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>City: Mumbai
</div></div></div></div><div><div><div><div>State/Province: Maharashtra
</div></div></div></div><div><div><div><div>Posting Start Date: 12/31/25
</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&Atilde;&cent;&Acirc;&Acirc;s software/ hardware/ network based on the service requests raised from the end-user as per the defined SLA&Atilde;&cent;&Acirc;&Acirc;s ensuring client satisfaction
</p></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</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&Atilde;&cent;&Acirc;&Acirc;s network/ server/ system/ storage/ platform/ infrastructure and other equipment&Atilde;&cent;&Acirc;&Acirc;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>͏
</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>͏
</b></h2></div></div><div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div></div></div></div></div></div></div><div></div><div><div><div><div>Mandatory Skills: Desktop Support .<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

<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>City: Bengaluru
</div></div></div></div><div><div><div><div>State/Province: Karnataka
</div></div></div></div><div><div><div><div>Posting Start Date: 12/31/25
</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&Atilde;&cent;&Acirc;&Acirc;s software/ hardware/ network based on the service requests raised from the end-user as per the defined SLA&Atilde;&cent;&Acirc;&Acirc;s ensuring client satisfaction
</p></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</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&Atilde;&cent;&Acirc;&Acirc;s network/ server/ system/ storage/ platform/ infrastructure and other equipment&Atilde;&cent;&Acirc;&Acirc;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>͏
</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>͏
</b></h2></div></div><div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div></div></div></div></div></div></div><div></div><div><div><div><div>Mandatory Skills: Desktop Support .<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>

<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>City: Delhi
</div></div></div></div><div><div><div><div>State/Province: Delhi
</div></div></div></div><div><div><div><div>Posting Start Date: 12/31/25
</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&Atilde;&cent;&Acirc;&Acirc;s software/ hardware/ network based on the service requests raised from the end-user as per the defined SLA&Atilde;&cent;&Acirc;&Acirc;s ensuring client satisfaction
</p></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</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&Atilde;&cent;&Acirc;&Acirc;s network/ server/ system/ storage/ platform/ infrastructure and other equipment&Atilde;&cent;&Acirc;&Acirc;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>͏
</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>͏
</b></h2></div></div><div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div></div></div></div></div></div></div><div></div><div><div><div><div>Mandatory Skills: Desktop Support .<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>

<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>City: Hyderabad
</div></div></div></div><div><div><div><div>State/Province: Telangana
</div></div></div></div><div><div><div><div>Posting Start Date: 12/31/25
</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&Atilde;&cent;&Acirc;&Acirc;s software/ hardware/ network based on the service requests raised from the end-user as per the defined SLA&Atilde;&cent;&Acirc;&Acirc;s ensuring client satisfaction
</p></div></div><div><div><h2 class="jobSectionHeader"><b>͏
</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&Atilde;&cent;&Acirc;&Acirc;s network/ server/ system/ storage/ platform/ infrastructure and other equipment&Atilde;&cent;&Acirc;&Acirc;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>͏
</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>͏
</b></h2></div></div><div></div><div><div><h2 class="jobSectionHeader"><b>͏
</b></h2></div></div></div></div></div></div></div><div></div><div><div><div><div>Mandatory Skills: Desktop Support .<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>

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