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- Tasks: Support Financial Advisers with admin tasks and client queries while managing complex cases.
- Company: Join a dynamic team dedicated to delivering exceptional client service in the financial sector.
- Benefits: Enjoy a competitive salary, flexible working hours, and opportunities for continuous learning.
- Why this job: Be part of a supportive culture that values your input and fosters professional growth.
- Qualifications: Strong attention to detail, communication skills, and experience with CRM systems are essential.
- Other info: Ideal for those looking to kickstart their career in financial services.
The predicted salary is between 20000 - 22000 £ per year.
As a Client Service Specialist, you will deliver high-level technical and administrative support to a team of Financial Advisers, ensuring exceptional client service at all times. You will play a critical role in managing complex cases, supporting business submissions, and overseeing workflow to maintain the highest operational standards.
Key Responsibilities:
- Support advisers with admin and technical tasks
- Act as a key contact for client and team queries
- Maintain accurate client data and systems (e.g., Salesforce)
- Manage personal workflow and support team onboarding
- Prepare materials for adviser meetings
- Process fund transfers, switches, and withdrawals
- Handle tax and pension calculations (e.g., CGT, LTA)
- Submit new business promptly and track progress
- Stay updated on industry changes and complete training
- Work independently and communicate clearly with the team
The Ideal Candidate:
- Excellent attention to detail and time management
- Strong communication and interpersonal skills
- Proven ability to work independently, remotely, and collaboratively
- Comfortable with CRM systems and Microsoft Office Suite (Outlook, Excel, Word)
- Experience in maintaining operational systems, processes, and procedures
- Calm, professional, and customer-focused under pressure
- Committed to continuous learning and development
- Proactive problem-solver with a supportive team approach
Desirable:
- Previous experience in financial services administration
- Working knowledge of Salesforce or similar CRM
- Exposure to pension schemes, investments, and trust arrangements
Contact Detail:
ACS Staffing Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Specialist
✨Tip Number 1
Familiarise yourself with Salesforce or similar CRM systems, as this is crucial for the role. Consider taking a short online course or tutorial to boost your confidence and demonstrate your commitment to mastering the tools used in the industry.
✨Tip Number 2
Brush up on your knowledge of financial services, particularly around pensions and investments. Being able to discuss these topics intelligently during your interview will show that you're proactive and genuinely interested in the field.
✨Tip Number 3
Practice your communication skills, especially in a professional context. You might want to role-play common client scenarios with a friend to enhance your ability to handle queries effectively and maintain a calm demeanour under pressure.
✨Tip Number 4
Stay updated on industry changes by following relevant news sources or joining online forums. This will not only prepare you for potential interview questions but also demonstrate your commitment to continuous learning and development.
We think you need these skills to ace Client Service Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Client Service Specialist. Emphasise your attention to detail, communication skills, and any experience with CRM systems like Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to manage complex cases. Mention specific examples from your past experiences that demonstrate your problem-solving skills and commitment to continuous learning.
Highlight Relevant Experience: If you have previous experience in financial services administration or working with pension schemes, investments, or trust arrangements, make sure to highlight this in your application. It will set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at ACS Staffing Solutions
✨Showcase Your Attention to Detail
As a Client Service Specialist, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped avoid errors or improved processes. This will demonstrate your capability to maintain high operational standards.
✨Demonstrate Strong Communication Skills
Since the role involves supporting advisers and interacting with clients, practice articulating your thoughts clearly. Use specific examples to illustrate how you've effectively communicated in previous roles, especially under pressure.
✨Familiarise Yourself with CRM Systems
Given the importance of CRM systems like Salesforce in this role, brush up on your knowledge of these tools. Be ready to discuss any relevant experience you have and how you can leverage these systems to enhance client service.
✨Prepare for Technical Questions
Expect questions related to financial services, such as tax calculations or pension schemes. Review key concepts and be prepared to explain them clearly. This will show your readiness to handle the technical aspects of the job.
