Client Services Administrator
Client Services Administrator

Client Services Administrator

Bath Temporary 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers with top-notch administrative tasks and ensure accuracy in a fast-paced environment.
  • Company: Join Servaada, a Wipro company, known for its award-winning client services in the financial sector.
  • Benefits: Enjoy a 12-month fixed-term contract with opportunities for personal development and career progression.
  • Why this job: Be part of a dynamic team making a real impact while gaining valuable experience in financial services.
  • Qualifications: Good academic record, computer skills, attention to detail, and strong communication abilities required.
  • Other info: Servaada values diversity and inclusion, welcoming all applicants to join their global family.

The predicted salary is between 28800 - 43200 £ per year.

About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.

About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which process high volumes of instructions ensuring all work is completed right first time, every time. The role is a fixed-term contract for 12 months, providing an excellent opportunity to gain significant experience and make a meaningful impact within a dynamic team.

Key Responsibilities:

  • Customer Service – Provide award-winning administrative support to Financial Adviser firms migrating and bringing new business
  • Accuracy – Maintain accuracy and accountability in an expanding and fast-paced environment
  • Teamwork – Recognise the importance of working together as a team to maximise team, department, and company results
  • Knowledge - Achieve and actively maintain skills and knowledge of the financial services industry. Focus on sharing knowledge and skills to continue to develop the team and its effectiveness
  • Development - Develop new processes and challenging existing ones to maximise efficiency and accuracy. Focus on personal development to achieve industry and career progression
  • Rules and Regulations – Utilise awareness of FCA regulations and the risks involved within the financial services industry to adhere to company procedures. Working within the relevant Service Level Agreements (SLAs) to exceed industry-standard expectations

Skills, Qualifications and Experience:

Essential:

  • Good academic record
  • Computer literate (Outlook, Word and Excel)
  • Good attention to detail
  • Excellent interpersonal and communication skills
  • Ability to work well individually and as part of a team
  • Ability to work well under pressure and to tight deadlines

Desirable:

  • Have Wrap platform knowledge and/or experience
  • Have a Financial Services qualification (E.g. IOC or CII)
  • Understand Model Portfolios
  • Have a high-level understanding of trading (this role does not involve trading but having a high-level understanding would be beneficial)

Application of Individual Conduct Rules:

  • Standard of conduct is reasonable under all circumstances relating to
  • Must act with integrity
  • Must act with due skill, care and diligence
  • Must be open and cooperative with the FCA and other regulators
  • Must pay due regard to the interests of customers and treat them fairly
  • Must observe proper standards of market conduct

Equal Opportunities: Servaada is an advocate for positive change and conscious inclusion. As a global employer, we strive to create a diverse Wipro family by remaining committed to the development of our culture, diversity, equality, and inclusion in the workplace. All applicants welcome.

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Contact Detail:

Wipro Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Administrator

✨Tip Number 1

Familiarise yourself with the FCA regulations and the financial services industry. Understanding these rules will not only help you in the interview but also demonstrate your commitment to compliance and integrity, which are crucial for the role.

✨Tip Number 2

Highlight your teamwork skills during networking opportunities or interviews. Since the role emphasises collaboration, sharing examples of how you've successfully worked in teams can set you apart from other candidates.

✨Tip Number 3

If you have experience with Wrap platforms or any relevant financial services qualifications, make sure to mention them in conversations with recruiters or during interviews. This knowledge can give you an edge over other applicants.

✨Tip Number 4

Prepare to discuss how you handle pressure and tight deadlines. The ability to maintain accuracy in a fast-paced environment is key for this role, so be ready to share specific examples of how you've managed similar situations in the past.

We think you need these skills to ace Client Services Administrator

Customer Service Skills
Attention to Detail
Interpersonal Skills
Communication Skills
Teamwork
Ability to Work Under Pressure
Time Management
Computer Literacy (Outlook, Word, Excel)
Knowledge of FCA Regulations
Process Development
Financial Services Knowledge
Wrap Platform Knowledge
Understanding of Model Portfolios
High-Level Understanding of Trading
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Client Services Administrator role. Emphasise your attention to detail, customer service experience, and ability to work under pressure.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Servaada that resonate with you and how your background makes you a great fit for their team.

Highlight Relevant Skills: In your application, clearly outline your computer literacy, communication skills, and teamwork abilities. If you have any knowledge of FCA regulations or financial services qualifications, be sure to include those as well.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.

How to prepare for a job interview at Wipro

✨Research the Company

Before your interview, take some time to learn about Servaada and its role within Wipro. Understanding their services, values, and recent news will help you tailor your answers and show genuine interest.

✨Highlight Your Attention to Detail

Given the emphasis on accuracy in this role, be prepared to discuss specific examples from your past experiences where your attention to detail made a difference. This could be in previous jobs or academic projects.

✨Demonstrate Teamwork Skills

Since teamwork is crucial for this position, think of instances where you successfully collaborated with others. Be ready to explain how you contributed to team goals and how you handle conflicts.

✨Familiarise Yourself with FCA Regulations

Understanding the basics of FCA regulations will set you apart from other candidates. Brush up on key regulations relevant to the financial services industry and be prepared to discuss how they impact client services.

Client Services Administrator
Wipro

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