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For Companies At a Glance
- Tasks: Support financial advisers with admin tasks and ensure smooth client communications.
- Company: Dynamic financial services firm based in Manchester.
- Benefits: Flexible working options, competitive pay, and a supportive team environment.
- Why this job: Join a growing firm and make a difference in clients' financial journeys.
- Qualifications: Experience in client services and knowledge of financial products required.
- Other info: Permanent or freelance roles available for the right candidates.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm based in Manchester is seeking a Client Services Virtual Assistant. This role involves providing administrative support to financial advisers and ensuring all client communications and processes run smoothly.
Candidates should have experience in client services, a strong understanding of financial products, and proficiency in CRM systems. The position is flexible and offers permanent or freelance options.
Remote Client Services VA for Financial Advisers in Manchester employer: JTCCS Careers
Contact Detail:
JTCCS Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Client Services VA for Financial Advisers in Manchester
✨Tip Number 1
Network like a pro! Reach out to financial advisers or professionals in the industry on LinkedIn. A friendly message can go a long way in getting your foot in the door.
✨Tip Number 2
Show off your skills! During interviews, be ready to discuss specific examples of how you've handled client communications and used CRM systems effectively. We want to see how you can make our processes smoother!
✨Tip Number 3
Research the company! Familiarise yourself with the financial products they offer and their client base. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Remote Client Services VA for Financial Advisers in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services and any relevant financial knowledge. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Services VA role. Share specific examples of how you've supported clients in the past and how you can bring that expertise to our team.
Show Off Your CRM Skills: Since proficiency in CRM systems is key for this role, make sure to mention any relevant software you’ve used. We love seeing candidates who are tech-savvy and can hit the ground running with our tools!
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 shows us you’re keen on joining our team!
How to prepare for a job interview at JTCCS Careers
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss different types of investments, insurance, and retirement plans will show that you understand the industry and can support financial advisers effectively.
✨Familiarise Yourself with CRM Systems
Since proficiency in CRM systems is key for this role, take some time to review the most common platforms used in client services. If you have experience with specific systems, be ready to share examples of how you've used them to improve client communication and streamline processes.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would handle various situations, such as resolving client complaints or managing multiple requests. This will demonstrate your problem-solving skills and ability to maintain smooth operations.
✨Showcase Your Communication Skills
As a Client Services VA, clear communication is crucial. Be prepared to discuss how you ensure effective communication with clients and advisers. You might even want to bring examples of written communications or reports you've created in previous roles to highlight your skills.
