At a Glance
- Tasks: Support clients and manage admin tasks in a dynamic financial advisory environment.
- Company: Join a growing financial advisory firm with a supportive team culture.
- Benefits: Competitive salary, 22 days holiday, pension scheme, and study support.
- Other info: Great opportunities for career progression and personal development.
- Why this job: Make a real difference by building strong client relationships and supporting the team.
- Qualifications: Previous office admin experience and strong communication skills required.
The predicted salary is between 24500 - 24500 € per year.
We are looking for an organised and proactive Administrator & Client Support Executive to join our growing team. This role combines administration, client support, report writing, and outbound calling to existing clients and new leads, within a Financial Advisory / Investment Management firm. The successful candidate will be confident communicating with clients, managing multiple tasks, and supporting the wider team to deliver excellent service.
Key Responsibilities
- Preparing reports and completing administrative tasks
- Maintaining accurate client records and CRM systems
- Handling calls, emails, post, and general office administration
- Making outbound calls to warm and cold leads
- Building and maintaining strong client relationships
- Supporting the sales and advisory teams with day-to-day administration
- Ensuring compliance with company policies and data protection procedures
Requirements
- Previous office administration experience essential
- Strong organisational and communication skills
- Confident telephone manner
- Good attention to detail and data entry skills
- Proficient in Microsoft Office (Word & Excel)
Benefits
- Salary: £25,000 DOE
- 22 days holiday + bank holidays
- Company pension scheme
- Onsite parking
- Study support and progression opportunities
Client Accounts Administrator in Sheffield employer: Lime Professional Services
Join our dynamic Financial Advisory firm as a Client Accounts Administrator, where you will thrive in a supportive and collaborative work environment. We prioritise employee growth with study support and clear progression opportunities, alongside a competitive salary and generous holiday allowance. Our office-based role fosters strong client relationships and teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Accounts Administrator in Sheffield
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your previous experience aligns with the role of Client Accounts Administrator, especially your organisational and communication skills.
✨Tip Number 3
Don’t forget to prepare some questions for them! Asking about their client support strategies or how they measure success in the role shows that you’re proactive and engaged. Plus, it gives you a chance to see if the company is the right fit for you.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the position and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Accounts Administrator in Sheffield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your previous office administration experience and showcases your strong organisational skills. We want to see how your background aligns with the role of Client Accounts Administrator, so don’t be shy about emphasising relevant experiences!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your confidence in communicating with clients and your proactive approach to managing multiple tasks. Let us know what excites you about this role!
Show Off Your Attention to Detail:In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional!
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 us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Accounts Administrator inside out. Familiarise yourself with the key responsibilities like report writing and client communication. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks. Whether it’s handling calls, emails, or maintaining records, having specific stories ready will demonstrate your capability to juggle responsibilities effectively.
✨Practice Your Communication
Given the importance of client interaction in this role, practice your telephone manner and how you present yourself. You might want to do mock calls with a friend to get comfortable. Clear and confident communication can set you apart from other candidates.
✨Be Ready for Compliance Questions
Since compliance is crucial in a Financial Advisory firm, brush up on data protection procedures and company policies. Be prepared to discuss how you would ensure compliance in your administrative tasks, as this shows you take the role seriously and understand its importance.
