At a Glance
- Tasks: Support clients and financial planners, ensuring excellent service and administration.
- Company: Join a dynamic financial services team focused on client satisfaction.
- Benefits: Competitive salary, pension contributions, medical cashback, and generous leave.
- Other info: Flexible working patterns available and opportunities for professional development.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: A Levels or equivalent, with experience in financial services preferred.
The predicted salary is between 30000 - 35000 £ per year.
A highly motivated Client Services Senior Executive to join our growing Client Services team. They will be working in collaboration with financial planners and other colleagues to provide administration support in processing new and existing business for our clients, whilst supporting the Client Services Manager with additional duties. This is a full‑time, permanent role. However, if you require some flexibility, we are open to having a chat about different working patterns.
Key Responsibilities
- Client Administration
- Building and maintain strong client relationships
- Understanding client needs to provide appropriate administration support
- Provide excellent client experience
- Handle client queries, resolving issues and escalating complex matters as appropriate.
- Organise client meetings for financial planners.
- Write templated letters to clients acting on advice, written instructions from client meetings or ad‑hoc requests.
- Create and maintain accurate client records on Intelliflo in line with company procedures and policies.
- Liaise with Product providers and other third parties where appropriate
- Collaboration with Stakeholders
- Collaborating with other internal teams to ensure client satisfaction is met.
- Participating in team meetings and support other team members where appropriate.
- Additional Senior Responsibilities
- Train & support junior members
- Able to exceed OKR’s
- Contribute to project work and drive continuous improvements
- Consistent positive feedback from FP’s is an expectation
- Mentor or oversee junior team members
- Trial new software, processes, or ways of working
- Help improve internal processes or elevate client service standards
- Idea generation - proactively identify client needs and growth opportunities
Skills and Experience
- Experience/Qualifications
- Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 or above
- Four years’ experience in a similar role within financial services preferred.
- Skills and Knowledge
- Proficiency in Microsoft Office Suite
- Experience in Intelliflo preferred
- Able to work within a defined business process.
- Ability to achieve agreed outcomes without supervision.
- Ability to work independently or in a team.
- Detailed and accurate.
- Organisational, prioritisation and time management skills.
- Excellent verbal and written communication skills.
Benefits
- 5% pension contribution
- Occupational sick pay
- Medical cashback plan
- Death in service cover
- 26 days leave – in addition to bank holidays and more voluntary benefits.
- Salary: 30-35K
Client Services Senior Executive in Oxford employer: Craven Street Wealth
Join our dynamic Client Services team as a Senior Executive, where you will thrive in a supportive and collaborative work environment that prioritises client satisfaction and employee growth. With flexible working patterns, comprehensive benefits including a 5% pension contribution and medical cashback plan, and opportunities for professional development, we are committed to fostering a culture of excellence and innovation. Our location offers a vibrant atmosphere that enhances both personal and professional life, making us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Senior Executive in Oxford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Craven Street Wealth. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Senior Executive in Oxford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Craven Street Wealth.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Craven Street Wealth's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Craven Street Wealth
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Craven Street Wealth.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Craven Street Wealth will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Craven Street Wealth employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
