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- Tasks: Support Account Managers and assist with client care activities in a dynamic environment.
- Company: Join a prestigious wealth management firm in the heart of the City.
- Benefits: Competitive benefits package and opportunities for career growth.
- Why this job: Be part of a close-knit team and make a real impact on client care.
- Qualifications: Strong MS Office skills and excellent attention to detail required.
- Other info: Enjoy a supportive work culture in a beautiful office setting.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Client Services Team Assistant – Join a prestigious wealth management firm in the heart of the City. KMK is seeking a personable and confident Team Assistant to support Account Managers who specialize in client care. This is a dynamic, forward-thinking independent wealth management firm with a supportive, team-oriented environment.
Based in a beautiful office, you’ll be part of a close-knit team, supporting client care activities and handling a diverse workload with initiative and practicality.
Responsibilities
- Manage a diverse and fast-paced workload with initiative and a practical approach.
- Assist with client presentations and reports.
- Handle incoming and outgoing post and maintain accurate records.
- Liaise with third parties for information as needed.
- Manage complex diaries and communications with clients.
- Communicate with clients and update CRM systems.
- Provide general administrative and personal assistant support.
Qualifications
- Strong MS Office skills.
- Excellent attention to detail and ability to produce high-quality work with accuracy and clarity.
- Ability to work well in a team and proactively support colleagues.
Benefits
Competitive benefits package and a supportive work culture. Opportunities to grow your career within the firm.
Employment details
- Seniority level: Not Applicable
- Employment type: Full-time
- Job function: Administrative
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Client Services Coordinator employer: KMK Recruitment
Contact Detail:
KMK Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend using the STAR method to structure your answers – it helps you showcase your skills and experiences effectively.
✨Tip Number 3
Follow up after interviews with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Client Services Coordinator role, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Client Services Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Services Coordinator role. Highlight your MS Office skills and any relevant experience in client care or administrative support.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to showcase your personality and explain why you’re excited about joining our team. Mention how you can contribute to our supportive, team-oriented environment.
Showcase Attention to Detail: Since this role requires high-quality work with accuracy, make sure your application is free from typos and errors. Double-check everything before hitting send – we love attention to detail!
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 during the process.
How to prepare for a job interview at KMK Recruitment
✨Know the Company Inside Out
Before your interview, take some time to research the wealth management firm. Understand their values, services, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Team Spirit
Since the role involves supporting Account Managers and working within a close-knit team, be prepared to discuss examples of how you've successfully collaborated with others in the past. Highlight your ability to work well in a team and support colleagues proactively.
✨Demonstrate Your Attention to Detail
Given the importance of accuracy in this role, come prepared with examples that showcase your attention to detail. Whether it’s a project you managed or a report you created, be ready to explain how you ensured high-quality work.
✨Prepare for Practical Scenarios
Think about the day-to-day tasks mentioned in the job description, like managing complex diaries and handling client communications. Prepare to discuss how you would approach these responsibilities and any relevant experiences you have that demonstrate your practical skills.