Wealth Wizards logo
Wealth Wizards

We help FS firms deliver consumer-led and human-assisted financial guidance and advice to more clients, more profitably.

Client Services Administrator

Client Services RepresentativeClient ServicesFull TimeRemoteSeniorTeam 51-200Since 2009H1B No SponsorCompany SiteLinkedIn

Location

United Kingdom

Posted

61 days ago

Salary

£25K - £29K / year

Seniority

Senior

High SchoolEnglish

Job Description

Client Services Administrator

Wealth Wizards

• The purpose of this role is to provide outstanding customer service and admin to our Clients. • The role requires strong back-office administration skills with customer service being delivered in an upbeat tone of voice which reflects our modern ‘can do’ culture. • As a regulated business, much of this service needs to be carefully delivered to agreed compliance and service standards and a fundamental part of the role is to maintain exemplary client and business records. • Proactively manage PAT and Client Services inboxes • Direct contact with Product Providers to fact find, chase LOA information and charge forms along with resolve queries to ensure timely delivery of our services and SLAs • Provide Admin Support to the Personal Advice Team using our Internal process and systems • Keeping clients up to date on the progress on their service case • Escalation of queries received and any activity where there is doubt about the resolution • Adhere to all process and procedures and highlight any flaws or issues • Implement our clients advice on third party systems • Ensuring that the FCA requirements are fully adhered to (customer and business records, file maintenance, terms of business, key facts documents) • Ensure that all telephone calls and emails to the company are handled appropriately • Handle administration of all incoming post • MyEva Employer Data to include joiners, leavers and update any relevant inhouse systems • Process all Annual Review invitations/cases on Intelligent Office • Adhere to all Information Security policies and procedures

Job Requirements

  • Demonstrate Wealth Wizards core values (PEARH)
  • Exceptional attention to detail and accuracy
  • Strong administrative skills
  • Excellent organisation/time management skills
  • Able to communicate and/or present credibly and effectively at all levels
  • Capable of managing change
  • Good standard of IT literacy
  • Ability to learn new IT systems as required
  • Ability to use excel to a high standard eg VLOOKUP's
  • Understanding of Financial Services – preferably in the regulated financial advice sector
  • Experience in a customer service environment, preferably in an internet based business
  • Evidence of business administration and/or customer service activities undertaken
  • Experience using Intelligent Office preferred but not essential
  • Highly Competent in Excel

Benefits

  • Flexible working
  • We prioritise a sustainable work/life balance
  • We have a collaborative learning culture that promotes psychological safety
  • 25 days annual leave plus every bank holiday
  • Company pension (up to 10% employer contribution)
  • Company performance based Bonus scheme
  • Paid day off to celebrate your birthday
  • Additional holiday purchase (up to 5 days per year)
  • Additional holidays for length of service (up to 3 days)
  • Private medical insurance
  • Dental and health cash plans
  • Enhanced parental leave and pay
  • Discounts on gym membership and health screening
  • Employee assistance programme
  • Life assurance of 4x basic salary
  • £500 pension advice per year
  • 6 paid days per year for self development
  • £500 individual training budget per year
  • Professional memberships funded
  • Salary sacrifice car scheme
  • Cycle, Home & Tech scheme

Related Job Pages

More Client Services Representative Jobs

Remote logo

Associate, Payroll Client Services - Sat- Wed - AMER

Remote

The easier way to employ globally. Remote builds belonging for your team with payroll, benefits, & compliance solutions.

