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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 professional development.
- Why this job: Be part of a supportive culture that values attention to detail and offers real impact on clients' lives.
- Qualifications: Strong communication skills and experience with CRM systems are essential; attention to detail is a must.
- Other info: Work Monday to Friday with early finishes on Fridays, perfect for balancing work and study.
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
Client Service Specialist employer: ACS Staffing Solutions
Contact Detail:
ACS Staffing Solutions 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 a short online course or tutorial 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 tax and pension calculations. Being able to discuss these topics intelligently during your interview will show that you're proactive and well-prepared.
✨Tip Number 3
Practice your communication skills by engaging in mock interviews or discussions with friends. This will help you articulate your thoughts clearly and confidently, which is essential for a client-facing role.
✨Tip Number 4
Research StudySmarter and our values to align your answers with what we stand for. Showing that you understand our mission and how you can contribute will make you a standout candidate.
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 or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to manage complex cases. Mention specific examples from your past experiences that demonstrate your problem-solving skills and ability to work under pressure.
Highlight Technical Skills: Since the role involves technical support, be sure to mention your proficiency with tools like Salesforce and Microsoft Office Suite. Provide examples of how you've used these tools in previous roles to enhance client service.
Showcase Your Teamwork: In your application, illustrate your ability to work collaboratively with teams. Share instances where you supported colleagues or contributed to team success, as this is crucial for the Client Service Specialist role.
How to prepare for a job interview at ACS Staffing Solutions
✨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 clients.
✨Familiarise Yourself with CRM Systems
Since the job 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 how you handle pressure and manage client queries. Think of scenarios where you successfully resolved issues or managed multiple tasks simultaneously, and be ready to share those stories.
