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Client Data Administrator

Northwich Interim £25,000 - £28,000 per year View Job Description
The Client Data Administrator will play a crucial role in supporting the Human Resources department within the financial services industry. This 12-month fixed-term contract is based in Northwich and focuses on ensuring accurate data maintenance and a seamless onboarding process for clients.
  • Immediate Start Opportunity
  • 12-month Fixed Term Contract on offer

About Our Client

The hiring company is a well-established organisation operating in the financial services sector. Known for its structured processes and commitment to excellence, this medium-sized firm fosters a professional and supportive working environment.

Job Description

  • Accurately and efficiently process client instructions and static data amendments, including changes to addresses, bank details, regular payment setups, ongoing fee updates, and online access maintenance.
  • Manage daily interactions across internal and partner systems while consistently adhering to service level agreements (SLAs) and workflow processes.
  • Ensure full compliance with departmental policies, procedures, and operational standards.
  • Collaborate closely with teams and departments across the business to support smooth and effective operational processes.
  • Maintain accurate document management practices, ensuring all documentation is scanned, stored, and archived in line with departmental procedures.
  • Support the Operational Risk and Service Management teams in resolving queries and operational issues in a timely manner.
  • Participate actively in the Appraisal and Development Scheme, contributing to continuous professional development.
  • Escalate concerns, risks, or operational issues to the Line Manager promptly and appropriately.
  • Consistently demonstrate the Firm's core Business Principles: Client Focus, Excellence, People, and Integrity.

The Successful Applicant

A successful Client Data Administrator should have:

  • Previous experience within Financial Services is essential, with Wealth Management experience considered highly advantageous.
  • Knowledge of investment products, wrappers, and investment platforms would be beneficial.
  • Strong attention to detail with a high level of accuracy in all areas of work.
  • Ability to work efficiently under pressure, manage competing priorities, and meet tight deadlines.
  • A collaborative team player who can also work independently and adapt to changing business demands.
  • Flexible approach with willingness to work additional hours during peak periods when required.
  • Excellent written and verbal communication skills.
  • Strong IT proficiency and confidence using multiple systems and applications.
  • Proactive mindset with the ability to identify and implement process improvements and efficiencies.
  • Previous experience in data entry and document checking is desirable.
  • Prior customer or client service experience would be advantageous.
  • Ability to commute to Northwich.

What's on Offer

  • Immediate start opportunity.
  • 12-month Fixed Term Contract on offer.
  • Competitive salary between £25,000 and £28,000 per annum.
  • Hybrid working model offering flexibility.
  • Opportunity to work in a professional and supportive environment in Northwich.
  • Exposure to the financial services industry and its practices.
  • Chance to contribute to meaningful projects within the Human Resources department.



If you're looking for a rewarding opportunity as a Client Data Administrator and wish to advance your career within the financial services industry, apply now!

Contact
Will Pitt
Quote job ref
JN-052026-7020361
Phone number
+44 161 829 0416

Job summary

Job function
Human Resources
Subsector
HR Administrator
Sector
Financial Services
Location
Northwich
Contract type
Interim
Consultant name
Will Pitt
Consultant phone
+44 161 829 0416
Job reference
JN-052026-7020361