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For Companies At a Glance
- Tasks: Support the wealth and cash management team with admin tasks and client account management.
- Company: Join a small, innovative fintech firm in the financial services sector.
- Benefits: Earn GBP 150/day with opportunities for skill enhancement and career growth.
- Why this job: Be part of a supportive team and make a real impact in client services.
- Qualifications: Experience in banking or financial services and Salesforce CRM is a plus.
- Other info: Dynamic role with a focus on compliance and client satisfaction.
The predicted salary is between 30000 - 50000 £ per year.
Client Service Administrator role within a Wealth & Cash Management fintech. Salesforce experience highly desirable.
About Our Client
The employer is a small-sized organisation within the financial services industry, specialising in providing tailored solutions for wealth and cash management. The team is committed to delivering excellent service and innovative financial solutions.
Job Description
- Provide administrative support to the wealth and cash management team.
- Day-to-day administrative input/updates to client accounts via Salesforce CRM system.
- Assist in managing client accounts and ensuring accurate record-keeping.
- Coordinate and process client documentation efficiently.
- Support the team with compliance and regulatory requirements.
- Respond to client enquiries in a professional and timely manner.
- Ensure data integrity across all systems and platforms.
- Collaborate with internal teams to enhance client satisfaction.
- Prepare reports and summaries for management review.
The Successful Applicant
- Previous experience in banking or financial services is beneficial.
- Salesforce CRM experience is desirable.
- Strong organisational skills with attention to detail.
- Proficiency in handling administrative tasks and client accounts.
- Knowledge of compliance and regulatory standards in financial services.
- Ability to communicate clearly and professionally.
- Competency in using financial software and databases.
What’s on Offer
- Daily rate of GBP 150/day.
- Temporary role with potential for skill enhancement.
- Opportunity to work in a reputable London-based financial services company.
- Supportive and collaborative team environment.
If you are ready to take the next step in your career, apply now to join the team.
Client Services Administrator - Wealth & Cash Management in London employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - Wealth & Cash Management in London
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work with wealth and cash management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Get familiar with Salesforce if you haven't already. Brush up on your CRM skills because it’s a big plus for this role. We can help you find resources to get you up to speed quickly!
✨Tip Number 3
Prepare for interviews by practising common questions related to client service and compliance. Show them you know your stuff and can handle client enquiries like a champ!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals to join our team!
We think you need these skills to ace Client Services Administrator - Wealth & Cash Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in banking or financial services, especially any Salesforce CRM skills. We want to see how your background aligns with the Client Services Administrator role, so don’t hold back on showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth and cash management and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of flair!
Showcase Your Organisational Skills: In your application, highlight your strong organisational skills and attention to detail. Mention specific examples where you’ve successfully managed client accounts or handled administrative tasks efficiently. We’re all about keeping things running smoothly!
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 you’ll be able to provide all the necessary information in one go. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Page Personnel
✨Know Your Salesforce
Since Salesforce experience is highly desirable for this role, make sure you brush up on your knowledge of the platform. Familiarise yourself with its features and functionalities, especially those related to client account management. Being able to discuss how you've used Salesforce in previous roles will definitely impress the interviewers.
✨Showcase Your Organisational Skills
This role requires strong organisational skills and attention to detail. Prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you ensured accuracy in record-keeping and how you prioritised tasks to meet deadlines.
✨Understand Compliance Standards
Knowledge of compliance and regulatory standards is crucial in financial services. Brush up on relevant regulations that impact wealth and cash management. Be ready to discuss how you’ve adhered to these standards in your previous roles, as this will demonstrate your understanding of the industry's requirements.
✨Communicate Professionally
As a Client Services Administrator, clear and professional communication is key. Practice articulating your thoughts clearly and concisely. You might even want to prepare for common client enquiries and how you would respond to them, showcasing your ability to handle client interactions effectively.
