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- Tasks: Support advisors and clients by managing queries and preparing documentation.
- Company: Dynamic financial services firm in Egham with a focus on exceptional client service.
- Benefits: Private healthcare, contributory pension scheme, and a supportive work environment.
- Why this job: Join a diverse team and make a real difference in client relationships.
- Qualifications: Experience in Wealth Management and strong client relationship management skills.
- Other info: Be part of a growing team dedicated to excellence.
The predicted salary is between 30000 - 42000 £ per year.
A financial services firm in Egham is seeking a Client Liaison Administrator to provide support to advisors and clients. The ideal candidate will manage queries, prepare documentation, and maintain records effectively. Experience in Wealth Management/Planning and strong client relationship management skills are essential.
This role offers benefits such as private healthcare and a contributory pension scheme. Join us to be part of a diverse and growing team dedicated to exceptional client service.
Wealth Management Client Liaison Specialist in Egham employer: kingswood-group.com
Contact Detail:
kingswood-group.com Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Client Liaison Specialist in Egham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially around client service. Think about how your experience aligns with their needs and be ready to share specific examples of your client relationship management skills.
✨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 also a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our diverse team.
We think you need these skills to ace Wealth Management Client Liaison Specialist in Egham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and client relationship management. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: As a Client Liaison Specialist, strong communication is key. In your application, highlight examples where you've effectively managed queries or built relationships with clients. We want to see your interpersonal skills in action!
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 diverse and growing team!
How to prepare for a job interview at kingswood-group.com
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management and financial planning. Understand key concepts and terminology, as this will help you answer questions confidently and demonstrate your expertise in the field.
✨Showcase Your Client Relationship Skills
Prepare examples from your past experiences where you've successfully managed client relationships. Be ready to discuss how you handled queries, resolved issues, and maintained records, as these are crucial for the role of a Client Liaison Specialist.
✨Research the Firm
Take some time to learn about the financial services firm you're interviewing with. Understand their values, services, and any recent news. This will not only help you tailor your answers but also show your genuine interest in being part of their team.
✨Prepare Questions to Ask
Think of insightful questions to ask your interviewers about the company culture, team dynamics, and expectations for the role. This shows that you're engaged and serious about the position, plus it gives you valuable information to assess if it's the right fit for you.