Full TimeRemoteTeam 501-1,000H1B Sponsor

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this job can offer you - An opportunity to continue build and advance your career in payroll and customer service, within a fast-paced, innovative company. - Contribute to a company making a global impact on the future of work. - Work closely with clients and internal teams, fostering a collaborative and supportive atmosphere that values innovation and teamwork. - Opportunities for continuous learning and career development, with access to training programs and mentorship. - Competitive compensation and benefits. What you Bring - Experience: You have experience in a payroll customer service role. - Payroll Knowledge: Capable of managing payroll inquiries with a robust understanding of regulatory requirements, possessing advanced knowledge in specific jurisdictions. - Dedicated to Customers: Demonstrate excellent problem-solving capabilities and a strong dedication to exceeding customer expectations. - Communication Expert: Possess superior written and verbal communication skills, with experience in customer support platforms like Zendesk, and collaboration tools such as Slack and Notion. - Collaborative Team Member: Excel in a team-oriented environment, showing an ability to effectively engage with diverse stakeholders and manage multiple priorities. - Continuous Learner: Display a keen interest in continually enhancing your expertise in the payroll field. Key Responsibilities - Reliable Point of Contact: Serve as the primary contact for all payroll-related inquiries, offering thorough support through email, live chat, and video calls. - Client Services Advocate: Provide advanced-level support, addressing complex issues and ensuring customer satisfaction is prioritized throughout their journey. - Collaborative Expert: Partner effectively with teams across Customer Experience, Payroll Operations, Benefits, Tax, and Finance to ensure timely and accurate resolutions within strict service level agreements (SLAs). - Peer Empowerment: Enhance the team's collective knowledge by creating and updating essential documentation and participating in shadowing sessions to foster collaboration and knowledge sharing. - Skilled Problem Solver: Utilize outstanding problem-solving abilities to work seamlessly with various teams in resolving escalated customer issues promptly. Practicals - You'll report to: Payroll Client Services Manager - Direct reports: None - Team: [Payroll] - [Payroll Client Services] - Location: AMER - Working Days: This role follows a fixed schedule from Saturday to Wednesday. - Start date: As soon as possible Remote's Total Rewards philosophy is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally. Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards & People Enablement team on a case by case basis. The annual salary range for this full-time position is $19,650—$44,200 USD Benefits Our full benefits & perks are explained in our handbook at remote.com/r/benefits. As a global company, each country works differently, but some benefits/perks are for all Remoters: - work from anywhere - flexible paid time off - flexible working hours (we are async) - 16 weeks paid parental leave - mental health support services - stock options - learning budget - home office budget & IT equipment - budget for local in-person social events or co-working spaces How you’ll plan your day (and life) We work async at Remote which means you can plan your schedule around your life (and not around meetings). Read more at remote.com/async. You will be empowered to take ownership and be proactive. When in doubt you will default to action instead of waiting. Your life-work balance is important and you will be encouraged to put yourself and your family first, and fit work around your needs. If that sounds like something you want, apply now! How to apply - Please fill out the form below and upload your CV with a PDF format. - We kindly ask you to submit your application and CV in English, as this is the standardised language we use here at Remote. - If you don’t have an up to date CV but you are still interested in talking to us, please feel free to add a copy of your LinkedIn profile instead. Not only do we encourage folks from all ethnic groups, genders, sexuality, age, abilities, disability status and any other under-represented group to apply, but we prioritize a sense of belonging. We have 4 ERGs (Women, Disability, Queer, Minorities in Tech) who meet regularly with the People team. During your interviews and beyond, we ask & encourage anybody who needs an accommodation to request one from their recruiter. We will ask you to voluntarily tell us your pronouns at interview stage, and you will have the option to answer our anonymous demographic questionnaire when you apply below. As an equal employment opportunity employer it’s important to us that our workforce reflects people of all backgrounds, identities, and experiences and this data will help us to stay accountable. We thank you for providing this data, if you chose to. At Remote, we embrace AI as a valuable tool while prioritizing human creativity and authenticity. We look forward to meeting candidates who balance innovation with genuine expertise and experience. To learn more about Remote's AI guidelines check see here. Please note we accept applications on an ongoing basis.

Morocco
$19.7K - $44.2K / year
Full TimeRemoteTeam 10,001+Since 1927H1B Sponsor

The Client Service Manager will be responsible for all aspects of day to day client management and operations while growing the client relationship and driving sales. Focusing on: - Revenue growth - Margin delivery - Client satisfaction and retention - Quality execution of programs - Expanding services /solutions utilized by client - Delivery of program specific training to District Managers and National Field Execution team - Development of field tools to collect meaningful field information for our clients - Analysis of impact of programs Mosaic is a part of Acosta Group – a collective of the industry’s most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey. As a leading North American integrated marketing agency, Mosaic specializes in everything from experiential marketing, commerce + retail media and field marketing, to design and production. With a 35+ year history, Mosaic has office hubs in Chicago, Dallas, and Toronto and full reach across North America. We focus on creating brand experiences that connect brands with consumers in creative and relevant ways. Mosaic’s ultimate mission is to propel our client’s business, culture, and communities forward to make the human experience better. We are diverse, yet like-minded individuals, and we believe in taking risks and creating shared experiences, not just for our clients, but for each other. Every associate is given the keys to charter new ground as they collectively live in the moment of building memorable experiences together. Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed, please contact AskHR@acosta.com. Be sure to include "Applicant Accommodation" in the subject of your email to expedite the request. Acosta Group believes in good faith that the minimum and maximum annual salary or hourly compensation range for this opportunity is accurate and reasonable at the time of posting. The Acosta Group utilizes E-Verify for validating the ability to work in the United States for all job candidates. If you want more information on what this entails and your rights as a job applicant, please use the link provided to access information on our use of E-Verify and your right to work. Employer Resources (e-verify.gov) By applying, you agree to our Privacy Policy and Terms and Conditions of Use. #DiscoverYourPath

