At a Glance
- Tasks: Support Financial Planners and ensure clients receive top-notch service.
- Company: Join a growing team in a supportive and collaborative environment.
- Benefits: 22 days holiday, birthday off, pension scheme, and free financial planning service.
- Other info: Great opportunities for professional development and industry qualifications.
- Why this job: Make a real difference for clients while developing your skills.
- Qualifications: 2 years' admin experience and strong communication skills required.
We're looking for an organised and customer-focused Client Services Assistant to join our Clients growing team. This is a key role supporting Financial Planners and Relationship Managers, ensuring clients receive a professional, efficient, and high-quality service at every stage.
You'll play an important part in delivering excellent client outcomes while supporting responsible business practices and maintaining the highest standards of integrity.
What You'll Be Doing
- Managing new and existing business processes from start to finish
- Preparing client documentation, valuations, and financial planning packs
- Liaising with providers, legal parties, and clients to handle changes and queries
- Maintaining accurate and up-to-date client records and systems
- Supporting client meetings and updating records post-appointment
- Monitoring tasks, chasing outstanding items, and meeting service standards
- Assisting with reporting, including client profitability analysis
- Providing occasional reception cover and front-of-house support
What We're Looking For
- At least 2 years' administrative experience
- Strong communication and customer service skills
- Excellent organisation and attention to detail
- Confident using Word, Excel, and Outlook
- A proactive, positive, and professional approach
- Ability to work collaboratively and handle multiple priorities
Why Join Us?
- 22 days holiday + bank holidays + extra days over Christmas
- Birthday off (if it falls on a working day)
- Pension scheme & death in service benefit
- Free financial planning service
- Full support toward industry qualifications
- Annual company conference and development opportunities
Join a supportive and collaborative team where your contribution makes a real difference to both clients and the business.
Client Services Administrator in Kendal employer: Adecco
Join a dynamic and supportive team as a Client Services Administrator, where your organisational skills and customer focus will be valued. With a commitment to employee growth through industry qualifications and a collaborative work culture, you'll enjoy generous benefits including 22 days holiday, a birthday off, and a pension scheme. This role not only offers the chance to make a meaningful impact on client outcomes but also fosters a professional environment that prioritises integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Kendal
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Client Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what makes their client service stand out and think of examples from your experience that align with their approach. This will show them you're not just another candidate, but someone who truly gets their mission.
✨Tip Number 3
Practice your communication skills! As a Client Services Administrator, you'll need to be clear and concise. Try mock interviews with friends or family to get comfortable talking about your experience and how it relates to the role.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from candidates who are excited about joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Client Services Administrator in Kendal
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your administrative experience and customer service skills, as these are key for the Client Services Administrator role.
Craft a Compelling Cover Letter:Use your cover letter to showcase your personality and explain why you’re the perfect fit for our team. Mention specific examples of how you've delivered excellent client outcomes in previous roles.
Showcase Your Tech Skills:Since we use tools like Word, Excel, and Outlook, it’s important to mention your proficiency with these applications. If you have any relevant certifications or training, don’t forget to include them!
Apply Through Our Website:We encourage you to apply directly through our website. This way, your application will be processed more efficiently, and you'll be one step closer to joining our supportive team!
How to prepare for a job interview at Adecco
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Services Administrator. Familiarise yourself with managing business processes, preparing client documentation, and liaising with various parties. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since strong communication is key for this position, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you resolved queries or handled difficult situations, and be ready to share these stories during your interview.
✨Highlight Your Organisational Skills
As an organised individual, you should be able to discuss how you manage multiple priorities and maintain attention to detail. Bring up specific tools or methods you use to stay organised, such as task management software or checklists, to illustrate your proactive approach.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the team, company culture, and expectations for the role. This not only shows your interest but also helps you determine if this is the right fit for you. Ask about their approach to client service and how they support their staff's development.
