Client Service Analyst - Platform Administrator - ISA / JISA / GIA / VCT
other jobs MORRIS SINCLAIR RECRUITMENT LTD
Added before 7 Days
- England,South West,Dorset
- Full Time, Permanent
- £28,000 - £34,000 per annum
Job Description:
Full job description*Experienced Client Service / Platform Administrator with ISA/JISA/GIA/VCT
*Hybrid working - 3 days in with 2 days at home. modern offices, onsite parking
*Growing financial services provider offering career progression.
Client Service Analyst / Platform Administrator - ISA / JISA / GIA / VCT - Hybrid
Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels.
Offered on a a hybrid basis 3 days in the office / 2 days at home.
Key Responsibilities
The successful candidate will manage financial platforms administration for ISA / JISA / GIA / VCT products delivering exceptional customer service with minimal supervision once training successfully completed.
Prior financial services platform experience for ISA / JISA / GIA / VCT - is essential for this role.
Core responsibilities include:
*Experience of customer service and platform administration for financial services environments delivering ISA / JISA / GIA / VCT product range.
*Delivering accurate regulatory and client reporting
*Conducting daily banking reconciliations and processes
*Resolve product administration queries
*Contribute to process improvement initiatives
*Provide technical input on system enhancements
*Build and maintain strong relationships with clients
*Support strategic projects as needed
Required Experience & Qualities
*Proven administration and customer service in a financial services operations environment offering a range of financial products.
*Exceptional attention to detail with strong compliance awareness
*Outstanding written and verbal communication abilities
*Career focus on financial services progression
*Flexibility for occasional client site visits
*Resilience and composure in high-pressure situations
*Self-motivated with strong independent working capabilities
*Advanced organisational skills with ability to manage competing priorities
*Proficient with Microsoft Office applications
*Strong educational background, degree-level preferred
*Financial services qualifications advantageous
*Hybrid working - 3 days in with 2 days at home. modern offices, onsite parking
*Growing financial services provider offering career progression.
Client Service Analyst / Platform Administrator - ISA / JISA / GIA / VCT - Hybrid
Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels.
Offered on a a hybrid basis 3 days in the office / 2 days at home.
Key Responsibilities
The successful candidate will manage financial platforms administration for ISA / JISA / GIA / VCT products delivering exceptional customer service with minimal supervision once training successfully completed.
Prior financial services platform experience for ISA / JISA / GIA / VCT - is essential for this role.
Core responsibilities include:
*Experience of customer service and platform administration for financial services environments delivering ISA / JISA / GIA / VCT product range.
*Delivering accurate regulatory and client reporting
*Conducting daily banking reconciliations and processes
*Resolve product administration queries
*Contribute to process improvement initiatives
*Provide technical input on system enhancements
*Build and maintain strong relationships with clients
*Support strategic projects as needed
Required Experience & Qualities
*Proven administration and customer service in a financial services operations environment offering a range of financial products.
*Exceptional attention to detail with strong compliance awareness
*Outstanding written and verbal communication abilities
*Career focus on financial services progression
*Flexibility for occasional client site visits
*Resilience and composure in high-pressure situations
*Self-motivated with strong independent working capabilities
*Advanced organisational skills with ability to manage competing priorities
*Proficient with Microsoft Office applications
*Strong educational background, degree-level preferred
*Financial services qualifications advantageous
Job number 3838635
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