Canada
65K - 80K / year

COG Research Foundation, LLC is a California 501(c)(3) entity that was founded in 2024 and designed to become the federal grantee organization for the Children's Oncology Group (COG). The COG, a member of the National Cancer Institute (NCI) National Clinical Trials Network (NCTN), is the world’s largest organization devoted exclusively to childhood and adolescent cancer research. COG unites over 12,000 experts in childhood cancer at more than 220 leading children’s hospitals, universities, and cancer centers across the United States, Canada, Australia, New Zealand, and Saudi Arabia in the fight against childhood cancer. COG conducts more than 100 active clinical trials, with approximately 12,000 patients registered on COG trials each year. These trials include front-line treatment for many types of childhood cancers, studies aimed at determining the underlying biology of these diseases, and trials involving new and emerging treatments, supportive care, and survivorship. Position Summary The Protocol Coordinator (PC) serves as the protocol document specialist on the study team (Protocol Coordinator, Research Coordinator, Study Builder and Statistician) for all assigned COG trials. This position is responsible for developing and maintaining clinical research protocols, concepts, site communication memos, study training materials and other study related documents under the scientific direction of the Study Chair and COG/Scientific Committee leadership. This includes managing all internal and external review and approval processes throughout the trial, from early study concept to amendments, and coordinating with fellow team members. The COG Research Foundation, LLC is a 100% remote employer, though some travel may be required. Employee must reside within the United States. Full salary range for this position: $ 64,542 to $ 92,421 per year. The typical hiring range for this position is from $64,542 (minimum) to $78,482 (midpoint), based on 100% FTE. The starting salary is determined based on the candidate’s knowledge, skills, experience, as well as budget availability. Essential Duties and Responsibilities Study Development - Serve as the protocol document specialist within the study team. - Manage the development of all documents relating to clinical research protocols in conjunction with the study chair, study committee, COG scientific committee leadership and the study team. - Review supplemental protocol documents, including lab manuals, pharmacy manuals, and Electronic Medical Record templates. - Coordinate all internal and external review and approval processes throughout the length of a trial, from early study concept to study closure. - Work with the study committee to ensure protocol changes related to National Coverage Analysis feedback is appropriately incorporated. - Establish and communicate clear study development goals and deadlines to be met by study chairs, pharmacists, statisticians, research coordinators, and other members of the study committee in order to ensure study activation within Operational Efficiency Working Group (OEWG) timelines. - Manage weekly study development calls with the study committee to facilitate protocol development discussion and lead study development and study activation kick-off calls. - Design experimental design schemas and therapy delivery maps consistent with the treatment plan outlined in the protocol. - Maintain internal study records in study folders and track important study events through COG tracking applications as outlined in departmental SOPs. - Work with team Research Coordinators to review draft Case Report Forms (CRFs) for consistency with the protocol document and ensure specific requirements of the protocol are met. - Follow all steps of PC SOPs regarding study development and deliver a final research document that incorporates all clinical details needed to treat subjects and research elements needed to answer study questions. - Work with the League Administrative Assistants to prepare e-friendly study documents that contain the appropriate bookmarks and active links for website posting. Study Management - Communicate with and facilitate communication between study chairs, study committee members, scientific committee chairs, institutional CRAs and other cooperative groups as necessary. - Work with the study team to respond to and resolve queries. Take the lead on resolving issues relating to study documents. - Track information on reported problems regarding consistency and/or clarity in open protocols and work with the study team, study chairs, and disease chairs to resolve problems and amend the document as necessary. - Identify the need for website postings to communicate updates for studies and prepare documents to be posted. - Stay informed of upcoming projects by attending study/disease committee meetings and team/league meetings. Represent COG operations at COG scientific meetings. - Perform related duties as required or assigned by the league leadership. Writing - Draft informed consent documents and youth information sheets according to COG guidelines. - Maintain standard COG template language sections in protocol documents. - Draft study-specific supplemental documents as