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For Companies At a Glance
- Tasks: Deliver exceptional client service and manage enquiries in a fast-paced environment.
- Company: Rapidly expanding investment manager with a values-driven culture.
- Benefits: Structured training, development opportunities, and a supportive work culture.
- Why this job: Make a real impact while developing your skills in financial services.
- Qualifications: Excellent communication skills and strong attention to detail.
- Other info: Join a team where your contributions are recognised and valued.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
The Client Services Associate role involves providing exceptional client service through managing enquiries, communications and operational support across a variety of stakeholders. It also offers the chance to contribute to process improvements and project work while developing skills in a collaborative, fast-paced environment.
Client Details
The client is a rapidly expanding investment manager based in the City of London with over £5 billion in assets under management, supporting financial advisers, wealth managers, family offices and high-net-worth individuals. They place strong emphasis on stable returns, transparency, and values-driven culture.
Description
The responsibilities of the Client Services Associate include:
- Managing inbound calls and emails from clients and delivering a high standard of service.
- Producing, checking and distributing accurate client communications.
- Contributing to process improvements and change initiatives to enhance client experience.
- Supporting projects and operational procedures across the business.
Profile
The successful Client Services Associate candidate will have excellent telephone and written communication skills, strong attention to detail, and the ability to pick up new information quickly in a financial services setting. They will be proactive, diligent, team-oriented, and motivated to develop their knowledge in financial services.
Job Offer
The candidate will benefit from structured training, development opportunities and exposure across the business. They will also enjoy a supportive culture where performance is recognised, voices are heard, and contributions to change and client service are encouraged and rewarded.
Client Services Associate employer: Michael Page Finance
Contact Detail:
Michael Page Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since the role involves managing client enquiries, make sure you can articulate your thoughts clearly and confidently. 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. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Services Associate
Some tips for your application 🫡
Show Off Your Communication Skills: Since the role is all about client service, make sure your written application highlights your excellent communication skills. Use clear and concise language, and don’t forget to proofread for any typos or errors!
Tailor Your Application: We want to see how you fit into our values-driven culture. Take a moment to tailor your application to reflect your understanding of the company and the role. Mention specific experiences that align with the responsibilities listed in the job description.
Highlight Your Attention to Detail: Attention to detail is key for this position. In your application, provide examples of how you've demonstrated this skill in previous roles or projects. It’ll show us you’re the right fit for managing client communications accurately.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Michael Page Finance
✨Know Your Client Services Inside Out
Before the interview, make sure you understand what a Client Services Associate does. Familiarise yourself with the key responsibilities like managing client communications and supporting operational procedures. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Show Off Your Communication Skills
Since excellent communication is crucial for this role, prepare to showcase your telephone and written skills. Practice answering common interview questions clearly and concisely, and consider bringing examples of past communications you've handled successfully.
✨Be Proactive About Process Improvements
Think about ways you could contribute to process improvements in client services. During the interview, share any ideas or experiences you have that demonstrate your proactive approach to enhancing client experience. This shows you're not just a doer but also a thinker!
✨Emphasise Teamwork and Adaptability
This role requires a team-oriented mindset and the ability to adapt quickly. Be ready to discuss times when you've worked collaboratively or adapted to new information swiftly. Highlighting these traits will show you're a great fit for their fast-paced environment.
