Client Support Specialist – Financial Services (Hybrid)

Client Support Specialist – Financial Services (Hybrid)

Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide exceptional client support and administrative assistance in financial services.
  • Company: Benefact Group plc, a leading financial services provider in Newcastle upon Tyne.
  • Benefits: Hybrid working options, competitive benefits, and career development opportunities.
  • Other info: Great opportunity for growth in a supportive and collaborative environment.
  • Why this job: Join a dynamic team and enhance your skills while supporting clients on their financial journey.
  • Qualifications: Experience in financial services and strong IT skills, especially with Intelliflo Office software.

The predicted salary is between 30000 - 40000 £ per year.

Benefact Group plc in Newcastle upon Tyne is seeking a Client Support Administrator to provide exceptional service and administrative support. The successful candidate will work closely with Financial Advisers and clients, actively contributing to a smooth client journey.

Your role will involve gathering information, processing applications, and ensuring accurate client records. Candidates should possess financial services experience and strong IT skills, particularly with Intelliflo Office software.

Hybrid working options and career development opportunities are provided, alongside competitive benefits.

Client Support Specialist – Financial Services (Hybrid) employer: Benefact Group plc

Benefact Group plc is an outstanding employer located in Newcastle upon Tyne, offering a dynamic work culture that prioritises employee development and well-being. With hybrid working options and a commitment to providing exceptional service in the financial services sector, employees enjoy competitive benefits and the opportunity to grow their careers while making a meaningful impact on clients' journeys.

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Contact Details:

Benefact Group plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Support Specialist – Financial Services (Hybrid)

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about roles that might not even be advertised yet.

Tip Number 2

Prepare for those interviews! Research Benefact Group plc and understand their values and services. Tailor your answers to show how your experience aligns with their needs, especially your skills with Intelliflo Office software.

Tip Number 3

Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you feel more confident and articulate when discussing your experience in client support and financial services.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s super easy to keep track of your applications!

We think you need these skills to ace Client Support Specialist – Financial Services (Hybrid)

Client Service Skills
Administrative Support
Financial Services Experience
Information Gathering
Application Processing
Accurate Record Keeping
IT Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in financial services and any relevant IT skills, especially with Intelliflo Office software. We want to see how your background aligns with the role of Client Support Specialist!

Craft a Compelling Cover Letter:Use your cover letter to showcase your passion for providing exceptional client service. Tell us why you’re excited about the opportunity to work closely with Financial Advisers and clients – we love a good story!

Be Clear and Concise:When filling out your application, keep your responses clear and to the point. We appreciate straightforward communication, so make it easy for us to see why you’d be a great fit for the team.

Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!

How to prepare for a job interview at Benefact Group plc

Know Your Financial Services Stuff

Make sure you brush up on your financial services knowledge before the interview. Understand the basics of client support and how it relates to financial advising. This will help you answer questions confidently and show that you're genuinely interested in the role.

Familiarise Yourself with Intelliflo Office

Since the job requires strong IT skills, especially with Intelliflo Office software, take some time to get comfortable with it. If you can, practice using the software or watch tutorials online. Being able to discuss your experience with it during the interview will definitely give you an edge.

Prepare for Scenario Questions

Expect to be asked about how you would handle specific client situations. Think of examples from your past experience where you provided exceptional service or resolved issues effectively. This will demonstrate your problem-solving skills and ability to contribute to a smooth client journey.

Show Enthusiasm for Hybrid Working

Since this role offers hybrid working options, express your enthusiasm for this flexibility. Talk about how you manage your time and productivity in a hybrid environment. This shows that you’re adaptable and ready to thrive in their work culture.