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- Tasks: Be the friendly face of our firm, managing client communications and supporting advisers.
- Company: Join a growing financial planning firm with a supportive team culture.
- Benefits: Enjoy 25 days holiday, hybrid working, and regular company events.
- Other info: Dynamic role with opportunities for growth in a professional environment.
- Why this job: Make a real difference in client experiences while developing your professional skills.
- Qualifications: Experience in administration or customer service, with strong communication skills.
I’m currently working with a well-established and growing financial planning firm in the Altrincham area that is looking to recruit a Receptionist / Client Services Administrator to join their operations team. This is a varied, client-facing role that would suit someone who enjoys working in a professional office environment and takes pride in delivering excellent customer service. The successful candidate will play a key role supporting advisers, managing client communications, and helping to ensure the smooth running of the office on a day-to-day basis.
The Role Responsibilities will include:
- Acting as the first point of contact for clients both in person and over the phone
- Managing incoming calls and directing enquiries appropriately
- Coordinating meeting room bookings and preparing rooms for client meetings
- Scheduling client review meetings and managing adviser diaries
- Supporting advisers with review preparation and client communications
- Preparing meeting documentation and maintaining accurate client records
- Following up with clients regarding appointments and outstanding communications
- Assisting with office administration and maintaining a professional office environment
- Supporting wider client servicing and operational tasks where required
What They’re Looking For:
- Previous experience within administration, reception, customer service, or professional services
- Excellent communication and interpersonal skills
- Professional and confident telephone manner
- Strong organisational skills and attention to detail
- Ability to prioritise workload and manage multiple tasks effectively
- Good working knowledge of Microsoft Office
- Positive, proactive, and team-oriented attitude
- High level of professionalism and confidentiality
Benefits:
- 25 days holiday plus additional birthday leave
- Pension scheme
- Life cover
- Employee benefits and discount platform
- Regular company events
- Hybrid working available after probation
- Supportive and collaborative working environment
If you’re based in or around Altrincham and would be interested in hearing more about the opportunity, please apply or get in touch directly for a confidential discussion.
Client Servicing Administrator in Altrincham employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector or even those who work at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for that interview! Research the company and its values, and think about how your skills align with their needs. Practising common interview questions can help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Show off your personality! When you get the chance to meet potential employers, let your enthusiasm for the role and the company shine through. A positive attitude can make a lasting impression.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you on their radar as they make their decision.
We think you need these skills to ace Client Servicing Administrator in Altrincham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in administration and customer service. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Client Servicing Administrator role. Be sure to mention your passion for delivering excellent customer service and your organisational skills.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, we’d love to see examples of your communication skills in action. Whether it’s through your CV or cover letter, make sure to convey your professional and confident telephone manner.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Integro Partners
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Servicing Administrator. Familiarise yourself with tasks like managing client communications and coordinating meetings. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Show Off Your Communication Skills
Since this role involves being the first point of contact for clients, practice your communication skills. Be ready to discuss how you've handled client interactions in the past. Use examples that highlight your professional telephone manner and ability to manage enquiries effectively.
✨Demonstrate Organisational Prowess
The job requires strong organisational skills, so come prepared with examples of how you've successfully managed multiple tasks. Discuss any tools or methods you use to stay organised, especially when scheduling meetings or maintaining records.
✨Emphasise Team Spirit
This position is all about collaboration, so be sure to convey your team-oriented attitude. Share experiences where you've worked well within a team, supported colleagues, or contributed to a positive office environment. It shows you're not just about individual success but also about helping the team thrive.