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- Tasks: Contact clients for financial reviews and support senior consultants.
- Company: Leading wealth management firm in the UK with a strong reputation.
- Benefits: Pension, life assurance, health cash plan, and supportive work environment.
- Other info: Join a dynamic team and gain valuable industry experience.
- Why this job: Kickstart your career in finance with no prior experience needed!
- Qualifications: GCSEs in Maths and English, plus great communication skills.
The predicted salary is between 25000 - 32000 £ per year.
A leading wealth management firm in the UK is seeking two Client Services Administrators for a 12-month fixed-term contract in Leicester. The role involves contacting clients for financial review appointments, maintaining accurate records, and supporting senior consultants.
No prior experience is necessary, but ideal candidates will possess GCSEs in Maths and English, strong communication skills, and a positive attitude.
Benefits include pension, life assurance, and health cash plan.
Client Services Associate (12-Month FTC) – Wealth Management in Leicester employer: Mattioli Woods Limited
Contact Detail:
Mattioli Woods Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate (12-Month FTC) – Wealth Management in Leicester
✨Tip Number 1
Get to know the company! Research their values and culture so you can show how you fit in during interviews. This will help us stand out as candidates who are genuinely interested.
✨Tip Number 2
Practice your communication skills! Since this role involves contacting clients, we should be ready to demonstrate our ability to engage effectively. Role-play with a friend or use online resources to sharpen those skills.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give us insider info and potentially lead to referrals, which can really boost our chances.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive tips and resources available for applicants that can help us land that interview.
We think you need these skills to ace Client Services Associate (12-Month FTC) – Wealth Management in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your communication skills and any relevant qualifications, like your GCSEs in Maths and English. We want to see how you can bring a positive attitude to the role!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Tell us why you're interested in the Client Services Associate role and how you can support our team. Keep it friendly and professional.
Show Off Your Skills: Even if you don’t have direct experience, think about any customer service or administrative tasks you've done before. We love seeing how you can apply your skills to help our clients!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application!
How to prepare for a job interview at Mattioli Woods Limited
✨Know Your Stuff
Familiarise yourself with the wealth management industry and the specific services offered by the firm. Brush up on basic financial concepts and be ready to discuss how you can contribute to client satisfaction.
✨Show Off Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to refine your ability to convey information effectively.
✨Be Positive and Personable
A positive attitude can set you apart from other candidates. During the interview, smile, maintain eye contact, and show enthusiasm for the role. This will demonstrate that you’re not just qualified, but also a great fit for the team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company culture aligns with your values. Think about what you want to know regarding client interactions or team dynamics.