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Summer Data Entry Assistant

Company

atomos wealth

Location

west of england, United-Kingdom

Type

Full-time

This role offers an opportunity to build experience within a regulated financial services environment, supporting a structured client remediation project. You will gain exposure to operational processes, client communications, and data-driven case management, with scope to develop broader skills in financial services operations.

About the role

We are looking for 3x Summer Data Entry Assistants to be based in Bristol and Nottingham for 3 months (July, August, September) to support the delivery of a client remediation project.

Accountabilities

  • Maintaining accurate and up-to-date case records within our CRM system (Xplan)
  • Supporting the end-to-end processing and tracking of remediation cases
  • Managing client communications, including handling responses and drafting professional correspondence
  • Validating client information (e.g. bank details) through approved verification channels
  • Ensuring...

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