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- Tasks: Support financial advisers and manage client communications in a dynamic remote role.
- Company: Reputable financial services firm based in Manchester, UK.
- Benefits: Flexible working options, career growth, and a supportive team environment.
- Why this job: Join a growing sector and make a real difference in client services.
- Qualifications: Experience in client services or administration, preferably in financial services.
- Other info: Perfect for organised individuals eager to learn and grow.
The predicted salary is between 36000 - 60000 £ per year.
About the job Client Services VA (Remote Job)
Job Title: Client Services Virtual Assistant
Location: Manchester, United Kingdom
Start Date: Immediate / Flexible
Contract Type: Permanent or Freelance options
Reports To: Client Services Manager or Financial Adviser
We are looking for a Client Services Virtual Assistant to support our client, a reputable financial services firm based in Manchester, UK. This is perfect for someone who is organised, detail-oriented, and eager to grow within the financial services sector.
As a Client Services Virtual Assistant, you will provide administrative and operational support to financial advisers and the wider client services team. You’ll be the first point of contact for clients and will ensure all documentation, scheduling, and communication processes run smoothly.
Key Responsibilities:
- Handle client communications via email and phone in a professional, timely manner
- Book and manage adviser calendars and client meetings
- Prepare and send client documents (welcome packs, fact-finds, compliance forms)
- Maintain accurate client records in CRM and document storage systems
- Liaise with product providers (e.g. pension, insurance companies) for policy information
- Support client onboarding and track completion of required forms
- Upload and organise client documents in cloud-based systems
- Assist with client service reports and follow-ups
- Ensure GDPR and confidentiality policies are upheld
Required Skills & Qualifications:
- Proven experience in client services, virtual assistance, or administration within financial services or a related sector
- Strong understanding of financial products such as pensions, investments, and insurance is preferred
- Proficient in CRM systems (e.g., Intelliflo, Salesforce, Xplan) and Microsoft Office suite (Excel, Word, Outlook)
- Experience with compliance, client onboarding, and financial documentation processes
- Excellent organisational, communication, and multitasking skills
- Ability to work independently with minimal supervision, managing deadlines effectively
- Knowledge of GDPR and data protection best practices
- Experience liaising directly with clients and financial product providers
To apply, send your resume to: careers@jtccs.net or message us on WhatsApp: (+63)-976-569-4599
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Client Services VA (Remote Job) employer: JTCCS Careers
Contact Detail:
JTCCS Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services VA (Remote Job)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A friendly chat can lead to referrals or insider info about job openings.
✨Tip Number 2
Prepare for virtual interviews by practising common questions and showcasing your knowledge of financial products. We want you to shine, so set up a quiet space, dress the part, and have your CV handy!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace Client Services VA (Remote Job)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services VA role. Highlight your experience in client services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Be sure to mention your organisational skills and eagerness to grow in the financial services sector, as these are key for us.
Show Off Your Skills: Don’t forget to showcase your proficiency with CRM systems and Microsoft Office. If you have experience with compliance and client onboarding, make sure to include that too! We love seeing candidates who are detail-oriented and tech-savvy.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Good luck!
How to prepare for a job interview at JTCCS Careers
✨Know Your Financial Stuff
Brush up on your knowledge of financial products like pensions, investments, and insurance. Being able to discuss these confidently will show that you understand the industry and can communicate effectively with clients.
✨Master the Tech
Familiarise yourself with CRM systems like Intelliflo or Salesforce, as well as Microsoft Office tools. If you can demonstrate your proficiency during the interview, it’ll give you a leg up over other candidates.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Highlighting your ability to stay organised and meet deadlines will resonate well with the hiring team, especially for a role that requires multitasking.
✨Practice Professional Communication
Since you'll be the first point of contact for clients, practice your communication skills. Role-play common client scenarios with a friend to ensure you come across as professional and approachable during the interview.
