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- Tasks: Support clients by managing appointments, preparing documents, and handling queries.
- Company: Join a rewarding organisation that values growth and teamwork.
- Benefits: Enjoy 30 days holiday, gym membership, and a supportive work environment.
- Other info: Flexible working hours and a vibrant team culture await you!
- Why this job: Kickstart your career in financial services with full training and development opportunities.
- Qualifications: No prior experience needed; just bring your enthusiasm and attention to detail.
The predicted salary is between 24000 - 24000 £ per year.
This is a great opportunity to join a lovely and rewarding organization. Prior experience is not essential as full training will be provided, and what matters most is the desire to learn and build a worthwhile career.
Hours: 5 days per week – Monday to Friday, 9am until 5pm
Salary: £24,000
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company shutdown also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- In-house development path for those who want to develop throughout the various roles
- Team socials
Key Duties and Responsibilities:
- Prep of meeting packs (new and review)
- Completion of Annual Review letters within timescale
- Completion and updating of client personal information and details
- Completion of Fund switch letters within timescale
- Completing client change requests in contributions/bank details/address’s
- Diary management
- Appointment booking via telephone and email
- Review and overdue meeting management
- Adding leads and prospects to the system
- Withdrawals – taking client instruction and completing security checks
- Online access registering
- Pre-population of client information in various key documents
- ID & anti-money laundering checks
- Logging documentation on an internal server
- Client meeting reminders
- Preparation of welcome packs/sending
- Certifying docs
- Policy services request for information
- Calling third-party providers for information
- Scanning and processing incoming post
- Answering of incoming office calls
- Supporting with any broader general office support
- Supporting with client generic queries
Person Specification:
- Genuine interest in Financial Services
- Confident phone manner and dealing with clients
- Keen to develop and learn
- High level of attention to detail
- Highly organised and works with a proactive attitude
- Excellent written and verbal communication skills
- Excellent IT skills
- Approaches work positively with a can-do attitude and takes responsibility for own tasks
- Manages time effectively and can work within set timescales
- Works well as an individual and as part of a large team
Client Servicing Administrator in Wrexham employer: Marstep
Contact Detail:
Marstep Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator in Wrexham
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of research on the organisation. Check out their website and social media to see what they're all about. This will help you connect with them during the interview and show that you're genuinely interested.
✨Tip Number 2
Practice makes perfect! Grab a friend or family member and do some mock interviews. Focus on common questions related to client servicing roles, and don’t forget to highlight your willingness to learn and grow within the company.
✨Tip Number 3
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be a perfect fit for the team.
✨Tip Number 4
Don’t hesitate to apply through our website! We love seeing applications directly from candidates who are excited about joining us. It’s a great way to stand out and show your commitment to becoming part of our lovely organisation.
We think you need these skills to ace Client Servicing Administrator in Wrexham
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for learning and growing in the financial services sector shine through. We want to see that you're genuinely excited about the opportunity to join our team!
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the role of Client Servicing Administrator. We love seeing how you can bring your unique flair to our lovely organisation!
Keep It Clear and Concise: We appreciate a well-structured application! Use clear language and bullet points where necessary to make it easy for us to read. Remember, attention to detail is key, so proofread for any typos or errors.
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and get back to you quicker. We can't wait to hear from you!
How to prepare for a job interview at Marstep
✨Show Your Enthusiasm for Learning
Since prior experience isn't essential, make sure to express your genuine interest in learning and growing within the financial services sector. Share examples of how you've approached new challenges in the past and highlight your eagerness to develop your skills.
✨Demonstrate Attention to Detail
Given the role's focus on tasks like preparing meeting packs and completing client documentation, it's crucial to showcase your attention to detail. Bring up specific instances where your meticulousness made a difference, whether in previous jobs or during your studies.
✨Practice Your Communication Skills
With a confident phone manner being key, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family, focusing on how you would handle client queries or explain complex information simply.
✨Be Ready to Discuss Time Management
The job requires effective time management and working within set timescales. Prepare to discuss how you've successfully managed multiple tasks or deadlines in the past. Use specific examples to illustrate your proactive attitude and organisational skills.