needed. - Assist with other projects as needed. - Perform other duties as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Minimum Qualifications - Experience in clinical research trials and clinical trial protocol development. - Bachelor’s degree is required, or substitute with four additional years of relevant experience. Other Qualifications - Familiarity with clinical trial components such as statistics, study methodology, informed consent, eligibility, and adverse events. - 2-3 years writing experience involving protocols, published manuscripts, grants or other documents related to scientific research is highly desired. - Clinical research experience in life sciences or related field is desired. - Demonstrated success and skill at researching, analyzing, and evaluating scientific information. - Ability to work independently as well as collaboratively with Group staff and investigators. - High level of computer literacy, including intermediate to advanced knowledge of Microsoft Word. - Excellent verbal and written communications skills. - Knowledge of word processing and medical terminology. - Masters in life sciences or related field is preferred. Fair Labor Standards Act (FLSA) Status This position is classified as exempt based on the job duties. However, based on the FTE, salary level of the employee, or federal/state/local laws, the employee may be classified as nonexempt. Why Join Us This is a unique opportunity to be on the ground floor of a critical role within a mission-driven organization. This position will play a vital part in shaping the function of the Children’s Oncology Group, contributing to lasting change and making a difference in the lives of children and families impacted by cancer. Benefits Comprehensive benefit options include medical, dental, vision, 401(k), accrued Paid Time Off (PTO), Employee Assistance Program (EAP), Flexible Spending Account (FSA), cell phone and internet stipends, wellness stipend, paid holidays, and more. Employees who work 20 hours or more per week are eligible for these benefit options. These benefits are provided for informational purposes only and are subject to change in accordance with applicable policies and plan documents. Equal Employment Opportunity Statement COG Research Foundation, LLC is an Equal Employment Opportunity Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, creed, sex, pregnancy, national origin, age, ancestry, physical or mental disability or medical condition, genetic information, marital status, sexual orientation, gender identity or expression, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. COG Research Foundation, LLC seeks to recruit, develop, and retain the most talented people from a diverse candidate pool. Employment at COG Research Foundation, LLC is based on merit, competence, and qualifications, and we are committed to providing equal opportunities for training and advancement for all employees. COG Research Foundation, LLC is also committed to making our application process accessible to individuals with disabilities and will provide reasonable accommodation upon request. For further information regarding Equal Employment Opportunity, please feel free to access it here. ADA/Application Accommodation Statement COG Research Foundation, LLC is committed to providing reasonable accommodation to individuals with disabilities in the application and employment process, consistent with applicable law. Applicants who require accommodation are encouraged to make their request at the earliest opportunity to allow COG Research Foundation, LLC sufficient time to evaluate and respond to the request. Accommodation requests may be directed to the Recruitment Team at career@evolvehr.com. This position falls under a contract with the Federal Government and is subject to the provisions in OMB Circular A-76 which prohibit contractors from performing inherently governmental functions. Specifically, employees placed in agency positions will not perform inherently governmental functions, nor supervise any personnel other than the contractor’s own staff, nor make final decisions or sign documents that commit the U.S. Government.

United States
$64.5K - $92.4K / year
Remote logo

Associate, Payroll Client Services

Remote

The easier way to employ globally. Remote builds belonging for your team with payroll, benefits, & compliance solutions.

Full TimeRemoteTeam 501-1,000H1B Sponsor

• Serve as the primary contact for all payroll-related inquiries, offering thorough support through email, live chat, and video calls. • Provide advanced-level support, addressing complex issues and ensuring customer satisfaction is prioritized throughout their journey. • Partner effectively with teams across Customer Experience, Payroll Operations, Benefits, Tax, and Finance to ensure timely and accurate resolutions within strict service level agreements (SLAs). • Enhance the team's collective knowledge by creating and updating essential documentation and participating in shadowing sessions to foster collaboration and knowledge sharing. • Utilize outstanding problem-solving abilities to work seamlessly with various teams in resolving escalated customer issues promptly.

North America
$19.7K - $44.2K / year
Job Closed