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- Tasks: Be the friendly face of our team, managing client interactions and ensuring exceptional service.
- Company: Capstone Financial, a supportive and dynamic workplace in Altrincham.
- Benefits: 25 days holiday, birthday off, pension scheme, life insurance, and employee discounts.
- Other info: Enjoy hybrid working after probation and participate in fun company events.
- Why this job: Join a vibrant team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills, attention to detail, and proficiency in Microsoft Office.
The predicted salary is between 25000 - 30000 £ per year.
Hours: Monday to Friday, 9:00am – 5:00pm (flexibility available)
About the Role
Capstone Financial is seeking a professional and personable Receptionist / Client Servicing Administrator to join our Operations Team in Altrincham. This is a key role within the business, supporting both our advisers and clients. You will be responsible for ensuring client reviews are scheduled and processed efficiently, maintaining a high level of accuracy and delivering an exceptional client experience at every touchpoint.
Key Responsibilities
- Acting as the first point of contact for clients, managing reception duties including answering and directing calls
- Coordinating meeting room bookings and ensuring rooms are prepared to a high standard
- Running reports via our back-office system to identify clients due for financial reviews
- Supporting advisers by providing reports and booking client review meetings
- Contacting clients to arrange review meetings (face‑to‑face or virtual)
- Logging all client interactions and maintaining accurate records within the system
- Following up with clients where contact has not been successful, including written communication in line with company processes
- Preparing client review packs for meetings
- Managing client engagement activities, including birthday communications and gifts
- Maintaining a professional and welcoming office environment
- Supporting general administrative tasks, including stock management of office supplies
- Delivering exceptional customer service both in person and over the phone
Skills & Experience
- Proficient in Microsoft Office (Outlook, Word, Excel, Teams)
- Strong communication and organisational skills
- Confident and professional telephone manner
- High attention to detail and accuracy
- Ability to manage multiple tasks and prioritise effectively
- Proactive, flexible, and team-oriented approach
- High level of integrity and respect for confidentiality
About You
You are confident, organised, and client-focused, with excellent interpersonal skills. You enjoy speaking with clients and take pride in delivering a high standard of service. You are proactive, efficient, and thrive in a busy, team-oriented environment.
25 days holiday plus your birthday off
Company pension scheme
Life insurance
Perkbox / employee discounts
Company events
Hybrid working available following successful completion of probation
Client Servicing Administrator in Altrincham employer: Capstone Financial
Contact Detail:
Capstone Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator in Altrincham
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Capstone Financial. Understand their values, mission, and what makes them tick. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills match the role of Client Servicing Administrator. The more comfortable you are, the better you'll come across during the actual interview.
✨Tip Number 3
Show off your personality! When you're speaking with potential employers, let your confidence and enthusiasm shine through. They want to see that you're not just capable but also a great fit for their team culture.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your appreciation for the opportunity and keeps you fresh in their minds. Plus, it’s a chance to reiterate your excitement about the role!
We think you need these skills to ace Client Servicing Administrator in Altrincham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your proficiency in Microsoft Office and any relevant client servicing experience to catch our eye!
Craft a Personal Cover Letter: Use your cover letter to show us your personality! Share why you’re excited about the role and how your background makes you a great fit for our team at Capstone Financial.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application is clear and professional. We want to see your strong communication skills right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Capstone Financial
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Servicing Administrator. Familiarise yourself with tasks like scheduling client reviews and managing reception duties. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated with clients in the past, whether over the phone or in person. This will highlight your strong communication skills, which are crucial for the job.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple tasks and prioritise effectively. You might want to share specific strategies or tools you use to stay organised, especially when coordinating meetings or handling administrative tasks. This will show that you can thrive in a busy environment.
✨Prepare for Scenario Questions
Expect questions that assess how you'd handle real-life situations, such as dealing with a difficult client or managing conflicting priorities. Think through potential scenarios and how you would respond, focusing on delivering exceptional customer service. This will help you stand out as a proactive and client-focused candidate.