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: Dynamic role with opportunities for growth in a collaborative 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.
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 Servicing Administrator 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 benefits like 25 days of holiday, hybrid working options after probation, and regular company events, this role offers not just a job but a pathway for professional growth and a chance to make a meaningful impact on client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Administrator in Trafford
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Client Servicing Administrator 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 those interviews! Research the company and practice common interview questions. We recommend having a few examples ready that showcase your customer service skills and how you've handled client communications in the past.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’d be a perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Client Servicing Administrator in Trafford
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 excited about the Client Servicing Administrator role and how you can contribute to our team. Keep it professional but let your personality show through.
Show Off Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Clear, concise, and friendly language will go a long way in making a great first impression!
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’re considered for the role. Plus, it shows you’re keen to join 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 values, services, 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.
✨Practice Your Communication Style
Given the importance of communication in this position, practice speaking clearly and confidently. You might even want to do a mock interview with a friend to refine your responses and ensure you come across as professional and approachable.
✨Prepare Questions for Them
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the team dynamics, office culture, or how success is measured in this role. This shows that you're engaged and serious about the opportunity.
