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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, bonus scheme, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients and developing your skills in finance.
- Qualifications: Experience in administration and strong customer service skills are essential.
- Other info: Be part of a motivated team in a fast-paced, innovative environment.
The predicted salary is between 24000 - 36000 £ per year.
Location: West Park, North Leeds (LS16)
Salary: Up to 30,000 (Plus Bonus Scheme)
Are you an enthusiastic Client Services 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 Role:
- You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice.
- You will be contacting existing SJP clients and making appointments for review meetings with Advisors.
- 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.
- You will meet clients and visitors to the Practice and prepare the boardroom for meetings.
The Person:
- Proven work experience as an 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.
The Rewards:
- Collaborative working environment.
- The chance to extend your skills and experience.
- Joining a motivated team that works hard to make a success of this Practice.
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. 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 *****bn. 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. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Client Services Specialist in Ledston 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 Services Specialist in Ledston
✨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 Services 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 the company and its values, especially since they focus on bespoke financial advice. Think about how your skills in customer service and administration can shine in this role, and be ready to share specific examples.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable talking about your experience and how it relates to the Client Services Specialist position. This will help you articulate your thoughts clearly when it counts.
✨Tip Number 4
Don't forget to apply through our website! It’s super easy and ensures your application gets to the right people. Plus, we love seeing enthusiastic candidates who are keen to join our motivated team!
We think you need these skills to ace Client Services Specialist in Ledston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Specialist role. Highlight any relevant experience, especially in administration or customer service, and don’t forget to showcase your 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 explain why you’re the perfect fit for our team. Be sure to mention any specific skills that align with the job description.
Showcase Your Skills: We want to see your skills in action! If you have experience with Excel, Word, or other Microsoft Office programs, make sure to highlight that. Also, mention any experience managing client relationships or handling enquiries.
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application. Just follow the instructions on the application page and tick that Privacy Policy box before hitting 'apply'!
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Services Specialist. Familiarise yourself with the tasks mentioned in the job description, like managing client databases and handling enquiries. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Customer Service Skills
Since this role involves building rapport with clients, be prepared to share examples of how you've successfully managed client relationships in the past. Think of specific situations where you went above and beyond to provide excellent service, as this will highlight your suitability for the position.
✨Demonstrate Attention to Detail
Attention to detail is crucial in this role, especially when dealing with reports and data management. During the interview, mention instances where your keen eye for detail made a difference in your previous work. This will reassure them that you can handle the administrative tasks effectively.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and opportunities for growth. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
