At a Glance
- Tasks: Be the friendly face for clients, managing enquiries and supporting Financial Advisers.
- Company: Join a respected financial services organisation that values exceptional client service.
- Benefits: Starting salary from £25,000, career progression, and a supportive work environment.
- Other info: Great opportunities for growth across various departments in a dynamic team.
- Why this job: Kickstart your career in finance with a role that makes a real difference to clients.
- Qualifications: Customer service experience and strong communication skills are essential.
The predicted salary is between 25000 - 25000 £ per year.
Location: Carlisle
Salary: From £25,000 per annum (dependent on experience)
Job Type: Full Time
Contract Type: Permanent
Hours: Monday to Friday
Overview
NXT Recruitment is delighted to be working in partnership with a highly respected and forward-thinking financial services organisation to recruit a Client Care Administrator. This is an excellent opportunity to join a professional, supportive, and growing business where exceptional client service is at the heart of everything they do. As a Client Care Administrator, you will become a key point of contact for clients, providing ongoing support, managing enquiries with empathy and professionalism, and working closely with Financial Advisers to deliver an outstanding customer experience.
The business has built an excellent reputation for investing in its people and promoting from within, offering genuine career progression across a variety of departments. Whether your ambitions lie in client relationship management, administration, paraplanning, compliance, or financial advice, this role provides an excellent foundation for a long-term career within the financial services industry.
Key Responsibilities
- Act as the first point of contact for clients, providing a professional and friendly service
- Build strong relationships with clients while delivering an exceptional customer experience
- Support Financial Advisers with client communications and administrative duties
- Respond to client enquiries promptly via telephone, email, and written correspondence
- Handle incoming and outgoing calls, ensuring enquiries are resolved or directed appropriately
- Work within a regulated environment, following company procedures and industry standards
- Support vulnerable clients with empathy, patience, and professionalism
- Maintain accurate client records and ensure all information is processed confidentially
- Assist with the preparation and management of client documentation
- Work collaboratively with colleagues to ensure a seamless client journey
- Maintain high levels of organisation while managing multiple priorities
Requirements
- Previous experience within a customer service, client care, administration, or office-based role
- Excellent communication skills with a professional and approachable manner
- Strong organisational skills with excellent attention to detail
- Ability to handle confidential and sensitive information with discretion
- Excellent problem-solving skills and the ability to manage challenging conversations with empathy
- Strong emotional intelligence and a genuine desire to help people
- Good IT skills, including Microsoft Office
- Positive, proactive, and team-oriented approach
Desirable Skills
- Experience working within a regulated or professional services environment
- Previous experience within financial services, banking, insurance, legal, or professional services
- Experience using CRM or client management systems
Please contact Sarah at NXT Recruitment on 01228 812585 for more information.
Client Care Administrator in Carlisle employer: NXT Recruitment
NXT Recruitment is an exceptional employer, offering a competitive salary and the chance to be part of an award-winning team in Penrith. With a supportive and collaborative work culture, employees benefit from career development opportunities and generous holiday entitlement, making it an ideal environment for ambitious sales professionals looking to thrive in a fast-paced B2B setting.
StudySmarter Expert Advice🤫
We think this is how you could land Client Care Administrator in Carlisle
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at NXT Recruitment. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like NXT Recruitment before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Care Administrator in Carlisle
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to NXT Recruitment:Your cover letter is your chance to shine! Tell us why you want to work at NXT Recruitment specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at NXT Recruitment!
How to prepare for a job interview at NXT Recruitment
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.