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For Companies At a Glance
- Tasks: Manage client relationships and onboard new clients while ensuring compliance.
- Company: Leading financial consulting firm with a focus on exceptional client experiences.
- Benefits: Hybrid workstyle, work-life balance, and career development opportunities.
- Why this job: Join a dynamic team and make a real difference in client services.
- Qualifications: Experience in an IFA environment and strong organisational skills required.
- Other info: Exciting opportunity for growth in a supportive and collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial consulting firm is seeking a Client Services Support professional in Belfast. This role involves managing client relationships, onboarding new clients, and processing financial products. You will ensure compliance with regulations and support consultants while providing exceptional client experiences.
The ideal candidate should have experience in an IFA environment, strong organizational skills, and be proficient with tools such as Intelliflo.
The position offers a hybrid workstyle, emphasizing work-life balance and career development opportunities.
Wealth Client Services Specialist – Belfast (Hybrid) employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Client Services Specialist – Belfast (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial consulting world, especially those who work in client services. A friendly chat can lead to insider info about job openings or even a referral!
✨Tip Number 2
Prepare for interviews by practising common questions related to client relationship management and compliance. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills with tools like Intelliflo during interviews. Bring examples of how you've used these tools to enhance client experiences or streamline processes in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Wealth Client Services Specialist – Belfast (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Wealth Client Services Specialist. Highlight your experience in client relationships and any relevant tools like Intelliflo. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for client services and how your skills align with our needs. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Organisational Skills: In this role, strong organisational skills are key. Use your application to demonstrate how you've successfully managed multiple tasks or projects in the past. We appreciate candidates who can keep things running smoothly!
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’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Isio
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and client relationship management. Familiarise yourself with tools like Intelliflo, as being able to discuss your experience with them will show you're ready for the role.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think about times when you successfully managed multiple client accounts or streamlined processes. This will demonstrate your capability to handle the demands of the position.
✨Understand Compliance
Since compliance is key in this role, be ready to discuss how you've ensured adherence to regulations in past positions. Brush up on relevant regulations and be prepared to explain how you would apply them in your work.
✨Emphasise Client Experience
Be ready to share stories that illustrate your commitment to providing exceptional client experiences. Whether it’s onboarding new clients or resolving issues, showing your passion for client satisfaction will set you apart.
