Client Service Analyst - Platform Administrator - ISA / JISA / GIA / VCT

Morris Sinclair Recruitment • Permanent • Wimborne, Dorset, England, United Kingdom • £28k - £34k / year • 3d ago

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

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