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For Companies At a Glance
- Tasks: Support financial advisers and manage client relationships in a dynamic team.
- Company: Join a well-established financial services firm near Leigh-on-Sea.
- Benefits: Receive full training, enjoy a friendly team environment, and develop your skills.
- Why this job: Perfect for those passionate about finance and eager to kickstart their career.
- Qualifications: Degree-level education or relevant office experience required; strong communication skills essential.
- Other info: Ideal for high school and college students looking for a rewarding entry-level role.
The predicted salary is between 28800 - 43200 £ per year.
We are seeking a client services administrator to join a well-established financial services firm based near to Leigh-on-Sea. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
The Role
- Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
- You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.
Client Services
- Provide a high level of aftercare to all existing clients;
- Support the advisers with information requests as required;
- Organise and manage campaigns throughout the year to ensure relevant allowances are used;
- Assist with top-ups, transfers and withdrawals;
- Manage the client annual review process;
- Send quarterly valuation reports to all clients;
Data Processing
- Input and update client information into the CRM;
- Generate reports to monitor company performance;
- Develop CRM processes to improve general efficiency;
- Utilise mail merges to contact clients for any unused allowances and annual review reminders;
Ad hoc tasks
- Maintain Continuous Professional Development (CPD) by attending seminars and completing exams;
- Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file;
- Use our compliance help desk to keep up to date with any regulation.
The Candidate
- Essential experience and qualifications:
- A degree-level education or previous work experience in an office environment to a high standard.
We need a bright, organised and hardworking individual who can demonstrate:
- Very good written communication skills;
- Engaging and professional telephone manner;
- Time management and the ability to multi-task is essential;
- A systematic and methodical approach to tasks;
- IT literacy (advanced knowledge of Word and Excel and the ability to learn new software);
- A hardworking and positive attitude;
- A good team player.
This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change.
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - Leigh-on-Sea
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding key concepts and terminology will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the field. Attend local finance-related events or join online forums to connect with people who can provide insights about the company and the role.
✨Tip Number 3
Prepare for common interview questions specific to client services roles. Think about how you would handle client inquiries or manage multiple tasks, as these scenarios are likely to come up.
✨Tip Number 4
Showcase your IT skills during the interview. Be ready to discuss your experience with CRM systems and how you've used software like Word and Excel in previous roles.
We think you need these skills to ace Client Services Administrator - Leigh-on-Sea
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Client Services Administrator. Emphasise your written communication skills, IT literacy, and any previous office experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the financial services sector. Mention specific reasons why you want to work for this firm and how your background makes you a great fit for the team.
Highlight Relevant Skills: In your application, focus on your organisational skills, time management, and ability to multitask. Provide examples of how you've successfully managed similar tasks in previous roles or during your studies.
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.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Communication Skills
As a Client Services Administrator, strong written and verbal communication skills are essential. Be prepared to demonstrate your ability to communicate clearly and professionally during the interview. You might be asked to role-play a client interaction, so practice articulating your thoughts effectively.
✨Demonstrate Organisational Skills
The role requires excellent time management and the ability to multitask. During the interview, share examples of how you've successfully managed multiple tasks or projects in the past. This will show that you can handle the demands of the position.
✨Familiarise Yourself with Financial Services
Having a strong interest in the financial services sector is crucial. Research the company and its services beforehand, and be ready to discuss why you're interested in this field. This will demonstrate your enthusiasm and commitment to the role.
✨Prepare for Technical Questions
Since the job requires IT literacy, especially in Word and Excel, expect questions related to these tools. Brush up on your skills and be ready to discuss how you've used them in previous roles. If possible, provide specific examples of how you've improved processes using technology.
