Client Service Analyst - Platform Administrator - ISA / JISA / GIA / VCT
Morris Sinclair Recruitment
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
- 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
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