Client Servicing Lead

Client Servicing Lead

City of London Full-Time 28000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead client services and support Advisers in delivering exceptional service.
  • Company: Join a well-established and successful practice affiliated with St. James's Place Plc.
  • Benefits: Enjoy a hybrid work model and competitive salary up to £35,000.
  • Why this job: Be part of a dynamic team that values client relationships and professional growth.
  • Qualifications: No specific qualifications required; enthusiasm and a passion for client service are key.
  • Other info: This role is perfect for those looking to make an impact in a supportive environment.

The predicted salary is between 28000 - 42000 £ per year.

Hours: Full-time

Location - London / Hybrid (3 days in office)

Salary - up to £35,000

Working as part of an Appointed Representative of St. James's Place Plc. The Practice is well established and highly successful.

Overall Job Purpose

The Client Servicing Lead will oversee all aspects of client services, across all Advisers and Clients, and will play a pivotal role.

Client Servicing Lead employer: Burgh Recruitment Limited

As a Client Servicing Lead at our esteemed practice in London, you will join a well-established and successful team that prioritises employee growth and development. We offer a supportive work culture with hybrid working options, allowing for a balanced professional and personal life, alongside competitive salary packages and opportunities to advance your career within the financial services sector.
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Contact Detail:

Burgh Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Servicing Lead

✨Tip Number 1

Familiarise yourself with the financial services industry, particularly the role of an Appointed Representative. Understanding how St. James's Place operates will give you a solid foundation to discuss during interviews.

✨Tip Number 2

Network with professionals in client servicing roles, especially those within financial services. Attend industry events or join relevant online forums to gain insights and make connections that could help you stand out.

✨Tip Number 3

Prepare to showcase your leadership skills by thinking of specific examples where you've successfully managed teams or projects. Highlighting your ability to oversee client services effectively will be crucial.

✨Tip Number 4

Research common challenges faced in client servicing within the financial sector. Being able to discuss these challenges and propose solutions will demonstrate your proactive approach and understanding of the role.

We think you need these skills to ace Client Servicing Lead

Client Relationship Management
Communication Skills
Problem-Solving Skills
Team Leadership
Attention to Detail
Time Management
Conflict Resolution
Organisational Skills
Financial Services Knowledge
Adaptability
Customer Service Excellence
Data Analysis
Project Management
Interpersonal Skills

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the responsibilities and expectations of the Client Servicing Lead position. Tailor your application to highlight relevant experience and skills that align with these requirements.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience in client servicing or related fields. Use bullet points to make it easy to read, and quantify your achievements where possible to demonstrate your impact.

Write a Strong Cover Letter: Your cover letter should complement your CV by providing context to your experiences. Explain why you are passionate about client servicing and how your background makes you a great fit for the role at St. James's Place Plc.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a Client Servicing Lead.

How to prepare for a job interview at Burgh Recruitment Limited

✨Understand the Role

Make sure you have a clear understanding of what a Client Servicing Lead does. Familiarise yourself with the responsibilities and expectations outlined in the job description, as this will help you tailor your answers to demonstrate your suitability for the role.

✨Showcase Your Communication Skills

As a Client Servicing Lead, effective communication is key. Prepare examples from your past experiences where you successfully managed client relationships or resolved conflicts. This will highlight your ability to connect with clients and advisers alike.

✨Research the Company

Take some time to learn about the company and its values, especially since it operates under St. James's Place Plc. Understanding their approach to client servicing will allow you to align your answers with their ethos during the interview.

✨Prepare Questions

Interviews are a two-way street. Prepare insightful questions about the team dynamics, company culture, and growth opportunities within the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Client Servicing Lead
Burgh Recruitment Limited
B
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