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- Tasks: Join our team to manage client inquiries and oversee financial processes.
- Company: We are a leading firm in Wealth Management, dedicated to client success.
- Benefits: Enjoy hybrid working options and opportunities for professional development.
- Why this job: Be part of a dynamic team that values growth and client relationships.
- Qualifications: Experience in Financial Services and proficiency in Salesforce required.
- Other info: Opportunity for continuous development towards an AWM role.
The predicted salary is between 30000 - 42000 £ per year.
Our client is seeking a Client Services Administrator to join their team on a permanent basis. Hybrid working may be an option.
Responsibilities include (but are not limited to):
- Updating Confidential Financial Reviews input/updating
- Letter of Authority processing and chasing
- Oversee incoming funds
- Complete fund switches and send fund switch letters
- Pipeline review
- Respond to Client Inquiries (Technical and administrative)
- Manage workflow through Salesforce and Business Trackers
- Manage Outsourced Letter of Authority Process
- Manage Outsourced Administrative processes
- Continuous development towards AWM role
Skills and experience:
- Relevant experience in Wealth Management or Financial Services
- Willingness to complete CII exams
- Proficient in the use of Salesforce software
- Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills
For more information please send CV to Tony Ward quoting job reference 16868TW.
Contact Detail:
Barbara Houghton Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator 16868TW
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for the role. Consider taking an online course or tutorial to boost your skills and demonstrate your commitment to mastering the software.
✨Tip Number 2
Research the company’s approach to client services in the wealth management sector. Understanding their values and how they interact with clients can help you tailor your conversations during interviews.
✨Tip Number 3
Network with professionals in the financial services industry, especially those who work in client services. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 4
Prepare to discuss your experience with managing workflows and administrative processes. Think of specific examples where you've successfully handled similar tasks, as this will showcase your suitability for the role.
We think you need these skills to ace Client Service Administrator 16868TW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management or Financial Services. Emphasise any specific roles or tasks that align with the responsibilities listed in the job description.
Showcase Technical Skills: Since proficiency in Salesforce and advanced MS Office skills are crucial, include examples of how you've used these tools in previous roles. This will demonstrate your capability to manage workflow effectively.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the Client Services Administrator position but also outlines your willingness to complete CII exams and your commitment to continuous development towards an AWM role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects attention to detail, which is essential for the role.
How to prepare for a job interview at Barbara Houghton Associates Limited
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your knowledge of wealth management and financial services. Be prepared to discuss your relevant experience and how it relates to the responsibilities of the Client Services Administrator role.
✨Demonstrate Salesforce Proficiency
Since the role requires managing workflow through Salesforce, be ready to talk about your experience with the software. If possible, provide examples of how you've used Salesforce in previous roles to improve efficiency or manage client relationships.
✨Highlight Your IT Skills
The job requires advanced skills in MS Outlook, Excel, PowerPoint, and Word. Prepare to discuss specific tasks you've accomplished using these tools, such as creating reports in Excel or managing communications in Outlook.
✨Prepare for Client Interaction Scenarios
As you'll be responding to client inquiries, think of examples where you've successfully handled client issues or inquiries in the past. This will demonstrate your ability to manage client relationships effectively.
