Client Data Administrator | 12m FTC Northwich | Hybrid up to £28,000
Meraki Talent is working with a well established financial services firm is looking to appoint a Client Data Administrator to join its Operations team on a 12-month contract based in Northwich.
This is an excellent opportunity for an organised and detail focused professional with experience within financial services, ideally wealth management or asset management, who enjoys working in a fast-paced operational environment with a strong focus on accuracy, compliance, and client data management.
Responsibilities :
Accurately inputting and maintaining client data across internal systems
Uploading and updating client documentation in line with company procedures
Processing fee amendments and ensuring records are updated correctly
Reviewing documentation to ensure completeness, accuracy, and compliance
Supporting the management and maintenance of client files and records
Working within established risk and compliance frameworks to ensure regulatory standards are met
Liaising with internal stakeholders to resolve data discrepancies and operational queries
Supporting operational process improvements and administrative initiatives
Assisting with internal talent development and training schemes where required
Person Specification
Previous experience within financial services is essential, ideally within wealth management, asset management, or investment management
Strong data entry and administrative experience with excellent attention to detail
Experience handling sensitive client information accurately and confidentially
Understanding of risk and compliance frameworks within regulated environments
Comfortable working with large volumes of data and documentation
Strong organisational and time management skills
Proactive and collaborative approach to work
Confident using internal systems and Microsoft Office applications