At a Glance
- Tasks: Be the friendly face of our firm, managing client communications and supporting advisers.
- Company: Join a well-established financial planning firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, hybrid working, and regular company events.
- Other info: Great opportunity for career growth in a dynamic team.
- Why this job: Make a real impact in a professional environment while developing your skills.
- Qualifications: Experience in administration or customer service, with strong communication skills.
The predicted salary is between 25000 - 30000 £ per year.
A well-established and growing financial planning firm in the Altrincham area 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.
Role Responsibilities
- 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
Qualifications
- 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 are based in or around Altrincham and would be interested in hearing more about the opportunity, please get in touch for a confidential discussion.
Client Services & Office Coordinator (Hybrid) in Trafford employer: Integro Partners
Join a well-established financial planning firm in Altrincham, where you will thrive in a supportive and collaborative work environment. With a focus on employee growth, we offer hybrid working options post-probation, generous holiday allowances, and regular company events that foster team spirit. This role not only allows you to deliver exceptional client service but also provides opportunities for professional development within a dynamic office setting.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services & Office Coordinator (Hybrid) in Trafford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector or related fields. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills match the role. 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 Services & Office Coordinator (Hybrid) in Trafford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in administration and customer service. We want to see how your skills match the role, so don’t be shy about showcasing your 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 team. Be sure to mention your passion for client services and how you can contribute to our professional environment.
Show Off Your Communication Skills:Since this role involves a lot of client interaction, we’d love to see examples of your excellent communication skills. Whether it’s through your CV or cover letter, make sure your writing is clear and professional.
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 our team!
How to prepare for a job interview at Integro Partners
✨Know the Company Inside Out
Before your interview, take some time to research the financial planning firm. Understand their services, values, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Customer Service Skills
Since this role is client-facing, be prepared to discuss your previous experiences in customer service. Think of specific examples where you went above and beyond for a client, as this will demonstrate your commitment to excellent service.
✨Prepare for Common Questions
Anticipate questions related to managing multiple tasks and prioritising workload. Prepare answers that highlight your organisational skills and attention to detail, as these are crucial for the role of a Client Services & Office Coordinator.
✨Dress Professionally and Be Punctual
First impressions matter! Dress smartly for the interview and aim to arrive a bit early. This shows respect for the interviewer's time and sets a positive tone for the meeting.
