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- Tasks: Support financial advisors with client onboarding and prepare meeting materials.
- Company: A growing financial services firm with a people-first culture.
- Benefits: Excellent benefits, supportive environment, and full-time office-based role.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Organised and people-focused individuals, both experienced and recent graduates welcome.
- Other info: Great opportunity for career growth in a friendly workplace.
The predicted salary is between 28800 - 42000 £ per year.
A growing financial services firm in England is looking for a Client Services Administrator to provide essential administrative support to financial advisors. This role is ideal for organized and people-focused individuals, whether experienced or recent graduates.
Responsibilities include:
- Handling client onboarding
- Preparing meeting materials
- Being the welcoming face for clients
The company offers a supportive culture and excellent benefits, all within a full-time office-based setting.
Client Services Admin — Finance, 35h/wk, People-First in Cheltenham employer: Fortem People
Contact Detail:
Fortem People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Admin — Finance, 35h/wk, People-First in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Client Services Admin role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm is all about being people-first, think of examples from your past experiences that showcase your organisational skills and how you’ve supported clients or teams.
✨Tip Number 3
Practice your communication skills! As a Client Services Admin, you'll be the welcoming face for clients. Role-play common interview questions with a friend to ensure you come across as friendly and professional.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over other candidates. Let’s get you that job!
We think you need these skills to ace Client Services Admin — Finance, 35h/wk, People-First in Cheltenham
Some tips for your application 🫡
Show Your Organisational Skills: In your application, highlight any experience you have with organisation and administration. We want to see how you can keep things running smoothly, so share examples of how you've managed tasks or projects in the past.
Be Personable: Since this role is all about client interaction, let your personality shine through! Use a friendly tone in your writing and mention any customer service experience you have. We love people-focused individuals!
Tailor Your Application: Make sure to customise your application for this specific role. Refer to the job description and align your skills and experiences with what we're looking for. It shows us that you’re genuinely interested in joining our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Fortem People
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and the role of a Client Services Administrator. Brush up on common terms and processes related to client onboarding and support. This will show your potential employer that you're genuinely interested and ready to hit the ground running.
✨Showcase Your People Skills
Since this role is all about being the welcoming face for clients, prepare examples of how you've successfully interacted with people in previous roles or experiences. Think about times when you resolved conflicts or provided exceptional service. This will help demonstrate your people-focused approach.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even though the company promotes a supportive culture, it's still important to dress professionally for the interview. Aim for smart-casual attire that reflects your respect for the opportunity while still being comfortable. First impressions matter!
