Job Description:

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