At a Glance
- Tasks: Manage client onboarding, transitions, and offboarding for a seamless experience.
- Company: Join a dynamic team focused on client success and operational excellence.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to grow in a fast-paced, collaborative setting.
- Why this job: Be the key contact for clients and make a real difference in their journey.
- Qualifications: Knowledge of AML, KYC, and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
To manage and coordinate the successful onboarding, transition, and offboarding of clients, ensuring a smooth client experience while working closely with internal stakeholders and external partners.
The role combines client service, project coordination, regulatory compliance, and operational support.
Responsibilities
- Client onboarding and offboarding
- Coordinate the onboarding of new clients following successful business pitches.
- Manage complex client transitions into CCLA funds.
- Support the offboarding of clients and transfer of assets to new fund managers.
- Maintain onboarding and offboarding tracking records and progress reports.
- In the absence of the Manager, attend internal meetings to gain familiarity of potential clients
- Client service
- Act as a key point of contact during transitions.
- Follow up with clients via telephone, email, and meetings.
- Respond to complex client queries and escalate issues when necessary.
- Ensure a professional and efficient client experience throughout the transition process.
- Support AML and KYC checks.
- Gather and validate client documentation.
- Identify and escape compliance concerns.
- Support risk assessments and regulatory requirements.
- Ensure adherence to FCA, Mi FID, and FATCA requirements.
- Operational coordination
- Coordinate asset transfers and in-specie transitions.
- Ensure investment restrictions are correctly implemented within operational systems.
- Work with Operations to manage market openings and transition activities.
- Complete investment management agreements accurately.
Skills, experience & knowledge
- Technical skills
- Knowledge of AML and KYC processes.
- Understanding of FCA regulations, Mi FID, and FATCA.
- Awareness of investment management processes and asset classes.
- Understanding of charity and trustee law.
- Strong written and verbal communication.
- Ability to communicate effectively with clients and senior stakeholders.
- Relationship-building and stakeholder engagement skills.
- Organisational skills
- Excellent attention to detail.
- Ability to manage multiple projects and deadlines simultaneously.
- Strong administrative and record-keeping capabilities.
- Effective problem-solving and issue escalation.
- Interpersonal skills
- Collaborative working style.
- Client-focused approach.
- Professionalism and discretion.
- Ability to build trust with internal and external stakeholders.
Client Support Administrator employer: CCLA Investment Management
Jupiter Asset Management is an exceptional employer, offering a dynamic work environment where the Relationship Support Executive plays a crucial role in supporting a dedicated team of client managers and directors. With a strong focus on professional development, employees are encouraged to take initiative and contribute to process improvements, fostering a culture of collaboration and innovation. Located in a vibrant area, the company provides unique opportunities for networking within the charity sector, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
CCLA Investment Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Administrator
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at CCLA Investment Management. 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 CCLA Investment Management 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 Client Support Administrator
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 CCLA Investment Management:Your cover letter is your chance to shine! Tell us why you want to work at CCLA Investment Management 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 CCLA Investment Management!
How to prepare for a job interview at CCLA Investment Management
✨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.
