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For Companies At a Glance
- Tasks: Manage client relationships and provide top-notch support to Financial Advisers.
- Company: Leading financial advisory firm with a focus on client satisfaction.
- Benefits: Competitive salary, health benefits, pension scheme, and training opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial advisory firm in Taunton is seeking a Client Services Executive for a remote working role. The ideal candidate will manage client relationships and provide exceptional administrative support to Financial Advisers.
Responsibilities include:
- Liaising with clients
- Managing expectations
- Supporting the team with technical tasks
This full-time position offers a competitive salary and benefits, including training opportunities, a contributory pension scheme, and health benefits.
Remote Client Services Specialist – Wealth Management in Taunton employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Client Services Specialist – Wealth Management in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech. We want you to shine, so practice common interview questions related to client services and wealth management.
✨Tip Number 3
Showcase your skills! During interviews, highlight your experience in managing client relationships and any technical tasks you've tackled. We love hearing about real-life examples that demonstrate your expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates who fit our culture.
We think you need these skills to ace Remote Client Services Specialist – Wealth Management in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and administrative support. We want to see how your skills align with the role of a Client Services Executive, 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 passionate about wealth management and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since this role involves liaising with clients, it’s crucial to demonstrate your communication prowess. Whether it’s in your CV or cover letter, make sure to highlight any experience where you’ve successfully managed client relationships.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Client Services Inside Out
Before the interview, brush up on your knowledge of client services in wealth management. Understand the key responsibilities of the role and be ready to discuss how you can manage client relationships effectively and provide top-notch administrative support.
✨Showcase Your Communication Skills
Since you'll be liaising with clients, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and confidently, and prepare examples of how you've successfully managed client expectations in the past.
✨Be Ready for Technical Questions
As the role involves supporting Financial Advisers with technical tasks, expect some questions about relevant tools and software. Familiarise yourself with common platforms used in wealth management and be prepared to discuss your experience with them.
✨Highlight Your Teamwork Experience
This position requires collaboration with a team, so be sure to share examples of how you've worked effectively with others. Discuss any experiences where you supported colleagues or contributed to team goals, as this will show you're a great fit for their culture.
