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- Tasks: Join our team to support clients with portfolio management and communication.
- Company: Matthew Douglas is an award-winning financial adviser known for its strong team culture.
- Benefits: Enjoy flexible hours, generous holidays, competitive pay, and career development opportunities.
- Why this job: Be part of a respected team that values relationships and offers impactful work.
- Qualifications: Some experience preferred, but full training will be provided.
- Other info: We encourage applications via email, in person, or social media.
Minimum 20 hours a week, potentially increasing to full-time work. 5 days a week (start times can be flexible). Salary to be discussed based on experience.
Below are some of the tasks expected to be undertaken by a member of the client servicing team (CST) at Matthew Douglas. Some experience would be ideal, but full training will be provided:
- Showcasing the company’s values
- Booking meetings with clients
- Rebalancing client portfolios
- Handling withdrawal/contribution requests and switches (e.g. Personal Portfolio to ISA)
- Preparation of meeting documents and reports (Annual Reviews / New Client files)
- Producing and processing new business paperwork
- Professionally communicating with clients via letters, emails, messages or telephone
- Professionally answering inbound telephone calls, transferring, or taking messages
- Following up with clients & providers for paperwork
- Handling client requests (e.g. valuations)
- Proactively follow up on tasks to ensure they are completed fully
- Working with a designated member of the team to establish working patterns and efficient communication
- Providing cover for staff when they are away
- Accurate data entry
- Greeting clients at the door and preparing refreshments for their meetings
Some of the benefits you can expect to receive at Matthew Douglas:
- Generous holiday allowances per year, with extra time off between Christmas and New Year
- Competitive pay package with yearly reviews
- Free car parking in Hadleigh
- 8% pension contribution by Matthew Douglas
- Opportunity to further career through training and qualifications (CII), funded via our training and exams policy
- Matthew Douglas organises regular team events
The company’s P.R.O.S.P.E.R. values are an essential part of the role. Matthew Douglas is a national award-winning financial adviser (Financial Adviser – CityWire’s Top IFA for “East of England” 2024), and this is due to the relationship and respect the staff have for each other and the clients. It is something we look to hold ourselves to, and we hope you can, too.
If you are interested in joining our award-winning team, we would love to hear from you. We welcome applications via email, in person, or social media. Email us at info@matthewdouglas.co.uk
Client Servicing Executive employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Executive
✨Tip Number 1
Familiarise yourself with the company's P.R.O.S.P.E.R. values before your interview. Understanding and being able to discuss how you align with these values will show that you're a good cultural fit for the team.
✨Tip Number 2
Practice your communication skills, as this role involves a lot of client interaction. Being able to demonstrate clear and professional communication during your interview will set you apart from other candidates.
✨Tip Number 3
Prepare examples of how you've successfully managed client relationships or handled requests in previous roles. This will help you illustrate your experience and capability in client servicing during discussions.
✨Tip Number 4
Show enthusiasm for the financial services industry and a willingness to learn. Highlighting your eagerness to grow within the company can make a positive impression on the hiring team.
We think you need these skills to ace Client Servicing Executive
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and expectations of a Client Servicing Executive. Tailor your application to highlight relevant experiences that align with these tasks.
Highlight Relevant Experience: Even if you don't have direct experience, think about transferable skills from previous roles or situations. Emphasise your ability to communicate professionally, manage client relationships, and handle administrative tasks.
Showcase Company Values: Matthew Douglas values P.R.O.S.P.E.R. principles. In your application, demonstrate how your personal values align with theirs. Provide examples of how you've showcased similar values in past experiences.
Craft a Strong Cover Letter: Write a compelling cover letter that not only introduces yourself but also explains why you're interested in the role and how you can contribute to the team. Make it personal and engaging to stand out.
How to prepare for a job interview at LinkedIn
✨Understand the Company Values
Before your interview, take some time to familiarise yourself with Matthew Douglas's P.R.O.S.P.E.R. values. Being able to discuss how you align with these values will show that you are a good cultural fit for the team.
✨Prepare for Client Interactions
Since the role involves a lot of client communication, think about examples from your past experiences where you've successfully handled client requests or resolved issues. Be ready to share these stories during the interview.
✨Showcase Your Organisational Skills
The position requires accurate data entry and the ability to manage multiple tasks. Prepare to discuss how you stay organised and ensure that tasks are completed efficiently, perhaps by sharing specific tools or methods you use.
✨Ask Insightful Questions
At the end of the interview, be sure to ask questions that demonstrate your interest in the role and the company. Inquire about the team dynamics, training opportunities, or how success is measured in the client servicing team.
