry.
✨Showcase Your Attention to Detail
Since the role requires a high level of accuracy, be prepared to discuss examples from your past where your attention to detail made a difference. Whether it’s catching an error in data entry or ensuring compliance with procedures, highlight those moments!
✨Demonstrate Team Spirit
This position involves collaboration across various teams, so be ready to share experiences where you worked effectively with others. Talk about how you’ve contributed to team success and how you handle conflicts or differing opinions.
✨Be Proactive and Adaptable
The company values a proactive mindset, so think of instances where you identified a problem and took the initiative to solve it. Also, be prepared to discuss how you adapt to changing priorities, especially during busy periods.
