At a Glance
- Tasks: Support financial advisers with client onboarding and administration tasks.
- Company: Join a dynamic financial services firm focused on client satisfaction.
- Benefits: Enjoy 20 days holiday, pension contributions, and study opportunities.
- Other info: Flexible working options and a supportive team environment.
- Why this job: Be the first point of contact for clients and make a real difference.
- Qualifications: Strong client service skills and attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
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:
- 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.
Requirements:
- 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.
Client Services Administrator 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 focus on work-life balance, you can also benefit from flexible working arrangements, making this an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Alexander Mae (Bristol) Ltd Recruitment 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 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 you can showcase your organisational skills and attention to detail, as these are key for the role. We recommend doing mock interviews with friends or using online resources to get comfortable.
✨Tip Number 3
When you land an interview, make sure to ask insightful questions about the company culture and client management processes. This shows you're genuinely interested and helps you assess if it's the right fit for you. Plus, it gives you a chance to demonstrate your proactive approach!
✨Tip Number 4
Don't forget to follow up after your interviews! A quick thank-you email reiterating your interest in the position can leave a lasting impression. And remember, apply through our website for the best chance at landing that Client Services Administrator gig!
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 your experience in client support and administration, and don’t forget to showcase your strong organisational skills and attention to detail!
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. Mention specific experiences that relate to client onboarding and maintaining records, and show us your passion for excellent customer service.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your communication skills. Keep your language clear and professional, and 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 from us!
How to prepare for a job interview at Alexander Mae (Bristol) Ltd
✨Know Your Client Services
Familiarise yourself with the key responsibilities of a Client Services Administrator. Understand the importance of client onboarding, maintaining records, and delivering excellent customer service. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Discuss how you've managed multiple priorities in previous roles, especially in a busy environment. This will reassure the interviewer that you can handle the varied tasks this role demands.
✨Communicate Clearly
Practice your verbal and written communication skills. Be ready to explain complex information simply, as you'll need to do this with clients. Consider preparing a brief summary of your experience that showcases your communication prowess.
✨Demonstrate Proactivity
Think of instances where you've taken the initiative in past roles. Whether it was improving a process or going above and beyond for a client, sharing these stories will show that you're proactive and ready to tackle ad hoc tasks in this new position.
