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- Tasks: Support clients and manage records while ensuring smooth operations.
- Company: AFH Wealth Management, a growing firm with a supportive culture.
- Benefits: Flexible working, social events, pension scheme, and competitive salary.
- Why this job: Join a dynamic team and make a real difference in client services.
- Qualifications: Strong admin skills and ability to work both independently and in a team.
- Other info: Entry-level position with great growth potential in the banking industry.
The predicted salary is between 28800 - 43200 £ per year.
We are looking for someone who wishes to grow with us as a business and support our strong growth plans. This full-time, permanent position offers hybrid working, a competitive salary and a range of benefits. The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through careful submission of transactions and documentation while maintaining investments.
Key responsibilities:
- Maintain client records on both internal and external platforms.
- Ensure all client files are accurate and compliant.
- Organise and pre-populate client documentation for account set-ups and transactions.
- Process instructions on behalf of clients such as creating new accounts, fund switches, withdrawals, contributions to client plans, death claims and leavers.
- Calculate performance fees and provide information for accounts to produce client invoices.
- Monitor group inboxes and respond to client enquiries.
- Other administration duties including answering incoming calls, downloading call recordings, scanning incoming post, etc.
- Adhere to the company’s service levels according to established procedures.
Qualifications and attributes:
- Ability to work with team members and complete tasks independently.
- Understanding of processes & documentation controls.
- Confidence in becoming a point of contact for clients and providers regarding queries.
- Proven efficient administration skills.
- Awareness of the FCA Handbook sufficient to comply with regulations, or ability to recognise when specialist support is needed (desirable).
Benefits and perks:
- Flexible working & holidays.
- Social perks – annual Christmas and summer parties.
- Pension scheme and death-in-service benefit.
Position details:
- Location: Littlewick Green, England, United Kingdom.
- Seniority level: Entry level.
- Employment type: Full-time.
- Job function: Other.
- Industry: Banking.
To learn more about this opportunity and the culture of AFH Wealth Management, visit our Careers website or email the People Resourcing team at recruitment@afhgroup.com. We look forward to hearing from you!
Client Services Administrator employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Network like a pro! Reach out to current employees at AFH Wealth Management on LinkedIn. A friendly chat can give you insider info and might just get your application noticed.
✨Tip Number 2
Prepare for the interview by practising common questions related to client services. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed client records or handled administrative tasks efficiently in the past.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Remember, we want to see your passion!
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight relevant experience and skills that match the job description, like your admin skills and understanding of documentation controls.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how you can contribute to AFH Wealth Management's growth plans. Keep it concise but impactful.
Showcase Your Attention to Detail: Since this role involves maintaining accurate client records and processing transactions, demonstrate your attention to detail in your application. Double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the key responsibilities of a Client Services Administrator. Familiarise yourself with client record management, transaction processes, and compliance requirements. This will help you answer questions confidently and show that you're ready to hit the ground running.
✨Showcase Your Admin Skills
Be prepared to discuss your previous administrative experience. Think of specific examples where you've maintained accurate records or handled client queries effectively. Highlighting your organisational skills and attention to detail will demonstrate that you can manage the demands of the role.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s growth plans and how the Client Services Administrator fits into that vision. This shows your interest in the role and helps you gauge if the company is the right fit for you.
✨Emphasise Teamwork and Independence
Since the role requires both teamwork and independent work, be ready to share examples of how you've successfully collaborated with others while also managing tasks on your own. This balance is crucial for the position, and demonstrating it will set you apart from other candidates.
