Client Services Administrator - Hove

Client Services Administrator - Hove

Hove Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support client portfolios and manage records in a dynamic financial services environment.
  • Company: Join a well-established financial services firm located near Hove.
  • Benefits: Enjoy a collaborative work culture with opportunities for professional development.
  • Why this job: Gain valuable experience in client services while working with a supportive team.
  • Qualifications: A degree or relevant office experience is essential; strong communication skills are a must.
  • Other info: Ideal for organised, hardworking individuals eager to learn and grow.

The predicted salary is between 28800 - 43200 £ per year.

Client Services Administrator – Hove

We are seeking a Client Services Administrator to join a well-established financial services firm near Hove. The role involves supporting the management of client portfolios in coordination with Advisers, Paraplanners, and Client Relationship Managers. Main responsibilities include maintaining client records and preparing annual reviews.

Responsibilities:

  1. Making appointments for clients, confirming them in advance, and sending relevant pre-meeting information.
  2. Answering and logging all incoming client calls onto the CRM system, passing messages, and updating client contact information.
  3. Preparing meeting packs, generating reports, investor returns, valuation documents, and other necessary information for advisors.
  4. Inputting CFR documentation into the CRM system.
  5. Creating and updating records to ensure GDPR and FCA compliance.
  6. Generating client correspondence, including Post Review Letters.
  7. Liaising with external providers via letter, phone, and email to chase information requests.
  8. Processing fund switches, rebalances, withdrawals, and other post-meeting actions.
  9. Preparing business submission documents for the Paraplanning team.
  10. Liaising with the Paraplanning team to obtain client presentations and escalate issues when necessary.
  11. Managing own and/or advisor’s mailbox professionally and promptly.
  12. Prioritising workload effectively.
  13. Maintaining knowledge of offered products and attending relevant training.
  14. Providing cover for team members as needed.
  15. Upholding the standards of the client service charter.
  16. Participating in team meetings.

Essential experience and qualifications include a degree or previous office work experience to a high standard. The ideal candidate will be bright, organised, hardworking, with:

  • Excellent written communication skills.
  • Engaging and professional telephone manner.
  • Strong time management and multi-tasking abilities.
  • Systematic and methodical approach to tasks.
  • Advanced IT skills, especially in Word and Excel, with the ability to learn new software.

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Client Services Administrator - Hove employer: Artemis Recruitment Consultants

Join a well-established financial services firm in Hove, where we prioritise employee growth and development within a supportive work culture. Our team-oriented environment fosters collaboration and innovation, offering comprehensive training and opportunities for career advancement. Enjoy competitive benefits and the chance to make a meaningful impact in client services while working in a vibrant coastal location.
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Contact Detail:

Artemis Recruitment Consultants Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Administrator - Hove

✨Tip Number 1

Familiarise yourself with the financial services industry, especially the role of client services. Understanding the terminology and processes will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Practice your telephone communication skills. Since the role requires a professional telephone manner, consider role-playing with a friend to simulate client calls and improve your confidence.

✨Tip Number 3

Brush up on your IT skills, particularly in Word and Excel. Being proficient in these applications is crucial, so take some time to explore advanced features that could be beneficial in managing client records.

✨Tip Number 4

Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights into the role and potentially refer you to opportunities.

We think you need these skills to ace Client Services Administrator - Hove

Excellent Written Communication Skills
Engaging Telephone Manner
Time Management
Multi-tasking Abilities
Systematic Approach to Tasks
Advanced IT Skills
Proficiency in Microsoft Word
Proficiency in Microsoft Excel
CRM System Knowledge
GDPR Compliance Awareness
FCA Compliance Knowledge
Client Relationship Management
Attention to Detail
Organisational Skills
Ability to Work Independently
Team Collaboration

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 organisational skills, attention to detail, and any previous experience in client services or financial environments.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description that resonate with you, such as your ability to manage client records or your experience with CRM systems.

Highlight Communication Skills: Since excellent written communication is essential for this role, ensure your application reflects this. Use clear and concise language, and consider including examples of how you've effectively communicated with clients or colleagues in the past.

Showcase IT Proficiency: Given the emphasis on advanced IT skills, particularly in Word and Excel, mention any relevant software experience in your application. If you've used CRM systems or other financial software, be sure to include that information.

How to prepare for a job interview at Artemis Recruitment Consultants

✨Showcase Your Organisational Skills

As a Client Services Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to prioritise effectively.

✨Demonstrate Communication Proficiency

Since the role involves liaising with clients and team members, practice articulating your thoughts clearly. Be ready to discuss how you've handled client communications in the past, especially in challenging situations.

✨Familiarise Yourself with Financial Services

Research the financial services industry and the specific firm you're interviewing with. Understanding their products and services will show your genuine interest and help you answer questions more confidently.

✨Prepare for Technical Questions

Given the emphasis on IT skills, be prepared to discuss your proficiency in software like Word and Excel. You might be asked to solve a problem or demonstrate your knowledge of CRM systems, so brush up on relevant tools beforehand.

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