At a Glance
- Tasks: Support clients by managing appointments, preparing documents, and handling queries.
- Company: Join a rewarding organisation that values growth and teamwork.
- Benefits: Enjoy 30 days holiday, gym membership, and a supportive work environment.
- Other info: Flexible working hours and a vibrant team culture await you!
- Why this job: Kickstart your career in financial services with full training and development opportunities.
- Qualifications: No prior experience needed; just bring your enthusiasm and attention to detail.
The predicted salary is between 24000 - 24000 € per year.
This is a great opportunity to join a lovely and rewarding organization. Prior experience is not essential as full training will be provided, and what matters most is the desire to learn and build a worthwhile career.
Hours: 5 days per week – Monday to Friday, 9am until 5pm
Salary: £24,000
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company shutdown also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- In-house development path for those who want to develop throughout the various roles
- Team socials
Key Duties and Responsibilities:
- Prep of meeting packs (new and review)
- Completion of Annual Review letters within timescale
- Completion and updating of client personal information and details
- Completion of Fund switch letters within timescale
- Completing client change requests in contributions/bank details/address’s
- Diary management
- Appointment booking via telephone and email
- Review and overdue meeting management
- Adding leads and prospects to the system
- Withdrawals – taking client instruction and completing security checks
- Online access registering
- Pre-population of client information in various key documents
- ID & anti-money laundering checks
- Logging documentation on an internal server
- Client meeting reminders
- Preparation of welcome packs/sending
- Certifying docs
- Policy services request for information
- Calling third-party providers for information
- Scanning and processing incoming post
- Answering of incoming office calls
- Supporting with any broader general office support
- Supporting with client generic queries
Person Specification:
- Genuine interest in Financial Services
- Confident phone manner and dealing with clients
- Keen to develop and learn
- High level of attention to detail
- Highly organised and works with a proactive attitude
- Excellent written and verbal communication skills
- Excellent IT skills
- Approaches work positively with a can-do attitude and takes responsibility for own tasks
- Manages time effectively and can work within set timescales
- Works well as an individual and as part of a large team
Client Servicing Administrator in Wrexham employer: Career Choices Dewis Gyrfa Ltd
Join a supportive and nurturing organisation that prioritises employee development and well-being. With comprehensive training provided, a generous holiday allowance, and benefits like gym membership and an NHS Top-up Medical Cash Plan, this role offers a fulfilling career path in a collaborative environment. Located conveniently with free onsite parking and a vibrant team culture, this is an excellent opportunity for those eager to grow within the financial services sector.
Contact Detail:
Career Choices Dewis Gyrfa Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Administrator in Wrexham
✨Tip Number 1
Get to know the company culture! Before your interview, check out their social media and website. This will help you understand what they value and how you can fit in.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more comfortable you are, the better you'll come across during the real deal.
✨Tip Number 3
Show your enthusiasm! When you’re chatting with them, let your passion for the role shine through. They want to see that you’re eager to learn and grow within the company.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows you're genuinely interested and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Servicing Administrator in Wrexham
Some tips for your application 🫡
Show Your Enthusiasm:When writing your application, let your passion for learning and growing in the financial services sector shine through. We want to see that you're genuinely excited about the opportunity to join our team!
Tailor Your Application:Make sure to customise your CV and cover letter to highlight relevant skills and experiences, even if they’re not directly related. We appreciate a keen interest in the role and a proactive attitude, so show us how you fit the bill!
Be Clear and Concise:Keep your application straightforward and to the point. We love attention to detail, so make sure your writing is clear, free of errors, and easy to read. This will help us see your excellent communication skills right from the start!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Show Your Enthusiasm
Make sure to express your genuine interest in the financial services sector during the interview. Companies love candidates who are eager to learn and grow, so share your passion for the industry and how you see yourself developing within their organisation.
✨Demonstrate Attention to Detail
Since the role involves a lot of documentation and client information management, be prepared to discuss how you ensure accuracy in your work. You could mention any past experiences where attention to detail was crucial, even if they were in different contexts.
✨Practice Your Communication Skills
Given that this position requires excellent verbal and written communication, practice articulating your thoughts clearly. You might want to do a mock interview with a friend or family member to get comfortable speaking about your skills and experiences.
✨Prepare Questions to Ask
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, training opportunities, and team dynamics. This shows that you’re not only interested in the role but also in how you can fit into their team.
