client service administrator

NJR Recruitment

<p><strong>Client Review Administrator - IFA Firm</strong></p> <p><strong>£24,000 - £28,000</strong></p> <p><strong>Leicester Area </strong></p> <p><strong>Hybrid working </strong></p> <p>Benefits</p> <p>25 days holiday, plus bank holidays.</p> <p>Generous non-contributory pension scheme, commencing after three months' continuous service.</p> <p>Free death in service, subject to qualifying criteria, commencing after three months' continuous service.</p> <p>Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking.</p> <p>Dress down Fridays.</p> <p>NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review.</p> <p>Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development.</p> <p>Duties of the Client Review Team Administrator:</p> <p>" Make client appointments</p> <p>" Produce valuations</p> <p>" Prepare cash flow modelling (information gathering and understanding)</p> <p>" Prepare portfolio comparison analytics</p> <p>" Action fund switches</p> <p>" Carry out attitude to risk questionnaires</p> <p>" Prepare new and existing client appointment packs</p> <p>" Adviser diary management</p> <p>" Regular engagement with clients and providers via telephone, email and letter</p> <p>" Produce no action and fund switch suitability letters</p> <p>" Maintain clear and compliant records</p> <p>" General admin duties, scanning, photocopying, etc</p> <p>" Carry out other related duties when required</p> <p>" Attend departmental meetings and training</p> <p>Experience and Skills Required:</p> <p>" Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. </p> <p>" An understanding of regulations/compliance would be advantageous.</p> <p>" A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan).</p> <p>" Excellent customer facing interactions, good administration skills/phone manner and IT skills</p> <p>" Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.</p> <p>" Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change</p> <p>If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889</p>

Client Review Administrator

Ortus PSR

<p>IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time </p><p>Location: Cheltenham - Remote, 25 hours a week </p><p>Salary: £28,000 - £33,000 pro rata </p><p>Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. </p><p>Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. </p><p>Responsibilities </p><ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul><p>Requirements </p><ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services Administrator

Independent Resourcing Consultancy Ltd

A prestigious wealth management firm in Dubai is looking for a Wealth Management Administrator to provide administrative support for exceptional client service. The role involves managing client onboarding, maintaining records, and ensuring compliance with regulations. Candidates should have a degree in Finance or Business Administration and administrative experience in a financial services environment. This opportunity offers a dynamic work atmosphere and prospects for professional growth.

Wealth Management Administrator Dubai & Client Services

Wipro

<div>Job Description<p></p><div><div><ul><li><div><b><br>
</b><br>
</div></li></ul></div></div><div><div><div><div>Job Title: Administrator L1
</div></div></div></div><div><div><div><div>Req Id: 112893
</div></div></div></div><div><div><div><div>City: Goa
</div></div></div></div><div><div><div><div>State/Province: Goa
</div></div></div></div><div><div><div><div>Posting Start Date: 11/19/25
</div></div></div></div><div><div><div><div>Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients&rsquo; most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.
</div></div></div></div><div><div><div><div>Job Description:
<div><div><div><h2 class="jobSectionHeader"><b>Job Description
</b></h2></div><div><p><b>Role Purpose
</b></p><p>The purpose of the role is to resolve, maintain and manage client&rsquo;s software/ hardware/ network based on the service requests raised from the end-user as per the defined SLA&rsquo;s ensuring client satisfaction
</p></div></div><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div><div><p><b>Do
</b></p><ul><li><b>Ensure timely response of all the tickets raised by the client end user
</b></li><li>Service requests solutioning by maintaining quality parameters
</li><li>Act as a custodian of client&rsquo;s network/ server/ system/ storage/ platform/ infrastructure and other equipment&rsquo;s to keep track of each of their proper functioning and upkeep
</li><li>Keep a check on the number of tickets raised (dial home/ email/ chat/ IMS), ensuring right solutioning as per the defined resolution timeframe
</li><li>Perform root cause analysis of the tickets raised and create an action plan to resolve the problem to ensure right client satisfaction
</li><li>Provide an acceptance and immediate resolution to the high priority tickets/ service
</li><li>Installing and configuring software/ hardware requirements based on service requests
</li><li>100% adherence to timeliness as per the priority of each issue, to manage client expectations and ensure zero escalations
</li><li>Provide application/ user access as per client requirements and requests to ensure timely solutioning
</li><li>Track all the tickets from acceptance to resolution stage as per the resolution time defined by the customer
</li><li>Maintain timely backup of important data/ logs and management resources to ensure the solution is of acceptable quality to maintain client satisfaction
</li><li>Coordinate with on-site team for complex problem resolution and ensure timely client servicing
</li><li>Review the log which Chat BOTS gather and ensure all the service requests/ issues are resolved in a timely manner
</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div><div><p><b>Deliver
</b></p><div><div><div><div>No </div><div>Performance Parameter </div><div>Measure
</div></div><br>
<div><div>1. </div><div></div><div>100% adherence to SLA/ timelines
<br>
Multiple cases of red time
<br>
Zero customer escalation
<br>
Client appreciation emails<br>
</div></div><br>
</div></div></div></div><p></p><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div></div><div></div><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div></div></div></div></div></div></div><div></div><div><div><div><div>Mandatory Skills: Quality Management .<br>
<p></p>Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.</div></div></div></div></div><p></p>

