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- Tasks: Assist clients and Financial Advisers with queries and administration tasks.
- Company: Join Blue Arrow, a leading recruitment agency dedicated to connecting talent with opportunities.
- Benefits: Gain valuable experience in a dynamic environment with potential for future roles.
- Why this job: Perfect for those seeking hands-on experience in financial services while enhancing customer service skills.
- Qualifications: Strong communication skills and proficiency in Microsoft Office required.
- Other info: Immediate start for a temporary role lasting at least four weeks.
The predicted salary is between 24000 - 36000 £ per year.
Blue Arrow are currently recruiting for a Client Services Administrator for our Financial Planning client based near Livingston. An exciting full-time, temporary role has arisen for the successful candidate to join a team who work with external Financial Services clients. Your main focus will be to assist with their day to day needs to support the administration and provide excellent customer service. Please note that you must be available to start immediately, and be able to work for the next four weeks at least.
Job specification:
- To be the first point of call for our clients and Financial Advisers.
- Answering general queries by telephone, post and email.
- Processing incoming mail.
- Requesting information from life providers, and sourcing information where required.
- Producing client valuation reports as and when requested by clients.
- Using the company custom built system to process information and keep records up to date.
- Process sensitive client documents, using the utmost discretion.
- Chase outstanding mandates.
Role: This is a short term temp cover, that will see you making outbound calls to Financial Services partners and providers to obtain missing information and update records accordingly.
Candidate Attributes:
- First class communication skills, both oral and written.
- Strong working knowledge of Microsoft Office packages.
- Ability to work under pressure and to tight deadlines.
- Able to adapt to fast paced changes within the Financial Services industry.
Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.
Client Services Administrator in Linlithgow employer: Blue Arrow - Edinburgh
Contact Detail:
Blue Arrow - Edinburgh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Linlithgow
✨Tip Number 1
Familiarise yourself with the Financial Services industry, especially the role of a Client Services Administrator. Understanding the key terms and processes will help you engage confidently during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Practice your communication skills, as they are crucial for this position. Consider role-playing common client scenarios with a friend or family member to enhance your ability to handle queries effectively and professionally.
✨Tip Number 3
Get comfortable with Microsoft Office, particularly Excel and Word, since these tools are essential for processing information and creating reports. You might want to explore online tutorials to brush up on any specific features you’re less familiar with.
✨Tip Number 4
Be prepared to discuss how you handle pressure and tight deadlines. Think of examples from your past experiences where you successfully managed stressful situations, as this will show your potential employer that you can thrive in a fast-paced environment.
We think you need these skills to ace Client Services Administrator in Linlithgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and administration. Emphasise your communication skills and any previous roles where you provided excellent customer service.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your ability to handle queries via telephone, post, and email, and your experience with Microsoft Office packages.
Showcase Relevant Skills: In your application, clearly demonstrate your ability to work under pressure and meet tight deadlines. Provide examples of how you've adapted to fast-paced environments in the past.
Proofread Your Application: Before submitting, carefully proofread your application 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 Blue Arrow - Edinburgh
✨Showcase Your Communication Skills
As a Client Services Administrator, you'll be the first point of contact for clients and Financial Advisers. Make sure to demonstrate your excellent oral and written communication skills during the interview. Practice answering common questions clearly and concisely.
✨Familiarise Yourself with Microsoft Office
Since strong working knowledge of Microsoft Office is essential for this role, brush up on your skills before the interview. Be prepared to discuss how you've used these tools in previous roles, especially in relation to processing information and keeping records.
✨Prepare for Fast-Paced Scenarios
The financial services industry can change rapidly, so be ready to discuss how you handle pressure and tight deadlines. Think of examples from your past experiences where you successfully adapted to changes or managed multiple tasks at once.
✨Understand the Role's Responsibilities
Make sure you have a clear understanding of the job description and responsibilities. Be prepared to explain how your skills and experiences align with the tasks mentioned, such as processing sensitive documents and producing client valuation reports.
