At a Glance
- Tasks: Coordinate client administration and support throughout the client lifecycle.
- Company: Dynamic financial services firm with a focus on growth and collaboration.
- Benefits: Flexible career paths, professional development, and a supportive work environment.
- Other info: Opportunity for progression into Paraplanning or Financial Advising roles.
- Why this job: Join a pivotal role that shapes client experiences and opens doors to future opportunities.
- Qualifications: Strong organisational skills, attention to detail, and a passion for client service.
The predicted salary is between 36000 - 60000 £ per year.
This role is at the heart of the company and interacts with everyone in some capacity. The Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome candidates with aspirations to become a Paraplanner or Financial Adviser in the future; although this is not a pre-requisite and other career paths are supported.
Main duties & responsibilities
- Client Acquisition
- Locating, extracting and collating all information regarding financial arrangements from third parties and providers, accurately and quickly.
- Make sure all documentation is complete and up to date, including engagement documents, applications forms and anti-money laundering documents.
- Dealing with incoming documentation.
- Making sure client monies are received and properly processed.
- Support clients to use the client portal.
- Make sure the client onboarding process is painless.
- Client Liaison
- Prepare meeting packs.
- Send & track various DocuSign documents.
- Prepare forms for new and existing clients.
- Process applications for clients.
- Deal with incoming calls from clients, dealing with queries directly where possible.
- Greeting clients when they visit the office as part of the 'Front of House' experience.
- Clerical duties
- Provide printing, scanning, copying and post support for colleagues.
- Assist the office manager with various duties such as manning reception and dealing with incoming post.
- Keep the office tidy and presentable.
Experience
- Essential
- Good technical competence using CRM systems.
- Comfortable using Microsoft Office and adopting new technology.
- Confident talking to clients.
- Well organised.
- Attention to detail.
- High standards of ethics and integrity.
- Diligent, chases matters to completion.
- Desirable
- Prior experience in Financial Advice profession or similar.
- Experience using CURO or Transact platform is a major advantage (training is provided).
- Progression in Certificate or Diploma in Financial Planning is desirable but not essential to the role.
Our values
- All employees behave in accordance with our company culture and values:
- Ownership to completion.
- Fierce about focus.
- Positivity.
- Doing the right thing.
- Growing together.
Other
- Keep up to date with new product, technical or legislative changes within the marketplace.
- Comply at all times with the Compliance and Training and Competence Procedures of the firm.
- Comply at all times with the requirements of the Financial Services and Markets Act 2000, the Financial Services Act 2012 and the regulatory Principles, Rules and the Code of Practice for Approved Persons.
- Keeping up to date with financial products and legislation through continuous professional development (CPD), in line with the required rules.
- Where required by law and/or company policy, to maintain a record of a minimum of 15 hours of such CPD activity.
This role has been identified as being a role which includes competencies falling under the ESMA Guidelines for the assessment of knowledge and competence, effective from 3rd January.
Senior Client Services Administrator in London employer: Quarsh
Join a dynamic and independent market leader in the air conditioning and ventilation sector as a Business Development Manager, where you'll thrive in a supportive and friendly remote working environment based in Leeds. With a strong focus on employee growth, we offer structured training programmes, generous benefits including a competitive salary, annual leave, and a bonus scheme, making this an excellent opportunity for ambitious individuals eager to develop their careers while contributing to our continued success.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Services Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Senior Client Services Administrator 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 client acquisition and management. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job description.
✨Tip Number 3
Showcase your tech skills! Familiarise yourself with CRM systems and Microsoft Office, as these are key in this role. If you can demonstrate your proficiency during interviews, it’ll give you a leg up over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Client Services Administrator in London
Some tips for your application 🫡
Show Your Organisational Skills:In your application, highlight how organised you are. We love candidates who can juggle multiple tasks and keep everything in order, just like the role requires. Share examples of how you've managed client information or documentation efficiently.
Be Client-Focused:Since this role is all about client interaction, make sure to emphasise your experience in dealing with clients. We want to see how you've handled queries or provided support in the past. A friendly tone goes a long way!
Attention to Detail is Key:We’re looking for someone who pays attention to the little things. In your application, mention any experiences where your detail-oriented nature made a difference, especially when processing documents or managing client data.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Quarsh
✨Know Your Stuff
Make sure you’re familiar with the company’s services and values. Brush up on financial products and legislation relevant to the role, as this will show your commitment and understanding of the industry.
✨Showcase Your Skills
Prepare examples that highlight your technical competence with CRM systems and Microsoft Office. Be ready to discuss how you've used these tools in previous roles to improve client services or streamline processes.
✨Client Interaction Practice
Since this role involves a lot of client liaison, practice how you would handle common client queries. Think about how you can make their experience seamless and positive, and be prepared to demonstrate this during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, career progression opportunities, and how they support continuous professional development. This shows your interest in growing with the company and aligns with their values of 'Growing together'.
