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- Tasks: Join our team as a Client Servicing Administrator and support our clients daily.
- Company: Be part of a lovely organization that values your growth and learning.
- Benefits: Enjoy 30 days holiday, gym membership, and NHS medical cash plan.
- Why this job: This role offers full training and a chance to build a rewarding career.
- Qualifications: No prior experience needed; just bring your desire to learn!
- Other info: Full-time hours are Monday to Friday, 9am to 5pm in Wrexham.
The predicted salary is between 20000 - 26000 £ per year.
Client Servicing Administrator Location: London/Hybrid Salary: Up to £38,000, depending on experience + excellent benefit package Are you an enthusiastic Client Servicing Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? You will be working as part of the team at a highly respected Partner Practice of St. James’s Place Plc who provide bespoke financial advice and services to a broad range of clients, individuals, high net worth individuals, families and businesses. The Role: Client Servicing Administrator duties include: * Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients. * Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries * Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis. * Being the key relationship manager with main stakeholders including admin centres * Processing client withdrawals and redemptions. * Processing submissions and new client money including liaising with clients regarding bank details and timescales. * Processing client portfolio changes and rebalancing. * Processing ongoing advice documentation for client financial reviews. * Processing client capital gain disposals. * Client onboarding administration. * Reporting to the Planners on a daily basis. The Person: Client Servicing Administrator will have the following qualities: * Preferably 2 years + experience in a client servicing support role within a St. James\’s Place Partner Practice. * Excellent customer service and the ability to build rapport and manage client relationships * Strong attention to detail and be able to problem solve and think on your feet * Good time management and planning skills * Strong working knowledge of Excel, Word, and other Microsoft Office Programs * It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £188.6bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green \’apply to this job\’ at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Client Servicing Administrator employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator
✨Tip Number 1
Show your enthusiasm for learning during the interview. Since prior experience isn't essential, highlighting your eagerness to develop new skills can set you apart from other candidates.
✨Tip Number 2
Research the company culture and values. Understanding what makes this organization rewarding will help you align your answers with their mission and demonstrate that you're a good fit.
✨Tip Number 3
Prepare questions about the training process. Asking insightful questions shows that you're serious about the role and eager to engage in the learning opportunities they provide.
✨Tip Number 4
Emphasize your teamwork and communication skills. As a Client Servicing Administrator, you'll likely be working closely with others, so showcasing your ability to collaborate effectively is key.
We think you need these skills to ace Client Servicing Administrator
Some tips for your application 🫡
Understand the Role: Take some time to thoroughly read the job description for the Client Servicing Administrator position. Understand the key responsibilities and the skills required, even if prior experience is not essential.
Highlight Your Willingness to Learn: In your application, emphasize your eagerness to learn and grow within the company. Share any relevant experiences or skills that demonstrate your ability to adapt and thrive in a new environment.
Tailor Your CV: Customize your CV to reflect the qualities and skills mentioned in the job description. Focus on showcasing your communication skills, attention to detail, and any customer service experience you may have.
Craft a Compelling Cover Letter: Write a cover letter that expresses your enthusiasm for the role and the organization. Mention why you are interested in this opportunity and how you can contribute to the team, even without prior industry experience.
How to prepare for a job interview at St. James's Place Wealth Management
✨Show Your Enthusiasm to Learn
Since prior experience isn't essential, it's crucial to express your eagerness to learn and grow within the role. Share examples of how you've embraced new challenges in the past.
✨Highlight Your Communication Skills
As a Client Servicing Administrator, strong communication is key. Be prepared to discuss how you effectively communicate with clients and colleagues, and provide specific examples of successful interactions.
✨Demonstrate Team Spirit
This organization values teamwork. Talk about your experiences working in teams, how you contribute positively, and how you handle conflicts or challenges within a group setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
