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- Tasks: Join our team as a Client Services Administrator, handling client inquiries and managing workflows.
- Company: We are a leading firm in Wealth Management, dedicated to providing exceptional client service.
- Benefits: Enjoy hybrid working options and opportunities for continuous professional development.
- Why this job: This role offers a chance to grow in a dynamic environment while making a real impact.
- Qualifications: Experience in Wealth Management or Financial Services is essential; CII exam completion is encouraged.
- Other info: Apply with your CV to Tony Ward, referencing job 16868TW for more details.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a Client Services Administrator to join their team on a permanent basis. Hybrid working may be an option.
Responsibilities include (but are not limited to):
- Updating Confidential Financial Reviews input/updating
- Letter of Authority processing and chasing
- Oversee incoming funds
- Complete fund switches and send fund switch letters
- Pipeline review
- Respond to Client Inquiries (Technical and administrative)
- Manage workflow through Salesforce and Business Trackers
- Manage Outsourced Letter of Authority Process
- Manage Outsourced Administrative processes
- Continuous development towards AWM role
Skills and experience:
- Relevant experience in Wealth Management or Financial Services
- Willingness to complete CII exams
- Proficient in the use of Salesforce software
- Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills
For more information please send CV to Tony Ward quoting job reference 16868TW.
Client Service Administrator 16868TW employer: Barbara Houghton Associates Limited
Contact Detail:
Barbara Houghton Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator 16868TW
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for the role. Consider taking an online course or tutorial to boost your confidence and demonstrate your commitment to mastering the software.
✨Tip Number 2
Brush up on your knowledge of Wealth Management and Financial Services. Understanding industry trends and terminology will help you engage more effectively during interviews and show your enthusiasm for the field.
✨Tip Number 3
Prepare to discuss your experience with client inquiries and administrative processes. Think of specific examples where you've successfully managed similar tasks, as this will highlight your relevant skills.
✨Tip Number 4
Show your willingness to learn by mentioning your plans to complete CII exams. This demonstrates your commitment to professional development and aligns with the company's expectations for continuous growth.
We think you need these skills to ace Client Service Administrator 16868TW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management or Financial Services. Emphasise any specific roles or tasks that align with the responsibilities listed in the job description.
Showcase Technical Skills: Since proficiency in Salesforce and advanced MS Office skills are crucial, include examples of how you've used these tools in previous roles. Mention any specific projects or achievements that demonstrate your IT literacy.
Craft a Compelling Cover Letter: Write a cover letter that addresses why you are interested in the Client Services Administrator role. Discuss your willingness to complete CII exams and how your background prepares you for this position.
Follow Application Instructions: When submitting your application, ensure you quote the job reference 16868TW as specified. This shows attention to detail and helps the hiring manager easily identify your application.
How to prepare for a job interview at Barbara Houghton Associates Limited
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your knowledge of wealth management and financial services. Be prepared to discuss your relevant experience and how it relates to the responsibilities of the Client Services Administrator role.
✨Demonstrate Salesforce Proficiency
Since the role requires managing workflow through Salesforce, be ready to talk about your experience with the software. If possible, share specific examples of how you've used Salesforce in previous roles to improve efficiency or manage client relationships.
✨Highlight Your IT Skills
The job requires advanced skills in MS Outlook, Excel, PowerPoint, and Word. Prepare to discuss how you've utilised these tools in your past work, especially in relation to managing data or creating reports.
✨Express Your Willingness to Learn
The company values continuous development towards an AWM role. Be sure to express your enthusiasm for professional growth and your willingness to complete CII exams, showing that you're committed to advancing your career in financial services.
