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- Tasks: Support the Investment Management team and manage client interactions daily.
- Company: Join a dynamic investment management firm focused on client success and teamwork.
- Benefits: Enjoy a competitive salary, benefits, and the option to work from home after six months.
- Why this job: Be part of an inclusive team where your organisational skills make a real difference.
- Qualifications: 2+ years in financial services with strong MS Office and CRM skills required.
- Other info: Work hours are 8.30 to 5, Monday to Friday, in a collaborative office environment.
The predicted salary is between 28000 - 42000 £ per year.
Are you an Administrator, with 2+ years’ experience relating to all client admin in financial services?
Do you like dealing with clients, making a difference and love using your organisational skills?
Do you want to be valued? Use your initiative? Take ownership of the administration and organisation?
If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.
In-office Monday – Friday (leading to 1 day wfh after 6 months)
What you’ll be doing day-to-day:
- Supporting Investment Management team and their clients
- Liaising with dealers and brokers
- Preparing correspondence and meeting reports
- Using CRM software
- Processing investor applications and coordinating investor processes, including KYC
- Responding to client queries and attending meetings with clients
- Managing multiple appointments within a shared diary
- Keeping files up to date
- Keeping up to date on compliance and regulation
- Arranging events, lunches and meetings
- Attending client and compliance briefings
- Hours 8.30 – 5 and 5 days a week in the office
The skills you need to bring:
- Experience in financial services
- Strong MS Office and CRM skills
- Highly organised with ability to multi-task
- Superb client facing skills
- Confident communication skills
- Hard-working attitude
Client Services Administrator employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Familiarise yourself with the specific CRM software mentioned in the job description. If you have experience with similar systems, be ready to discuss how those skills can transfer to the new role.
✨Tip Number 2
Brush up on your knowledge of compliance and regulations within the financial services sector. Being able to demonstrate your understanding during interviews will show that you're proactive and serious about the role.
✨Tip Number 3
Prepare examples of how you've successfully managed multiple tasks or appointments in previous roles. This will highlight your organisational skills and ability to thrive in a busy environment.
✨Tip Number 4
Network with professionals in the investment management field. Engaging with current employees or attending industry events can provide insights and potentially lead to referrals for the position.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in client administration within financial services. Emphasise your organisational skills and any specific achievements that demonstrate your ability to manage multiple tasks effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client services and your understanding of the role. Mention your experience with CRM software and your ability to liaise with clients, dealers, and brokers, as these are key aspects of the job.
Highlight Relevant Skills: In your application, clearly outline your strong MS Office skills and any experience you have with compliance and regulation. This will show that you are well-prepared for the responsibilities of the position.
Show Enthusiasm: Convey your enthusiasm for the role and the company in your application. Let them know why you want to be part of their team and how you can contribute to their success, particularly in supporting the Investment Management team.
How to prepare for a job interview at Aldrich & Company Limited
✨Showcase Your Client-Facing Skills
As a Client Services Administrator, you'll be dealing with clients regularly. Prepare examples of how you've successfully managed client relationships in the past, highlighting your communication skills and ability to resolve issues.
✨Demonstrate Organisational Prowess
This role requires strong organisational skills. Be ready to discuss how you manage multiple tasks and appointments, perhaps by sharing specific tools or methods you use to stay organised and efficient.
✨Familiarise Yourself with Compliance and Regulations
Since the job involves keeping up to date on compliance, brush up on relevant regulations in the financial services sector. Showing that you understand the importance of compliance will impress your interviewers.
✨Highlight Your IT Skills
With a focus on CRM software and MS Office, be prepared to discuss your proficiency with these tools. If possible, mention any specific projects where you used these skills to improve processes or outcomes.
