At a Glance
- Tasks: Provide top-notch support to clients and manage administrative tasks in a fast-paced environment.
- Company: Established and successful financial services firm with a supportive team culture.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Opportunity for training and career progression within the SJP Accreditation framework.
- Why this job: Join a dynamic team and make a real difference in client support and service.
- Qualifications: Experience in financial services and strong IT skills are essential.
The predicted salary is between 35000 - 35000 £ per year.
An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast‑paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful.
The Role:
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a point of contact for clients and third parties dealing with general enquiries.
- You will have experience with business submission using bespoke software.
- You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS’s, SIPP / SSAS.
- You will need to ensure that business is processed accurately and within agreed timescales.
- You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework.
The Person:
- This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all‑round knowledge which you are looking to expand and develop.
- You have excellent IT and communication skills, are highly organised and can make decisions.
- Ideally, you have used the CRM Salesforce, iBusiness & Docusign.
- You are a self‑starter and able to work with little or no supervision.
- You will take responsibility for coaching and/or mentoring newer members of the team and be an advocate of change.
- It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.
If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
Senior Client Support Administrator in Leeds employer: Burgh Recruitment
Join a dynamic and supportive team at a leading Partner Practice of St. James's Place Wealth Management in Gravesend, where your contributions as a Senior Administrator will be valued and rewarded. With a highly competitive salary, excellent benefits, and a focus on professional development, this role offers a unique opportunity to grow within a fast-paced environment that prioritises client service excellence and innovative solutions. Experience a collaborative work culture that encourages proactive ideas and fosters career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Support Administrator in Leeds
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Burgh Recruitment. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Burgh Recruitment before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Senior Client Support Administrator in Leeds
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Burgh Recruitment:Your cover letter is your chance to shine! Tell us why you want to work at Burgh Recruitment specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Burgh Recruitment!
How to prepare for a job interview at Burgh Recruitment
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
