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- Tasks: Support financial advisers and paraplanners by managing client appointments and communications.
- Company: Join a well-established financial services firm near Wolverhampton, known for its supportive culture.
- Benefits: Enjoy a dynamic work environment with opportunities for training and development.
- Why this job: Be part of a team that values client service and professional growth in the finance sector.
- Qualifications: Degree-level education or relevant office experience; strong communication and IT skills required.
- Other info: Opportunity to learn and develop within a collaborative team atmosphere.
The predicted salary is between 28800 - 43200 £ per year.
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Job Reference:
23718cab21bb
Job Views:
3
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton. 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.
Responsibilities:
· Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
· Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce
· To prepare new and existing client meeting packs, generating wealth account reports, investor returns, valuation documents, and any other necessary information for the advisor in advance of the meetings
· Inputting of CFR documentation onto salesforce
· Creation and updating of salesforce records to ensure that GDPR, FCA and SJP protocols are adhered to
· Generating correspondence to clients, including Post Review Letters
· Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
· Processing fund switches and rebalances along with any other post meeting actions
· Processing withdrawals at the client’s request
· Prepare business submission documents, for onward allocation to the Paraplanning team
· Liaising with Paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
· Managing own and/or advisor’s mailbox in a timely and professional manner
· Prioritising and managing own workload
· Obtaining and maintaining a good knowledge of products offered
· Managing own learning and development, attending relevant training sessions where needed
· Provide cover for other team members upon request as per the business need
· To uphold the standards of the client service charter
· Participation in Administration team meetings
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)
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Client Services Administrator - Wolverhampton employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - Wolverhampton
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for this role. Consider taking an online course or watching tutorials to get comfortable with its features, especially around client management and data entry.
✨Tip Number 2
Brush up on your communication skills, both written and verbal. Practising how to engage professionally over the phone can make a big difference in how you connect with clients and colleagues.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. Being able to demonstrate your time management abilities will be crucial in this role.
✨Tip Number 4
Research the financial services industry and the specific products offered by the firm. Having a solid understanding of their services will help you stand out during any discussions with the hiring team.
We think you need these skills to ace Client Services Administrator - Wolverhampton
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-facing roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples from your past experiences that demonstrate your written communication skills and ability to manage multiple tasks effectively.
Highlight IT Proficiency: Since the role requires advanced knowledge of Word and Excel, be sure to mention any relevant software skills you possess. If you have experience with Salesforce or similar CRM systems, include that as well.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter. Check for any spelling or grammatical errors, as well as ensuring that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Organisational Skills
As a Client Services Administrator, you'll need to demonstrate your ability to manage multiple tasks efficiently. Prepare examples from your past experiences where you successfully organised appointments or managed workloads, highlighting your time management skills.
✨Familiarise Yourself with Salesforce
Since the role involves using Salesforce for logging client calls and managing records, it’s beneficial to have a basic understanding of the platform. If you have experience with similar CRM systems, be ready to discuss that and express your willingness to learn.
✨Prepare for Client Interaction Scenarios
You’ll be dealing with clients regularly, so think about how you would handle various situations. Practice responses to common client queries or concerns, and be ready to showcase your professional telephone manner during the interview.
✨Demonstrate Your Written Communication Skills
Given the importance of generating correspondence and preparing meeting packs, be prepared to discuss your writing experience. Bring examples of reports or communications you've drafted in previous roles to illustrate your proficiency.
