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- Tasks: Join our team as a Client Services Administrator, providing top-notch support and administration.
- Company: We're a dynamic firm in London, dedicated to delivering high-quality, independent client advice.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a supportive team environment.
- Why this job: This role offers hands-on experience, a chance to grow your skills, and be part of a collaborative culture.
- Qualifications: We're looking for detail-oriented, organised individuals with a proactive mindset and strong communication skills.
- Other info: Ideal for high school and college students seeking a rewarding entry-level position in a vibrant industry.
The predicted salary is between 30000 - 36000 £ per year.
Type of Position: Client Services Administrator – London
Pay: £35k – £42k
Client Services Administrator – London
Our client in London is looking for a Client Services Administrator to join their busy firm. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
- Excellent attention to detail
- Highly organised, methodical, disciplined
- Able to prioritise
- Proactive approach
- Able to work under pressure and to tight timescales
- Team player and able to work under own initiative
- Enquiring mindset
- Flexible, driven and determined
- Business and commercial awareness
Specific Tasks / Responsibilities:
Administrative:
o Gathering data and preparing client valuations each month;
o Liaising with product providers to obtain plan information, illustrations, and other details, as required (for new clients and existing);
o Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports;
o Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting;
o Ensuring client management system is kept up to date by inputting client data into back-office system (currently Adviser Office);
o Ensuring client files are up to date, complete and tidy (and include current AML documentation);
o Ensuring reports are bound and dispatched to clients in a timely manner; and
o Managing the team diary for client and prospect meetings and supporting meeting preparation as required.
o Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures
o Gaining an understanding of and adhering to the ethos, culture, and purpose of the Company
o Undertake appropriate professional development and training
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Client Services Administrator - London 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 - London
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Adviser Office. Having a good grasp of this system will not only boost your confidence but also demonstrate your proactive approach to learning and adapting.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects simultaneously. This will highlight your ability to prioritise and work under pressure, which is crucial for the role.
✨Tip Number 3
Research the company’s ethos and culture thoroughly. Understanding their values will help you align your responses during any interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 4
Network with current or former employees on platforms like LinkedIn. Engaging with them can provide insights into the company’s working environment and expectations, giving you an edge in your application process.
We think you need these skills to ace Client Services Administrator - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Client Services Administrator. Emphasise your attention to detail, organisational skills, and ability to work under pressure.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific tasks from the job description, such as managing client data or liaising with product providers, to demonstrate your understanding of the position.
Highlight Relevant Skills: In your application, clearly outline your skills that match the job requirements, such as being methodical, proactive, and a team player. Use examples from past experiences to illustrate how you've successfully applied these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Attention to Detail
As a Client Services Administrator, attention to detail is crucial. During the interview, provide examples of how you've successfully managed tasks that required precision, such as preparing client valuations or maintaining accurate records.
✨Demonstrate Your Organisational Skills
Highlight your ability to stay organised and manage multiple tasks effectively. Discuss specific strategies you use to prioritise your workload, especially when working under pressure or tight deadlines.
✨Exhibit a Proactive Mindset
Employers value candidates who take initiative. Share instances where you anticipated needs or solved problems before they escalated, particularly in a team setting or while liaising with clients and providers.
✨Understand the Company Culture
Familiarise yourself with the company's ethos and values. Be prepared to discuss how your personal values align with theirs and how you can contribute to their mission of delivering high-quality, independent advice to clients.
