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For Companies At a Glance
- Tasks: Support Financial Advisers and clients with exceptional service and administrative skills.
- Company: Leading financial advisory firm in Bromsgrove with a strong reputation.
- Benefits: Competitive salary, contributory pension scheme, and flexible working options.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Knowledge of financial products and proficiency in Microsoft applications.
- Other info: Full-time role with opportunities for professional growth.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial advisory firm located in Bromsgrove is seeking a Client Services Executive to provide exceptional support to Financial Advisers and clients. This full-time position requires expertise in client liaison and strong administrative skills. Ideal candidates will have knowledge of various financial products and proficiency in Microsoft applications. This role offers a competitive salary and benefits including a contributory pension scheme and flexible working options.
Wealth Management: Client Services Specialist in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management: Client Services Specialist in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products. We recommend creating a cheat sheet with key terms and concepts that you can refer to before your interview. Confidence is key!
✨Tip Number 3
Showcase your administrative skills during the interview. Bring examples of how you've successfully managed client relationships or streamlined processes in previous roles. We love seeing real-life applications of your skills!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed there that you won’t find anywhere else.
We think you need these skills to ace Wealth Management: Client Services Specialist in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services and any relevant financial knowledge. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your expertise!
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 Specialist role. We love seeing enthusiasm and a genuine interest in helping clients, so let that passion come through.
Showcase Your Administrative Skills: Since this role requires strong administrative skills, make sure to mention any relevant experience you have. Whether it's managing schedules or handling client queries, we want to know how you can support our Financial Advisers effectively.
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’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be all set!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial products before the interview. Being able to discuss these confidently will show that you're well-prepared and understand the industry, which is crucial for a Client Services Specialist.
✨Showcase Your Administrative Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Whether it's organising schedules or handling client queries, demonstrating your organisational skills will be key to impressing the interviewers.
✨Familiarise Yourself with Microsoft Applications
Since proficiency in Microsoft applications is a must, make sure you can talk about your experience with tools like Excel, Word, and Outlook. Consider preparing a few examples of how you've used these applications to enhance your work efficiency.
✨Practice Client Liaison Scenarios
Think about potential scenarios you might face when liaising with clients and Financial Advisers. Practising how you would handle these situations can help you articulate your approach during the interview, showcasing your problem-solving skills and customer service mindset.
