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- Tasks: Support financial advisers with admin tasks and client communications.
- Company: Join a reputable financial services firm based in Manchester.
- Benefits: Flexible working options and opportunities for growth in the financial sector.
- Why this job: Be the first point of contact for clients and enhance your skills in a dynamic environment.
- Qualifications: Experience in client services or administration, preferably in financial services.
- Other info: Immediate start available; perfect for organised and detail-oriented individuals.
The predicted salary is between 30000 - 42000 £ per year.
Job Title: Client Services Virtual Assistant Location: Manchester United Kingdom Start Date: Immediate / Flexible Contract Type: Permanent or Freelance options Reports To: Client Services Manager or Financial Adviser About the Role We are looking for a Client Services Virtual Assistant to support our clienta reputable financial services firm based in Manchester UK. This is perfect for someone who is organised detail-oriented and eager to grow within the financial services sector. As a Client Services Virtual Assistant you will provide administrative and operational support to financial advisers and the wider client services team. Youll be the first point of contact for clients and will ensure all documentation scheduling and communication processes run smoothly. Key Responsibilities: – Handle client communications via email and phone in a professional timely manner – Book and manage adviser calendars and client meetings – Prepare and send client documents (welcome packs fact-finds compliance forms) – Maintain accurate client records in CRM and document storage systems – Liaise with product providers (e.g. pension insurance companies) for policy information – Support client onboarding and track completion of required forms – Upload and organise client documents in cloud-based systems – Assist with client service reports and follow-ups – Ensure GDPR and confidentiality policies are upheld Required Skills & Qualifications: – Proven experience in client services virtual assistance or administration within financial services or a related sector – Strong understanding of financial products such as pensions investments and insurance is preferred – Proficient in CRM systems (e.g. Intelliflo Salesforce Xplan) and Microsoft Office suite (Excel Word Outlook) – Experience with compliance client onboarding and financial documentation processes – Excellent organisational communication and multitasking skills – Ability to work independently with minimal supervision managing deadlines effectively0 – Knowledge of GDPR and data protection best practices – Experience liaising directly with clients and financial product providers Interested Send your resume to: Or message us on WhatsApp: (63)- Tag someone who fits the bill or share this post! Key Skills Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Employment Type : Full Time Experience: years Vacancy: 1
Client Services VA employer: Dr Jobs
Contact Detail:
Dr Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services VA
✨Tip Number 1
Familiarise yourself with the financial services sector, especially the products like pensions and insurance. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work as virtual assistants or in client services. Engaging with them can provide insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock schedule or client communication plan. Presenting this during an interview can showcase your proactive approach and readiness for the role.
✨Tip Number 4
Brush up on your CRM skills, especially with systems like Intelliflo or Salesforce. Being able to discuss your experience or even demonstrate your proficiency can set you apart from other candidates.
We think you need these skills to ace Client Services VA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and administration, particularly within the financial services sector. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and attention to detail. Mention specific experiences where you've successfully managed client communications or supported a team, and express your eagerness to grow in the financial services field.
Showcase Relevant Skills: In your application, emphasise your proficiency with CRM systems and Microsoft Office. Provide examples of how you've used these tools to improve efficiency or enhance client service in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Dr Jobs
✨Showcase Your Organisational Skills
As a Client Services Virtual Assistant, being organised is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past, and be ready to discuss your methods for staying organised.
✨Demonstrate Your Communication Skills
Since you'll be the first point of contact for clients, it's crucial to show that you can communicate effectively. Practice clear and concise responses to common interview questions, and consider how you would handle client communications professionally.
✨Familiarise Yourself with Financial Products
Having a strong understanding of financial products like pensions and investments will set you apart. Brush up on these topics before the interview, and be prepared to discuss how your knowledge can benefit the team.
✨Highlight Your Tech Savviness
Proficiency in CRM systems and Microsoft Office is essential for this role. Be ready to talk about your experience with these tools, and if possible, provide specific examples of how you've used them to improve efficiency in previous roles.
