Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and manage client relationships in a dynamic office environment.
- Company: Established financial services firm with a friendly and supportive team culture.
- Benefits: Full training, career development opportunities, and a chance to make a real impact.
- Why this job: Kickstart your career in finance while helping clients achieve their goals.
- Qualifications: Degree-level education or relevant office experience; strong communication and organisational skills.
- Other info: Ideal for those passionate about financial services and eager to learn.
The predicted salary is between 30000 - 42000 £ per year.
We are seeking a Client Services Administrator to join a well-established financial services firm based near Birmingham. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
THE ROLE
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.
- CLIENT SERVICES
- Provide a high level of aftercare to all existing clients;
- Support the advisers with information requests as required;
- Organise and manage campaigns throughout the year to ensure relevant allowances are used;
- Assist with top-ups, transfers and withdrawals;
- Manage the client annual review process;
- Send quarterly valuation reports to all clients;
- DATA PROCESSING
- Input and update client information into the CRM;
- Generate reports to monitor company performance;
- Develop CRM processes to improve general efficiency;
- Utilise mail merges to contact clients for any unused allowances and annual review reminders;
- AD HOC TASKS
- Maintain Continuous Professional Development (CPD) by attending seminars and completing exams;
- Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them;
- Review previous files to ensure all the required documents are in each file;
- Use our compliance help desk to keep up to date with any regulation;
THE CANDIDATE
Essential experience and qualifications:
- A degree-level education or previous work experience in an office environment to a high standard;
- We need a bright, organised and hardworking individual who can demonstrate:
- Very good written communication skills;
- Engaging and professional telephone manner;
- Time management and the ability to multi-task is essential;
- A systematic and methodical approach to tasks;
- IT literacy (advanced knowledge of Word and Excel and the ability to learn new software);
- A hardworking and positive attitude;
- A good team player;
This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change. This role will be an office-based position.
CLIENT SERVICES ADMINISTRATOR - BIRMINGHAM employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CLIENT SERVICES ADMINISTRATOR - BIRMINGHAM
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about openings at firms like the one you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for that interview! Research the company and its client services approach. Think about how your skills align with their needs, and be ready to share examples of how you've excelled in similar roles or tasks.
✨Tip Number 3
Show off your tech skills! Since the role involves CRM and data processing, brush up on your IT literacy. Be prepared to discuss your experience with software like Word and Excel, and maybe even demonstrate your ability to learn new tools quickly.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team and are proactive about your job search.
We think you need these skills to ace CLIENT SERVICES ADMINISTRATOR - BIRMINGHAM
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Services Administrator role. Highlight your written communication skills and any relevant office experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the financial services sector and how your background makes you a great fit for our team. Keep it engaging and professional!
Show Off Your IT Skills: Since we value IT literacy, mention your advanced knowledge of Word and Excel. If you've used CRM systems before, definitely include that too! We love seeing candidates who are tech-savvy.
Apply Through Our Website: We encourage you to apply directly through our website. 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 Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Before the interview, make sure you understand the financial services sector and the specific role of a Client Services Administrator. Research the company’s values and recent news to show your genuine interest.
✨Showcase Your Skills
Prepare examples that highlight your written communication skills and your ability to manage multiple tasks. Think of situations where you’ve successfully supported a team or handled client requests efficiently.
✨Practice Makes Perfect
Rehearse common interview questions related to client services and data processing. Practising with a friend can help you articulate your thoughts clearly and confidently during the actual interview.
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics or the training process. This shows you’re engaged and eager to learn more about how you can contribute.
