Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the friendly face of our team, managing client interactions and scheduling reviews.
- Company: Capstone Financial, a dynamic firm focused on exceptional client service.
- Benefits: Enjoy 25 days holiday, a pension scheme, and employee discounts.
- Other info: Hybrid working available after probation; thrive in a supportive team environment.
- Why this job: Join us to make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and proficiency in Microsoft Office required.
The predicted salary is between 30000 - 40000 £ per year.
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)
- Managing adviser diaries effectively
- 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.
Benefits
- 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 - Financial Services 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 - Financial Services in Altrincham
✨Tip Number 1
Get to know the company inside out! Research Capstone Financial, their values, and what they stand for. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is all about client interaction, make sure you can articulate your thoughts clearly and confidently. Role-play with a friend or family member to get comfortable with common interview questions.
✨Tip Number 3
Show off your organisational skills! Prepare a few examples of how you've managed multiple tasks or prioritised effectively in past roles. This will demonstrate your ability to handle the busy environment at Capstone Financial.
✨Tip Number 4
Don't forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a nice touch that shows your enthusiasm for the role and keeps you fresh in their minds.
We think you need these skills to ace Client Servicing Administrator - Financial Services 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 showcase your personality and explain why you’re the perfect fit for the Client Servicing Administrator role. Share specific examples of how you've delivered exceptional customer service in the past.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, so avoid jargon and make it easy for us to see your qualifications.
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 from us!
How to prepare for a job interview at Capstone Financial
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the job description. Familiarise yourself with the key responsibilities and skills required for the Client Servicing Administrator role. This will help you tailor your answers to show how your experience aligns perfectly with what they’re looking for.
✨Showcase Your Communication Skills
As this role involves a lot of client interaction, be prepared to demonstrate your strong communication skills. Practice answering questions clearly and confidently, and think of examples where you've successfully managed client relationships or resolved issues. This will highlight your ability to deliver exceptional customer service.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and organisational skills. Think of situations where you had to manage multiple tasks or prioritise effectively. Use the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your proactive approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. You might ask about the team dynamics, how success is measured in the role, or what a typical day looks like. It’s a great way to demonstrate your enthusiasm and ensure it’s the right fit for you too.