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- Tasks: Support a busy financial services team by managing client records and liaising with stakeholders.
- Company: Join St. James’s Place, a top FTSE 100 Wealth Management firm with a stellar reputation.
- Benefits: Enjoy a competitive salary up to £38,000 and an excellent benefits package, including hybrid work options.
- Why this job: Be part of a dynamic team, making a real impact in clients' financial journeys.
- Qualifications: 2+ years in client servicing, strong customer service skills, and proficiency in Microsoft Office required.
- Other info: Candidates will undergo standard Financial and Identity checks upon offer.
The predicted salary is between 22800 - 42000 £ per year.
Location: London/Hybrid
Salary: Up to £38,000, depending on experience + excellent benefit package
Are you an enthusiastic Client Servicing Administrator who could fulfill a vital support function within a busy Financial Services and Wealth Management office? You will be working as part of a team at a highly respected Partner Practice of St. James’s Place Plc, providing bespoke financial advice and services to a broad range of clients, including individuals, high net worth individuals, families, and businesses.
The Role: Client Servicing Administrator duties include:
- Liaising with third-party providers to gather information for Planners to provide holistic financial planning solutions.
- Building strong relationships with clients and stakeholders, acting as the first point of contact for client administration and technical queries.
- Managing client records via CRM software, Salesforce, ensuring information is current.
- Being the key relationship manager with stakeholders including admin centers.
- Processing client withdrawals, redemptions, and new client money.
- Handling client portfolio changes, rebalancing, and ongoing advice documentation.
- Client onboarding administration.
- Reporting to Planners daily.
The Person: Candidate qualities include:
- Preferably 2+ years of experience in a client servicing support role within a St. James's Place Partner Practice.
- Excellent customer service skills and ability to build rapport.
- Strong attention to detail, problem-solving skills, and ability to think on your feet.
- Good time management and planning skills.
- Proficiency in Excel, Word, and Microsoft Office.
- Confidence in dealing with colleagues and third parties, maintaining discretion.
Please note that candidates will undergo standard Financial and Identity checks upon offer.
Application process: When applying, you will be directed to Burgh Recruitment's application site. Ensure you tick the Privacy Policy box and click 'apply to this job'. Confirmation will be sent via email.
Client Servicing Administrator employer: Burgh Recruitment Ltd (Financial Services)
Contact Detail:
Burgh Recruitment Ltd (Financial Services) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly the role of a Client Servicing Administrator. Understanding the nuances of client relationships and the specific services offered by St. James’s Place will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work at St. James’s Place or similar firms. Engaging with current employees can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Brush up on your CRM software skills, particularly Salesforce, as this is crucial for managing client records. Consider taking an online course or tutorial to enhance your proficiency, which will demonstrate your commitment to the role.
✨Tip Number 4
Prepare for potential interview questions by practising scenarios related to client servicing and problem-solving. Think of examples from your past experience where you successfully managed client relationships or resolved issues, as these will showcase your suitability for the role.
We think you need these skills to ace Client Servicing Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Client Servicing Administrator position. Tailor your application to highlight relevant experience and skills that match the role.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience in client servicing roles. Use bullet points to detail your achievements and responsibilities, particularly those that demonstrate your customer service skills and attention to detail.
Write a Strong Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention specific experiences that relate to the duties listed in the job description, such as managing client records or liaising with third-party providers.
Follow Application Instructions: When applying through Burgh Recruitment's site, make sure to tick the Privacy Policy box and follow all instructions carefully. Double-check your application for any errors before submitting to ensure it reflects your best self.
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨Know Your Role
Familiarise yourself with the specific duties of a Client Servicing Administrator. Understand how your role fits within the broader context of financial services and wealth management, especially in relation to St. James’s Place.
✨Showcase Your Customer Service Skills
Prepare examples that demonstrate your excellent customer service skills. Be ready to discuss how you've built rapport with clients and handled queries effectively in previous roles.
✨Highlight Your Attention to Detail
Since this role requires strong attention to detail, think of instances where your meticulousness has made a difference. Discuss how you manage client records and ensure accuracy in your work.
✨Be Prepared for Technical Questions
Brush up on your knowledge of CRM software, particularly Salesforce, as well as your proficiency in Excel and Microsoft Office. Be ready to answer questions about how you would use these tools in your daily tasks.