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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.
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 and other CRM systems, as these are crucial for the role. Consider taking online courses or tutorials to boost your confidence and demonstrate your commitment to mastering these tools.
✨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 with your proactive approach.
✨Tip Number 3
Practice your communication skills, especially in a professional context. Role-playing common client scenarios with a friend can help you articulate your thoughts clearly and confidently during interviews.
✨Tip Number 4
Showcase your problem-solving abilities by preparing examples of how you've handled challenging situations in the past. This will highlight your calmness under pressure and your customer-focused approach, 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. Detail your familiarity with tax calculations, fund transfers, and maintaining operational systems.
Proofread Your Application: Before submitting, carefully proofread your application 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 Recruitment Solutions Ltd
✨Showcase Your Attention to Detail
As a Client Service Specialist, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Communication Skills
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex concepts, so think about how you can simplify your explanations for different audiences.
✨Familiarise Yourself with CRM Systems
Since the role involves using systems like Salesforce, it’s beneficial to brush up on your knowledge of CRM software. If you have experience with similar tools, be ready to share how you used them effectively in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle pressure. Think of scenarios where you successfully managed client queries or complex cases, and be ready to walk the interviewer through your thought process.