Administrator L1

GovCIO

<div>
 <strong>
  Overview:
  <br/>
  <br/>
 </strong>
 GovCIO is currently hiring for a Client Systems Technical Support Administrator. This position will be located in Islamabad, Pakistan and will be an onsite position.
 <br/>
 <br/>
 <strong>
  Responsibilities:
  <br/>
  <br/>
 </strong>
 Provide systems administration support. The contractor shall:
 <br/>
 <br/>
 <ul>
  <li>
   Administer, install, operate and maintain AFCENT network and day-to-day technical operation of the Network Control Center (NCC)
  </li>
  <li>
   Work with AFCENT NOSC to integrate the deployed location&rsquo;s local network into the AFCENT Enterprise Network and support projects deployed by the NOSC
  </li>
  <li>
   Engineer, install and maintain network equipment to support new and emerging requirements
  </li>
  <li>
   Respond to and work with Client System Technicians (CSTs) and other base agencies to troubleshoot and resolve local area network and personal computer issues
  </li>
  <li>
   Provide responsive services, real-time network level configuration control, network restoration, quality control and performance standards, status reporting, Master Station Log (MSL), and other actions IAW SPIN-C
  </li>
  <li>
   Ensure network rights and privileges are commensurate with roles and responsibilities; do not delegate network rights and privileges without the approval of the NOSC or local communications squadron commander.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Provide Client Systems Technical Support. The Contractor Shall:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Provide Tier 1 support to resolve administrative and technical concerns with client/server devices
  </li>
  <li>
   Install, configure and operate client/server devices
  </li>
  <li>
   Provide OM&amp;S of hardware and software
  </li>
  <li>
   Provide client and server support services IAW SPIN-C, AFI 17-100, AFMAN 17-1301, AFGM2018-17-02 policies, procedures, certification and acceptance processes and TO-site specific local policies and procedures.
  </li>
  <li>
   Assist and provide continuity to the communications squadron&rsquo;s automated data processing equipment (ADPE) custodian and equipment custodian (EC) officer
  </li>
  <li>
   When requested, assist the unit EC with computer hardware and software inventories.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications:
  <br/>
  <br/>
 </strong>
 High School with 6 - 9 years (or commensurate experience)
 <br/>
 <br/>
 Clearance Required: Secret
 <br/>
 <br/>
 <strong>
  Required Skills And Experience:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   IAT-II Certification
  </li>
  <li>
   A+
  </li>
  <li>
   MCSA-Windows 10 or newer
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  One Or More Of The Following:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Modern Desktop Administrator Associate or Microsoft Certified: Azure Administrator Associate
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  One Or More Of The Following:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Microsoft Certified Systems Engineer (MCSE)- Core Infrastructure or Data Management and Analytics
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  6 Years&rsquo; Experience In:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   design, maintenance, and operation of small to medium networks administrating corporate or business' user accounts managing mail servers, printer servers, web servers, and/or firewalls; reviewing and recommending software applications as well as identifying hardware salient characteristics and any add on devices; systems management, monitoring and sustainment; hardware repair for servers, PCs, peripheral equipment; software installation, maintenance and sustainment
