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For Companies At a Glance
- Tasks: Support clients and Financial Advisers by arranging meetings and handling admin tasks.
- Company: Join an award-winning financial services firm with a relaxed culture.
- Benefits: Enjoy a competitive salary, private medical insurance, and charity work days.
- Why this job: Gain valuable experience in a fast-paced environment while building client relationships.
- Qualifications: PA/admin experience, 5 GCSEs including Maths & English, and good Microsoft skills.
- Other info: Career progression supported with industry qualifications and a friendly team atmosphere.
The predicted salary is between 26000 - 29000 £ per year.
This 14-month fixed term contract, Client Services Representative job in Farnborough is ideal for individuals with experience in a PA / admin background whilst providing high standards of customer service within a fast-paced environment. You will be joining their Client Services team of 9, with the purpose of liaising with their Financial Advisers and clients to arrange and book annual review meetings, issuing appointment packs and undertaking other administrative tasks when required. This role will require excellent planning and organisational skills, a professional telephone manner, building relationships and good administration skills to create an excellent client service. Our client is an award-winning financial services business, so it is important you have an interest in this industry. They also believe in supporting career progression for their team members. Therefore would help support you with industry qualifications through CII Level 4 Diploma, if this is of interest to you.
Client Services Representative Requirements
- We are seeking individuals with PA / admin background, used to handling multiple cases, making telephone calls and delivering excellent client service.
- Essential - have 5 GCSE’s grades AC/9-4, including Maths & English.
- Essential - have an excellent telephone manner, be able to relate to people and not get flustered in conversations.
- Desirable - individuals with Business related degree (or equivalent).
- You must be confident using Microsoft Word and Excel.
The Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment. You will be joining their Client Liaison team of 9.
Client Services Representative Benefits
- Salary of £26,000 - £29,000 plus Private Medical Insurance, Income Protection, Life Assurance, Critical Illness cover and Pension scheme 6% Employer, 3% Employee.
- Social committee organise regular events and 1-day annual allowance for Charity work.
- 35 hours per week, Monday to Friday.
- This is a fixed term contract for 14 months.
- 7 hours per day with 1 hour for lunch, with the team working on a rota basis to take calls between 8:30am – 5:30pm.
- Working from their head office in Farnborough, Hampshire.
Locations
Client Services Representative in Frimley, Surrey employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Representative in Frimley, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Services Representative role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to customer service and administration. We recommend role-playing with a friend or family member to get comfortable with your responses and showcase your excellent telephone manner.
✨Tip Number 3
Show off your organisational skills! When you get the chance to meet potential employers, bring along examples of how you've successfully managed multiple tasks in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨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 all about supporting your career progression, so keep an eye out for opportunities that align with your goals.
We think you need these skills to ace Client Services Representative in Frimley, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your PA/admin experience and customer service skills. We want to see how you can bring your unique flair to our Client Services team!
Show Off Your Skills: Don’t forget to mention your planning and organisational skills! We love candidates who can juggle multiple tasks while keeping a cool head, so give us examples of how you've done this in the past.
Professional Telephone Manner: Since you'll be liaising with clients and Financial Advisers, it's crucial to demonstrate your excellent telephone manner. Maybe share a story about a time you handled a tricky call like a pro!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to get your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Before the interview, make sure you research the company and the financial services industry. Understand their values, recent achievements, and how they support career progression. This will show your genuine interest and help you connect with the interviewers.
✨Show Off Your Skills
Prepare to discuss your PA/admin experience in detail. Think of specific examples where you've handled multiple cases or provided excellent customer service. Highlight your planning and organisational skills, as these are crucial for the role.
✨Practice Your Phone Manner
Since the role requires a professional telephone manner, practice answering common interview questions over the phone. This will help you feel more comfortable and confident during the actual interview, especially when discussing scenarios that involve client interactions.
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the team dynamics, opportunities for further training, or what a typical day looks like. This shows you're engaged and serious about the position, plus it gives you valuable insights into the company culture.
