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For Companies At a Glance
- Tasks: Support client satisfaction and manage accounts while conducting product training sessions.
- Company: Join EDHEC, a leader in private investments and impactful research.
- Benefits: Enjoy an attractive salary, bonuses, healthcare, and pension plans.
- Why this job: Be part of a dynamic team that engages with the investment community and drives meaningful change.
- Qualifications: 3-5 years in finance, strong communication skills, and proficiency in Excel and PowerPoint required.
- Other info: Public speaking experience is a plus; flexibility and project management skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Client Service Specialist
Here at Alexander Lloyd, we are currently partnered with an established employee benefits consultancy that have a strong reputation in the market to support their search for a Client Service Specialist to join their team.
Role & Responsibilities:
- Delivering client support across PMI and related products such as dental, travel, EAPs, health screening, and cash plans.
- Efficiently manage client queries and support consultants with renewals and insurer switches.
- Ensuring timely and accurate communication of scheme renewals and maintain MI reporting.
- Supporting tenders and new business
- Build strong insurer and internal team relationships
Essential Criteria:
- Must have prior PMI/Healthcare administration experience
- Strong attention to detail
- Ability to work in a fast-paced environment
This role would be hybrid to a London office, with flexibility on the amount of days you attend.
If this opportunity sounds of interest, do reach out or apply today to discuss further!
Please quote 51508 when calling Collette Cardy at Alexander Lloyd or email them at cca@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Client Service Specialist employer: Alexander Lloyd
Contact Detail:
Alexander Lloyd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Specialist
✨Tip Number 1
Familiarize yourself with EDHEC's research and its impact on the investment community. Understanding their mission and how they engage with market participants will help you align your experience with their goals during discussions.
✨Tip Number 2
Highlight your experience in account management and client communication. Be prepared to discuss specific examples of how you've successfully managed client relationships and resolved issues, as this will demonstrate your fit for the role.
✨Tip Number 3
Brush up on your public speaking skills. Since the role involves conducting product training sessions and engaging with senior stakeholders, showcasing your ability to communicate effectively in these settings will be a big plus.
✨Tip Number 4
Be ready to discuss your proficiency with tools like Microsoft Excel, PowerPoint, and Salesforce. Providing examples of how you've used these tools to enhance client satisfaction or streamline processes can set you apart from other candidates.
We think you need these skills to ace Client Service Specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Service Specialist position. Tailor your application to highlight relevant experience in account management and client communication.
Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of EDHEC's mission and how your background in finance aligns with their objectives. Use specific examples from your past experiences that demonstrate your ability to enhance client satisfaction and manage accounts effectively.
Highlight Relevant Experience: In your CV, emphasize your 3-5 years of experience in the finance industry, particularly in roles related to account management or market research. Include any experience with Salesforce and your proficiency in Microsoft Excel and PowerPoint.
Showcase Communication Skills: Since the role requires strong communication skills, be sure to mention any public speaking or presentation experience you have. Highlight instances where you've successfully engaged with senior stakeholders or conducted training sessions.
How to prepare for a job interview at Alexander Lloyd
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in account management and how you've successfully maintained client relationships. Highlight specific examples where you improved client satisfaction or resolved issues effectively.
✨Demonstrate Financial Knowledge
Since the role requires subject matter knowledge in finance, especially private equity, brush up on relevant concepts and be ready to discuss how your background aligns with the company's focus.
✨Prepare for Product Training Scenarios
Think about how you would conduct product training sessions or use case demonstrations. Be ready to explain your approach to educating clients about data and methodology, as this is a key responsibility of the role.
✨Exhibit Strong Communication Skills
As a confident communicator, practice articulating your thoughts clearly and concisely. Prepare to engage in high-level conversations and demonstrate your ability to connect with senior industry stakeholders.
