Wealth Management Administrator

Wealth Management Administrator

Posted 2 weeks ago by Meraki Talent

Negotiable
Fixed-Term
Hybrid
Northwich

Summary: The Wealth Management Administrator role at Meraki Talen involves supporting the Service Management Team within the wealth management sector for a 12-month fixed-term contract. The position requires proactive engagement with stakeholders to enhance operational processes and ensure effective communication between the Operations Department and the Front Office. The successful candidate will focus on continuous service improvement and compliance within service management frameworks.

Key Responsibilities:

  • Manage and coordinate the resolution of Operations Service Management issues raised by key stakeholders
  • Drive continuous service improvements by analysing recurring issues and enhancing processes
  • Provide real-time updates and alerts on known issues and service changes
  • Develop and maintain Service Management Dashboards for reporting and insights
  • Collaborate with stakeholders to improve Service Level Agreements (SLAs) and Key Performance Indicators (KPIs)
  • Support the definition and implementation of service improvement projects
  • Engage with IT and Front Office Servicing Teams to support service issue resolution
  • Ensure regulatory compliance and risk management across all service processes

Key Skills:

  • Experience in operational processes within wealth management or private client asset management
  • Strong relationship management and stakeholder engagement skills
  • Ability to challenge and improve existing processes within operations
  • Previous experience leading or contributing to client service review meetings
  • Excellent written and verbal communication skills

Salary (Rate): undetermined

City: Northwich

Country: United Kingdom

Working Arrangements: hybrid

IR35 Status: fixed-term

Seniority Level: Mid-Level

Industry: Finance