  </li>
  <li>
   Experience in analyzing and troubleshooting military networks, to include:
  </li>
  <li>
   Microsoft Enterprise Server 2008/2012 or later version; Microsoft Windows Operating Systems; Microsoft Exchange 2010/2013 (or later version) and other mail applications (local and remote); Microsoft Active Directory 2008/2012 or later version; Network server backup; DHCP, DNS, WINS, and domain controllers
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  1-2 Years&rsquo; Practical Experience In:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   installation, repair, and troubleshooting and maintenance of communications systems or equipment; installing/deleting client level software; diagnostic and troubleshooting of basic computer workstation; implementing/installing software patches, security fixes, and service release of workstation
   <br/>
   <br/>
  </li>
 </ul>
 #CTSS #TMK #SSG
 <br/>
 <br/>
 <strong>
  Company Overview:
  <br/>
  <br/>
 </strong>
 GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.
 <br/>
 <br/>
 But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?
 <br/>
 <br/>
 <strong>
  <strong>
   What You Can Expect
   <br/>
   <br/>
  </strong>
 </strong>
 <strong>
  Interview &amp; Hiring Process
  <br/>
  <br/>
 </strong>
 If you are selected to move forward through the process, here&rsquo;s what you can expect:
 <br/>
 <br/>
 <li>
  During the Interview Process
 </li>
 <ul>
  <li>
   Virtual video interview conducted via video with the hiring manager and/or team
  </li>
  <li>
   Camera must be on
  </li>
  <li>
   A valid photo ID must be presented during each interview
  </li>
  <li>
   During the Hiring Process
  </li>
  <ul>
   <li>
    Enhanced Biometrics ID verification screening
   </li>
   <li>
    Background check, to include:
   </li>
   <ul>
    <li>
     Criminal history (past 7 years)
    </li>
    <li>
     Verification of your highest level of education
    </li>
    <li>
     Verification of your employment history (past 7 years), based on information provided in your application
     <br/>
    </li>
   </ul>
  </ul>
 </ul>
 <strong>
  Employee Perks
  <br/>
  <br/>
 </strong>
 At GovCIO, We Consistently Hear That Meaningful Work And a Collaborative Team Environment Are Two Of The Top Reasons Our Employees Enjoy Working Here. In Addition, Our Employees Have Access To a Range Of Perks And Benefits To Support Their Personal And Professional Well-being, Beyond The Standard Company Offered Health Benefits, Including:
 <br/>
 <br/>
 <ul>
  <li>
   Employee Assistance Program (EAP)
  </li>
  <li>
   Corporate Discounts
  </li>
  <li>
   Learning &amp; Development platform, to include certification preparation content
  </li>
  <li>
   Training, Education and Certification Assistance*
  </li>
  <li>
   Referral Bonus Program
  </li>
  <li>
   Internal Mobility Program
  </li>
  <li>
   Pet Insurance
  </li>
  <li>
   Flexible Work Environment
  </li>
  <li>
   Available to full-time employees
   <br/>
   <br/>
  </li>
 </ul>
 Our employees&rsquo; unique talents and contributions are the driving force behind our success in supporting our customers, which ultimately fuels the success of our company. Join us and be a part of a culture that invests in its people and prioritizes continuous enhancement of the employee experience.
 <br/>
 <br/>
 <strong>
  We are an Equal Opportunity Employer.
 </strong>
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.
 <br/>
 <br/>
 <strong>
  Posted Pay Range
  <br/>
  <br/>
 </strong>
 The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an &ldquo;at-will position&rdquo; and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.
 <br/>
 <br/>
 Posted Salary Range: USD $71,150.00 - USD $101,225.00 /Yr.
</div>


