At a Glance
- Tasks: Join our team as a Customer Service Administrator, handling queries and office admin tasks.
- Company: We are a leading financial services firm managing over £11.5Bn in retail funds.
- Benefits: Enjoy a competitive salary, potential for permanent role, and a supportive work environment.
- Other info: We celebrate diversity and welcome applicants from all backgrounds; adjustments available for the recruitment process.
- Why this job: Be part of a dynamic team, gain valuable experience, and contribute to meaningful financial services.
- Qualifications: Motivated individuals with strong communication skills and basic financial services knowledge preferred.
The predicted salary is between 28800 - 43200 € per year.
Margetts Fund Management Ltd Birmingham, England, United Kingdom (On-site B1 postcode)
The Role
You will act as a Customer Service Administrator as part of a team of 8.
Duties will include (but not exhaustive):
- Responding to queries via email, post and telephone.
- Completing anti-money laundering checks as part of all customer due diligence, internal and external fraud controls.
- You will be required to complete professional qualifications.
About You:
- Motivated
- Excellent communication skills (both verbal and written)
- Financial Services Experience (desired)
- Professional attitude and appearance (office presentable)
- Computer literate; Excel, Word and Outlook
- Highly organised with efficient time management and the ability to prioritise workload
The package includes a competitive salary, bonus and benefits.
Reporting to Client Services Manager.
The Company
We are a financial services business, specifically an Investment Manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £15Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.
An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds).
The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. Margetts focusses on retail investors and also provides fund management to several ranges of Multi Manager funds.
We currently employ over 100 members of staff across multiple departments.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Administrator in Birmingham
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment management. Understanding key concepts and terminology will help you communicate effectively during interviews and demonstrate your motivation for the role.
✨Tip Number 2
Practice your communication skills, both verbal and written. Since the role involves responding to queries via various channels, being articulate and clear in your responses will set you apart from other candidates.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or prioritised workloads in previous roles. This will highlight your ability to handle the demands of a busy customer service environment.
✨Tip Number 4
If you have experience with anti-money laundering checks or similar compliance processes, be sure to mention it. This knowledge is particularly relevant to the role and can give you an edge over other applicants.
We think you need these skills to ace Customer Service Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in customer service and financial services. Emphasise your communication skills and any specific software knowledge, such as Excel, Word, and Outlook.
Craft a Strong Cover Letter:Write a cover letter that showcases your motivation for the role. Mention your organisational skills and ability to manage time effectively, as these are key attributes for the position.
Highlight Relevant Experience:In your application, specifically mention any previous roles where you handled customer queries or performed office administration tasks. This will demonstrate your suitability for the Customer Service Administrator role.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A professional presentation is crucial, especially in a financial services environment.
How to prepare for a job interview at Margetts
✨Showcase Your Communication Skills
As a Customer Service Administrator, excellent communication is key. Be prepared to demonstrate your verbal and written skills during the interview. You might be asked to respond to a mock query, so practice clear and concise responses.
✨Highlight Relevant Experience
If you have experience in financial services, make sure to mention it. Discuss specific roles or tasks that relate to the duties listed in the job description, such as handling customer queries or performing due diligence checks.
✨Demonstrate Organisational Skills
The role requires strong organisational abilities. Be ready to discuss how you manage your time and prioritise tasks. You could share examples of past experiences where you successfully handled multiple responsibilities.
✨Dress Professionally
Since the company values a professional attitude and appearance, ensure you dress appropriately for the interview. A smart outfit will not only make a good impression but also show that you take the opportunity seriously.
