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- Tasks: Support clients and colleagues with administrative tasks in a dynamic office environment.
- Company: Join a respected financial services firm with a collaborative culture.
- Benefits: Competitive salary, training opportunities, and potential for career growth.
- Why this job: Make a real difference by providing exceptional support to clients and professionals.
- Qualifications: Experience in client support or administration; strong customer service skills required.
- Other info: Exciting opportunity to develop your skills in a fast-paced financial environment.
The predicted salary is between 25000 - 30000 £ per year.
Location: Wimborne (BH21)
Salary: £25,000-£30,000 per annum
Hours: Full time
Are you an enthusiastic Client Support Specialist eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs. The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role:
- You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice.
- You will manage and collate key data for reports and portfolio reviews.
- Dealing with enquiries and correspondence from clients and providers.
- Managing the database of clients and diary management for the Partner and Advisors.
- You will be processing new business and liaising with SJP admin teams.
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast-paced environment.
The Person:
- To be considered for this role you will need proven work experience as a Client Support Specialist / Administrator or within an office support role. Financial Services experience is useful but not essential.
- Excellent customer service and the ability to build rapport and manage client relationships.
- Strong attention to detail and be able to problem solve and think on your feet.
- Good time management and planning skills.
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
St. James's Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Client Support Specialist employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Specialist
✨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 hunt for a Client Support Specialist role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for Client Support Specialist roles and practice your answers. Highlight your customer service skills and any relevant experience, especially if you've worked with financial services before.
✨Tip Number 3
Show off your tech skills! Make sure you're comfortable with Excel, Word, and other Microsoft Office programs. If you can demonstrate your proficiency during an interview, it’ll give you a leg up over the competition.
✨Tip Number 4
Apply through our website! We love seeing enthusiastic candidates who are eager to join our team. Make sure to tailor your application to highlight how your skills align with the Client Support Specialist role and the values of our company.
We think you need these skills to ace Client Support Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Support Specialist role. Highlight your relevant experience and skills that match the job description, especially your customer service abilities and attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share specific examples of how you've successfully supported clients or managed administrative tasks in the past.
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Office programs like Excel and Word. These skills are essential for the role, so make them stand out in your application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Support Specialist. Familiarise yourself with the company’s services and values, especially their approach to client relationships. This will help you answer questions confidently and show that you're genuinely interested.
✨Showcase Your Skills
Highlight your experience in administrative tasks and customer service during the interview. Be ready to provide specific examples of how you've managed client relationships or solved problems in previous roles. This will demonstrate your ability to thrive in a busy office environment.
✨Be Personable
Building rapport is key in this role. During the interview, be friendly and approachable. Show your enthusiasm for helping clients and working as part of a team. Remember, they’re looking for someone who can connect with both colleagues and clients alike.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, training opportunities, or how success is measured in the role. It shows that you’re engaged and thinking about how you can contribute to the company.
