At a Glance
- Tasks: Support financial advisers with client onboarding and administration tasks.
- Company: Dynamic financial services firm focused on client relationships.
- Benefits: Competitive salary, pension contributions, study opportunities, and bonus potential.
- Other info: Flexible working options and a supportive environment for career growth.
- Why this job: Join a vibrant team and make a real difference in client service.
- Qualifications: Experience in financial services and strong customer service skills required.
The predicted salary is between 30000 - 35000 £ per year.
The Role:
On behalf of our client, we are seeking a Client Services Administrator. This role supports financial advisers with client onboarding, ongoing administration, meeting preparation, and day-to-day client contact. You will act as a first point of contact for clients and help ensure that all records, review activity, and client communications are managed efficiently and to a high standard. The role is varied and includes both administrative and client-facing responsibilities.
Responsibilities will include:
- Deal with new enquiries and support the onboarding of new clients.
- Manage requests from existing clients and maintain strong working relationships.
- Deliver excellent customer service as the first point of contact for client queries and issues.
- Prepare client meeting packs and other marketing materials for financial advisers.
- Type up meeting packs from OneNote and ensure documentation is accurate.
- Update databases and client records, including Salesforce.
- Record all client contact by telephone and email, and ensure records are kept up to date.
- Keep clients informed every other week regarding outstanding work, including provider information and transfer work.
- Ensure appropriate client letters are issued following meetings, reviews, and new business activity.
- Submit electronic business submissions for any new business written.
- Carry out ad hoc client administration, including withdrawals and ISA top-ups where required.
- Check review frequencies, open advice records, and other diary tasks.
- Support the client review process and produce a monthly report for reviews due the following month.
- Assist with new client procedures and prospect management.
- Note important client updates and personal milestones where relevant, and update records accordingly.
- Meet and greet visitors and clients, and organise meeting set-up and refreshments.
- Carry out general office housekeeping and wider administrative support as needed.
The Person:
Our client is looking for an organised and professional individual with strong client service skills and a keen eye for detail. You will need to be confident handling a busy workload, maintaining accurate records, and communicating clearly with clients and colleagues.
Previous experience in a financial services administration or client support role in a financial services company.
Strong customer service and relationship management skills.
Excellent written and verbal communication skills.
Confident using databases and maintaining accurate records.
Strong organisational skills with the ability to manage multiple priorities.
A proactive and flexible approach to ad hoc tasks.
The Benefits:
20 days plus bank holiday (additional holiday at Christmas), Pension (10% employer contribution), Parking Permit, opportunities to study for financial qualifications. Superb bonus & commission.
The Location:
Clifton, Bristol with 1 day from home if required.
The Hours:
Monday - Friday 9am - 5pm.
The Salary:
£30-35,000.
Client Services Administrator in Bristol employer: Alexander Mae (Bristol) Ltd
Join a dynamic team in Clifton, Bristol, where we prioritise employee growth and development. As a Client Services Administrator, you'll enjoy a supportive work culture that values strong client relationships and offers excellent benefits, including a generous pension scheme and opportunities for further financial qualifications. With a flexible working arrangement and a focus on maintaining a healthy work-life balance, this role is perfect for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
Alexander Mae (Bristol) Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service and administration. Think about how your previous experiences align with the responsibilities of the role, and be ready to share specific examples that showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply directly through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up in the process. Plus, it’s super easy and straightforward!
We think you need these skills to ace Client Services Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services Administrator role. Highlight your experience in client support and administration, and don’t forget to mention any relevant financial services background. We want to see how you can bring your skills to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've delivered excellent customer service and managed client relationships in the past. We love a good story!
Show Off Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. Double-check your documents before submitting them through our website. We appreciate candidates who take pride in their work!
Be Yourself!:We’re looking for someone who fits in with our culture at StudySmarter. Don’t be afraid to let your personality shine through in your application. Show us your enthusiasm for the role and how you can contribute to our team!
How to prepare for a job interview at Alexander Mae (Bristol) Ltd
✨Know Your Client Services Inside Out
Before the interview, make sure you understand the key responsibilities of a Client Services Administrator. Familiarise yourself with client onboarding processes, how to manage client communications, and the importance of maintaining accurate records. This knowledge will help you demonstrate your suitability for the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've delivered excellent customer service. Think about times when you resolved client issues or built strong relationships. Being able to articulate these experiences will show that you have the right skills for this client-facing role.
✨Be Organised and Detail-Oriented
Since the role requires strong organisational skills and attention to detail, come prepared with a system to showcase how you manage multiple priorities. You could even bring a portfolio of your work or a mock-up of a client meeting pack to illustrate your ability to keep things organised.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
