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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 25000 - 27000 £ 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.
Client Service Specialist employer: ACS Recruitment Solutions Ltd
Contact Detail:
ACS Recruitment Solutions Ltd 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 role requires maintaining accurate client data. Consider taking an online course or tutorial to boost your confidence and skills in using these platforms.
✨Tip Number 2
Brush up on your knowledge of financial services, particularly around pensions and investments. Being well-versed in these areas will not only help you in the role but also impress the interviewers.
✨Tip Number 3
Practice your communication skills, especially in a professional context. Role-playing scenarios where you handle client queries can prepare you for the types of interactions you'll have as a Client Service Specialist.
✨Tip Number 4
Showcase your problem-solving abilities by preparing examples of how you've tackled challenges in previous roles. This will demonstrate your proactive approach and ability to work under pressure, which are key traits for this position.
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 understanding of the financial services industry. Mention specific examples of how you've successfully managed complex cases or supported teams in previous roles.
Highlight Relevant Experience: In your application, focus on any previous roles that involved administrative support, client interaction, or financial services. Be specific about your contributions and the outcomes of your work.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of a Client Service Specialist.
How to prepare for a job interview at ACS Recruitment Solutions Ltd
✨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 acting as a key contact for clients and team queries, practice articulating your thoughts clearly. Consider role-playing common scenarios you might encounter in the position to showcase your interpersonal skills during the interview.
✨Familiarise Yourself with CRM Systems
Knowledge of Salesforce or similar CRM systems is essential. Before the interview, brush up on your understanding of these tools and be ready to discuss how you've used them in previous roles to manage client data and workflows effectively.
✨Prepare for Technical Questions
Given the technical nature of the role, be prepared to answer questions related to tax calculations, fund transfers, and pension schemes. Review relevant concepts and be ready to explain them clearly, showcasing your expertise and confidence in handling complex cases.
