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- Tasks: Support high-net-worth clients and ensure smooth delivery of financial services.
- Company: Join GTS Finance and Wealth Management, a trusted agency in the financial sector.
- Benefits: Enjoy a collaborative atmosphere with opportunities for training and career growth.
- Why this job: Be part of a dynamic team delivering exceptional client experiences in finance.
- Qualifications: Administrative experience in financial services and proficiency in Microsoft Office required.
- Other info: Opportunity to enhance skills and gain exposure to high-net-worth clients.
The predicted salary is between 28800 - 43200 £ per year.
Join GTS Finance and Wealth Management to support High-Net-Worth Clients and Advisory Excellence. Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering top-tier client support and enjoy working in a fast-paced, advisory environment? GTS Finance and Wealth Management is seeking a Client Experience Administrator to support Private Client Partners in delivering outstanding client services.
This is your chance to join a dynamic team in London and be the backbone of exceptional financial advisory experiences.
About the Role
As a Client Experience Administrator, you will be instrumental in ensuring the smooth delivery of GTS’s client services proposition. You’ll act as the first point of contact for Partners, handle key administrative tasks, and maintain strong relationships with clients, Partners, and providers. Your focus will be on ensuring every client interaction meets the highest standards of professionalism and care, reflecting the values of GTS Finance and Wealth Management.
Key Responsibilities
- Serve as the first point of contact for Partners, addressing queries and fostering strong working relationships.
- Prepare and manage documentation, ensuring new business packs are complete before submission.
- Liaise with providers to track application progress and keep clients and Partners updated.
- Collaborate with Partners and Paraplanners to meet client expectations and resolve any potential issues proactively.
- Prepare personalized client packs for Partner meetings and maintain compliant client files.
- Input and manage client data in back-office systems, ensuring tasks are actioned within agreed timescales.
- Assist with scanning, archiving, and uploading documents to maintain efficient records.
- Provide general support to the Private Client Services Manager and Partners.
- Participate in company training and development initiatives to enhance your knowledge and skills.
What You’ll Bring
Essential Skills & Experience:
- Administrative experience within a financial advisory environment.
- Knowledge of pensions and investments.
- Proven ability to build and maintain professional relationships with high-net-worth clients and Partners.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Commitment to passing a basic financial industry exam within three months of employment (internal exam).
Desirable Attributes:
- Experience with systems such as Intelligent Office, Assureweb, and Voyant.
- Previous exposure to high-net-worth clients.
Personal Attributes
- Highly organized, able to prioritize tasks and meet deadlines under pressure.
- Strong communication skills with the ability to have challenging conversations confidently.
- Exceptional telephone manner and the ability to build rapport quickly.
- Integrity, discretion, and professionalism in handling confidential information.
- A self-starter who can work independently while being an effective team player.
Why Join Us?
This is a fantastic opportunity to support some of the industry’s leading financial advisors while enhancing your skills and career prospects in a supportive and professional environment. GTS Finance and Wealth Management offers a collaborative atmosphere where you’ll play a vital role in delivering exceptional client experiences.
Ready to Take the Next Step?
If this sounds like the perfect role for you, we’d love to hear from you. Apply today through GTS Finance and Wealth Management and start your journey toward a rewarding career in financial services!
To apply please send your CV to (url removed)
Finance Graduate employer: GTS International
Contact Detail:
GTS International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Graduate
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly focusing on high-net-worth clients. Understanding their unique needs and expectations will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work in client experience roles. Attend industry events or join relevant online forums to build connections that could lead to valuable insights and referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock client pack or documentation sample. This will showcase your attention to detail and ability to manage administrative tasks effectively, which is crucial for the role.
✨Tip Number 4
Research GTS Finance and Wealth Management's values and client service approach. Tailoring your conversation during interviews to reflect their ethos will show your genuine interest in the company and its mission.
We think you need these skills to ace Finance Graduate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience within a financial advisory environment. Emphasise your skills in client relationship management and any specific knowledge of pensions and investments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering exceptional client service. Mention your ability to handle high-net-worth clients and your commitment to maintaining professionalism and discretion.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and any experience with systems like Intelligent Office or Assureweb. This will demonstrate your readiness for the role's technical requirements.
Showcase Your Organisational Skills: Provide examples in your application that illustrate your organisational abilities and how you prioritise tasks under pressure. This is crucial for the role of Client Experience Administrator.
How to prepare for a job interview at GTS International
✨Showcase Your Administrative Skills
Highlight your previous administrative experience in financial services during the interview. Be prepared to discuss specific examples of how you've managed documentation and client interactions effectively.
✨Demonstrate Your Knowledge of Financial Products
Familiarise yourself with key concepts related to pensions and investments. Being able to discuss these topics confidently will show that you understand the industry and can engage with high-net-worth clients.
✨Prepare for Client Interaction Scenarios
Think about potential challenging conversations you might have with clients or partners. Practising how you would handle these situations can help you convey your strong communication skills and professionalism.
✨Emphasise Your Organisational Skills
Be ready to explain how you prioritise tasks and manage deadlines, especially in a fast-paced environment. Providing examples of how you've successfully handled multiple responsibilities will demonstrate your ability to thrive in this role.
