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- Tasks: Deliver exceptional client service and manage onboarding of new clients.
- Company: Join a dynamic team focused on financial planning and client satisfaction.
- Benefits: Enjoy 25 days holiday, flexible working, and a supportive culture.
- Why this job: Be part of a team that values customer service and personal growth.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Hybrid work options available in the City of London.
The predicted salary is between 28800 - 43200 £ per year.
The Client Services Administrator involves delivering exceptional client service by managing the onboarding of new clients, maintaining strong relationships, and handling day-to-day client interactions. Working closely with advisers and paraplanners, you’ll ensure client needs are met efficiently while contributing to team morale and operational improvement., * To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
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Learning about the client’s Core Values and products/services.
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Effectively and efficiently onboarding new clients and service the existing clients.
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Building effective relationships with customers, advisers and paraplanners in your immediate POD.
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Positively contribute to the team morale and energy, be a great team player.
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Communicating to clients effectively through various mediums (e.g. telephone, email etc).
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Willing to get involved in projects within the business, which may occur from time to time.
The ideal Client Services Administrator is highly organised, detail-oriented, and passionate about delivering outstanding customer service. They should have experience in a financial planning environment, knowledge of investment products (ISAs, pensions, bonds), be CII or RO part-qualified, and possess excellent communication and teamwork skills., * Client-Facing Experience / Good Communication Skills / Strong Teamwork
The successful candidate will start their next role as a Client Services Administrator – receiving a competitive salary, along with 25 days of holiday plus bank holidays, pension contributions, life assurance, and income protection. Flexible working arrangements for the City of London office, including hybrid options, and a supportive workplace culture focused on personal and professional development are also part of the package.
Client Services Administrator employer: PageGroup
Contact Detail:
PageGroup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Familiarize yourself with our core values and the services we offer. This knowledge will not only help you understand our clients better but also demonstrate your commitment to providing exceptional service during your interactions.
✨Tip Number 2
Highlight any previous experience you have in client-facing roles, especially in financial planning. Be ready to share specific examples of how you've successfully managed client relationships and contributed to team morale.
✨Tip Number 3
Prepare to discuss your communication style and how you adapt it to different mediums, such as phone calls and emails. Being able to articulate your approach to effective communication will set you apart from other candidates.
✨Tip Number 4
Show your enthusiasm for teamwork and collaboration. Think of instances where you've positively impacted team dynamics or contributed to projects, as this aligns with our focus on a supportive workplace culture.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities of a Client Services Administrator. Highlight your experience in client-facing roles and how you prioritize customer service in your application.
Tailor Your CV: Customize your CV to reflect your relevant experience in financial planning and customer service. Emphasize your organizational skills, attention to detail, and any qualifications like CII or RO that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering outstanding customer service. Mention specific examples of how you've built effective relationships with clients and contributed positively to team morale.
Highlight Communication Skills: In your application, emphasize your excellent communication skills. Provide examples of how you've effectively communicated with clients through various mediums, such as telephone and email, to ensure their needs are met.
How to prepare for a job interview at PageGroup
✨Know the Client's Core Values
Before the interview, take some time to research the company's core values and services. Understanding what they stand for will help you align your answers with their expectations and demonstrate that you truly care about delivering exceptional client service.
✨Showcase Your Communication Skills
Since effective communication is key in this role, prepare examples of how you've successfully interacted with clients in the past. Be ready to discuss different mediums you've used, such as phone calls or emails, and how you tailored your approach to meet client needs.
✨Emphasize Teamwork
Highlight your experience working in teams, especially in a financial planning environment. Share specific instances where you contributed positively to team morale and energy, as this role requires a great team player who can collaborate effectively with advisers and paraplanners.
✨Demonstrate Organizational Skills
Being highly organized and detail-oriented is crucial for a Client Services Administrator. Prepare to discuss how you manage your time and prioritize tasks, especially when onboarding new clients or handling day-to-day interactions. This will show that you can handle the responsibilities of the role efficiently.
