Hybrid Cash & Client Accounts Specialist – Leeds
Hybrid Cash & Client Accounts Specialist – Leeds

Hybrid Cash & Client Accounts Specialist – Leeds

Leeds Full-Time 27300 - 30420 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Process client cash transactions and deliver top-notch customer service.
  • Company: Leading UK investment platform with a focus on innovation.
  • Benefits: Starting salary of £27,300, pension, private medical insurance, and more.
  • Why this job: Join a dynamic team and enhance your skills in the financial services sector.
  • Qualifications: 2 years of admin experience and strong communication skills required.
  • Other info: Hybrid role with opportunities for career growth and operational improvement.

The predicted salary is between 27300 - 30420 £ per year.

A leading investment platform in the UK seeks a Client Cash Administrator in Leeds for a hybrid role. This position involves timely processing tasks, providing exceptional customer service, and maintaining regulatory standards within the Operations department.

The ideal candidate will possess:

  • Advanced communication skills
  • A strong understanding of financial services
  • At least 2 years of administrative experience

This role offers a competitive salary starting from £27,300 and a variety of benefits including pension and private medical insurance, while supporting team objectives and improving operational efficiency.

Hybrid Cash & Client Accounts Specialist – Leeds employer: Interactive Investor

As a leading investment platform, we pride ourselves on fostering a dynamic and inclusive work culture in Leeds that prioritises employee growth and development. Our hybrid Cash & Client Accounts Specialist role not only offers a competitive salary and comprehensive benefits package, including pension and private medical insurance, but also provides opportunities for professional advancement within a supportive team environment dedicated to operational excellence.
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Contact Detail:

Interactive Investor Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Hybrid Cash & Client Accounts Specialist – Leeds

Tip Number 1

Network like a pro! Reach out to people in the financial services sector, especially those who work at investment platforms. A friendly chat can lead to insider info about job openings and even referrals.

Tip Number 2

Prepare for interviews by practising common questions related to cash administration and customer service. We recommend role-playing with a friend or using online resources to boost your confidence and communication skills.

Tip Number 3

Showcase your experience! When you get the chance to speak with potential employers, highlight your administrative experience and how it aligns with their needs. Use specific examples to demonstrate your problem-solving skills and attention to detail.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed that you won’t find anywhere else.

We think you need these skills to ace Hybrid Cash & Client Accounts Specialist – Leeds

Customer Service
Communication Skills
Financial Services Knowledge
Administrative Experience
Regulatory Compliance
Operational Efficiency
Team Collaboration
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in financial services and administrative roles. We want to see how your skills align with the responsibilities of a Client Cash Administrator.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're the perfect fit for this hybrid role. We love seeing genuine enthusiasm for the position.

Showcase Your Customer Service Skills: Since this role involves providing exceptional customer service, be sure to include examples of how you've gone above and beyond for clients in your previous roles. We appreciate candidates who understand the importance of client satisfaction.

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 regarding your application status.

How to prepare for a job interview at Interactive Investor

Know Your Financial Services

Make sure you brush up on your knowledge of financial services before the interview. Understand the key concepts and regulations that govern the industry, as this will show your potential employer that you're serious about the role and can hit the ground running.

Showcase Your Customer Service Skills

Prepare examples from your past experiences where you've provided exceptional customer service. Think about specific situations where you resolved issues or went above and beyond for a client, as this will demonstrate your ability to excel in a client-focused role.

Highlight Your Administrative Experience

Since the role requires at least 2 years of administrative experience, be ready to discuss your previous roles in detail. Focus on how you've managed tasks efficiently, maintained accuracy, and contributed to operational improvements in your past positions.

Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. This could include inquiries about team dynamics, the company's approach to regulatory compliance, or how they measure success in the role. It shows your interest and helps you gauge if the company is the right fit for you.

Hybrid Cash & Client Accounts Specialist – Leeds
Interactive Investor
Location: Leeds
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