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- Tasks: Manage client communications and support advisers in delivering exceptional service.
- Company: Join a growing Financial Services Administration team in Glasgow.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Be a key player in enhancing client experiences and building strong relationships.
- Qualifications: 2 years in financial services administration and strong communication skills.
- Other info: Opportunity for career growth and to contribute ideas for process improvement.
The predicted salary is between 36000 - 60000 £ per year.
Eden Scott's Client is seeking a highly organised and detail-focused Client Account Manager to join a growing Financial Services Administration team based in Glasgow. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys supporting advisers and paraplanners in delivering an exceptional service.
As a Client Account Manager, you will play a key part in ensuring a smooth and professional experience for clients. You’ll be responsible for managing client communications, processing financial documentation, and supporting the advice process from start to finish. You’ll build strong working relationships with advisers, paraplanners, and product providers, ensuring all administration is completed accurately, efficiently, and in line with compliance standards.
Key Responsibilities- Manage client communications, respond to queries, and schedule adviser meetings
- Process new business applications, fund switches, withdrawals, and other client instructions
- Maintain accurate client records and ensure documentation meets compliance requirements
- Liaise with product providers to obtain valuations and policy information
- Support advisers and paraplanners with all administrative aspects of client accounts
- Log and document all client interactions appropriately
- Assist with onboarding new clients, including preparing welcome packs and carrying out compliance checks
- Monitor workflow to ensure all tasks are completed within agreed service levels
- Contribute ideas to improve administrative processes and enhance client service
- Minimum 2 years’ experience in financial services administration or a client servicing role
- Strong understanding of pensions, investments, and protection products
- Excellent communication and interpersonal skills
- High level of accuracy and attention to detail
- Proficient in Microsoft Office and CRM systems
- Desirable: Experience with Intelligent Office, Selectapension, Fincalc, or FE Analytics
- Knowledge of FCA regulations and compliance processes
- Working towards or interested in pursuing industry qualifications (e.g., CII Certificate/Diploma)
If you are interested in this role please contact Karen Kerr or email or call Karen on 0131 5501129. Please only apply if you are based in Scotland and can travel to Glasgow; this role does not allow for sponsorship.
Client Account Manager (Financial Services) - Glasgow (Office-Based) employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Account Manager (Financial Services) - Glasgow (Office-Based)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Account Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Account Manager, you'll need to be clear and concise. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of standing out. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Client Account Manager (Financial Services) - Glasgow (Office-Based)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Account Manager role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing enthusiasm and a personal touch!
Showcase Your Communication Skills: Since this role involves a lot of client communication, make sure to demonstrate your excellent communication skills in your application. Whether it's through your writing style or examples of past interactions, we want to see how you connect with clients.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Organisational Skills
As a Client Account Manager, organisation is key. Prepare examples from your past experience where you've successfully managed client communications or processed documentation efficiently. This will demonstrate your ability to thrive in a fast-paced environment.
✨Practice Your Communication
Since you'll be liaising with advisers, paraplanners, and clients, strong communication skills are essential. Practise articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable.
✨Be Ready to Discuss Compliance
Familiarise yourself with FCA regulations and compliance processes, as these are crucial in the financial services sector. Be prepared to discuss how you ensure compliance in your work, as this will highlight your attention to detail and professionalism.