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For Companies At a Glance
- Tasks: Provide top-notch support and build strong client relationships in wealth management.
- Company: Join a leading independent financial advisory firm with a focus on excellence.
- Benefits: Full-time role with competitive pay and opportunities for growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services and relevant GCSE qualifications required.
- Other info: Dynamic work environment with a focus on quality service.
The predicted salary is between 30000 - 42000 £ per year.
AFH Financial Group is seeking a Client Services Executive to provide exceptional administrative and technical support within a leading independent financial advisory firm. In this full-time, permanent position, you will facilitate strong client relationships while ensuring the delivery of quality service.
You will be responsible for:
- Client interactions
- Processing inquiries
- Upholding internal policies and procedures
Ideal candidates will have experience in financial services, a sound knowledge of various platforms, and possess relevant GCSE qualifications.
Remote Client Services Specialist – Wealth Management in Bromsgrove employer: AFH financial group
Contact Detail:
AFH financial group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Client Services Specialist – Wealth Management in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Specialist 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 those interviews! Research AFH Financial Group and understand their values and services. This way, when you get that interview call, you can show off your knowledge and how you can contribute to their team.
✨Tip Number 3
Practice your client interaction skills. Since this role is all about building strong client relationships, consider role-playing common scenarios with a friend or family member. This will help you feel more confident when discussing your approach during interviews.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application directly, and it shows you're serious about joining our team. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Remote Client Services Specialist – Wealth Management in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant qualifications. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Services Executive role. Share specific examples of how you've built strong client relationships in the past.
Showcase Your Technical Skills: Since this role involves technical support, be sure to mention any platforms or tools you’re familiar with. We love candidates who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at AFH financial group
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services and the specific platforms mentioned in the job description. Being able to discuss your experience confidently will show that you're not just a good fit, but that you’re genuinely interested in the role.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong client relationships in the past. Think about specific situations where you went above and beyond to ensure client satisfaction. This will demonstrate your ability to uphold quality service, which is key for this position.
✨Understand Internal Policies and Procedures
Familiarise yourself with common internal policies and procedures in financial advisory firms. You might be asked how you would handle certain scenarios, so having a solid understanding will help you answer confidently and show that you can uphold these standards.
✨Practice Your Communication Skills
As a Client Services Specialist, clear communication is crucial. Practice articulating your thoughts clearly and concisely. You could even do a mock interview with a friend to get comfortable discussing your qualifications and experiences.