Client Systems Technical Support Administrator

Knightsbridge Group

<div>
 <p>
  Reports to: Director of Legal and Compliance
 </p>
 <p>
  Department: Corporate Services / Legal &amp; Compliance
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Purpose
  </strong>
 </p>
 <p>
  The Corporate Services Administrator is responsible for the day-to-day administration and maintenance of legal entities (companies, foundations, trusts, SPVs), ensuring full compliance with statutory, regulatory, and internal governance requirements. This role supports the efficient operation of corporate structures and acts as a key liaison between clients, service providers, and internal departments.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  1. Entity Administration
 </p>
 <ul>
  <li>
   Maintain and update company registers (shareholders, directors, officers, UBOs)
  </li>
  <li>
   Prepare and file statutory documents (e.g., annual returns, amendments, resolutions)
  </li>
  <li>
   Coordinate incorporations, liquidations, and corporate changes (e.g., change of name, address, directorship) and bank accounts openings
  </li>
  <li>
   Maintain entity records both electronically and in hard copy
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  2. Compliance &amp; Governance
 </p>
 <ul>
  <li>
   Monitor and manage filing deadlines to ensure timely compliance (e.g., license renewals, ESR, FATCA, CRS, etc.)
  </li>
  <li>
   Support KYC/AML onboarding and periodic reviews in accordance with internal policies
  </li>
  <li>
   Liaise with legal, tax, and compliance teams to ensure adherence to local and international regulatory frameworks
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  3. Document Management
 </p>
 <ul>
  <li>
   Draft board and shareholder resolutions, minutes, notices, powers of attorney, and corporate certificates
  </li>
  <li>
   Coordinate the execution and legalization of documents (e.g., notarization, apostille)
  </li>
  <li>
   Archive and manage corporate documents in line with record retention policies
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  4. Client &amp; Stakeholder Liaison
 </p>
 <ul>
  <li>
   Serve as point of contact for clients, service providers, registered agents, regulators, and banks
  </li>
  <li>
   Respond to client queries regarding their entities in a timely and professional manner
  </li>
  <li>
   Support onboarding of new clients/entities and manage internal setup
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  5. Reporting &amp; Systems
 </p>
 <ul>
  <li>
   Maintain accurate data in corporate systems
  </li>
  <li>
   Generate compliance or management reports as required
  </li>
  <li>
   Assist with audits, regulatory inspections, or internal reviews
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications &amp; Experience
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Requirement Details
 </p>
 <p>
  Education Diploma or Bachelor&rsquo;s degree in Law, Administration, Business, Finance, or related field
 </p>
 <p>
  Experience 2&ndash;5 years in corporate services, company secretarial, trust administration, or legal admin
 </p>
 <p>
  Language Fluent in English (written &amp; spoken); additional languages a plus
 </p>
 <p>
  Tools Familiarity with company registry platforms and entity management systems
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Skills &amp; Competencies
  </strong>
 </p>
 <ul>
  <li>
   Strong knowledge of corporate law and entity governance (local &amp; offshore)
  </li>
  <li>
   Excellent organizational and document-handling skills
  </li>
  <li>
   Attention to detail and ability to meet tight deadlines
  </li>
  <li>
   Professional communication and client service
  </li>
  <li>
   Discretion and confidentiality
  </li>
  <li>
   Ability to work independently and as part of a team
  </li>
  <li>
   Proactive and solution-oriented mindset
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Preferred Experience
  </strong>
 </p>
 <ul>
  <li>
   Working knowledge of regulatory frameworks in DIFC, DED, Dubai Freezones, global corporate services
  </li>
  <li>
   Familiarity with international compliance regimes (ESR, FATCA, CRS, GDPR)
  </li>
  <li>
   Experience in a trust company, corporate service provider, law firm, or family office.
  </li>
  <li>
   Proficient in drafting and reviewing resolutions, company minutes, filings, and legal correspondence
  </li>
  <li>
   Professional Development Encouraged
  </li>
  <li>
   STEP Membership (Society of Trust and Estate Practitioners)
  </li>
  <li>
   ICSA/CGI (Chartered Governance Institute) certifications
  </li>
  <li>
   Ongoing AML/KYC or regulatory training
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Skills &amp; Competencies
  </strong>
 </p>
 <p>
  Professionalism: Discreet, polished, and capable of handling confidential information with integrity
 </p>
 <p>
  Client Service Orientation: White-glove approach to internal and external client management
 </p>
 <p>
  Attention to Detail: High accuracy in record-keeping, document preparation, and deadline tracking
 </p>
 <p>
  Communication: Clear and refined written and verbal communication; strong interpersonal etiquette
 </p>
 <p>
  Time Management: Ability to manage multiple priorities under tight timelines with grace and precision
 </p>
 <p>
  Teamwork: Collaborative, culturally aware, and adaptable to dynamic, high expectation environments
 </p>
 <p>
  Technology Proficiency: Skilled in Microsoft Office Suite; comfortable with databases and workflow tools
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Personal Style &amp; Values
  </strong>
 </p>
 <ul>
  <li>
   Impeccable presentation and communication
  </li>
  <li>
   Poised under pressure and used to dealing with demanding clientele
  </li>
  <li>
   Takes pride in discretion, trustworthiness, and service excellence
  </li>
  <li>
   Strong understanding of client confidentiality and reputation sensitivity
  </li>
  <li>
   Culturally aware and globally minded
  </li>
 </ul>
</div>


Corporate Services Administrator

Zurich Insurance

<p>As Customer Service &amp; Administrator, your role will involve:</p>
<ul>
<li>Sets and achieves targets to maintain productivity, efficiency and quality standards.</li>
<li>They meet the requirements of their customers, build and maintain excellent customer relationships through processing a range of tasks and services, while demonstrating knowledge of relevant systems, products, processes, and procedures.</li>
<li>They contribute to a positive and supportive team culture, and demonstrate clear adherence to customer focus, and work collaboratively across all operational areas.</li>
<li>They take personal responsibility for resolving basic queries from customers and agents.</li>
<li>They help identifying and taking forward continuous improvement opportunities.</li>
</ul>

Customer Service & Administrator

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