At a Glance
- Tasks: Manage diaries, liaise with clients, and book appointments for financial advisers.
- Company: Join Quilter plc, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy flexible hours, a pension scheme, and private medical insurance.
- Other info: Permanent role with opportunities for growth in a dynamic environment.
- Why this job: Make a difference in clients' lives while working from the comfort of your home.
- Qualifications: Strong client handling experience and proficiency in Word and Excel required.
The predicted salary is between 30000 - 40000 € per year.
Quilter plc is hiring a Client Services Executive for a home-based role in the UK. The position involves managing diaries for financial advisers, liaising with clients, and booking appointments through a CRM system.
Ideal candidates will have:
- Strong client handling experience
- Proficiency in Word and Excel
- Excellent call handling skills
This permanent role includes flexible work hours and offers a variety of core benefits, including a pension scheme and private medical insurance.
Remote Client Services Specialist – Financial Advisory in London employer: Quilter plc
Quilter plc is an exceptional employer, offering a flexible home-based role that empowers Client Services Specialists to thrive in a supportive work culture. With a strong focus on employee growth, the company provides comprehensive benefits such as a pension scheme and private medical insurance, ensuring that team members feel valued and secure while making a meaningful impact in the financial advisory sector.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Client Services Specialist – Financial Advisory in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory space and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your call handling skills! Since this role involves liaising with clients, it’s crucial to be confident on the phone. Try mock calls with friends or family to get comfortable and refine your approach.
✨Tip Number 3
Familiarise yourself with CRM systems! If you haven’t used one before, take some time to learn the basics. This will not only boost your confidence but also show potential employers that you’re proactive and ready to hit the ground running.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out, so make sure you take advantage of everything we offer. Plus, applying directly shows your enthusiasm for the role!
We think you need these skills to ace Remote Client Services Specialist – Financial Advisory in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your client handling experience and proficiency in Word and Excel. We want to see how your skills match the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Services Specialist role. We love seeing enthusiasm and a personal touch, so let your personality come through.
Showcase Your Call Handling Skills:Since this role involves excellent call handling, consider mentioning any specific experiences where you’ve excelled in this area. We want to know how you handle client interactions and resolve issues effectively!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Quilter plc
✨Know Your CRM Systems
Familiarise yourself with common CRM systems, as you'll likely be asked about your experience with them. If you’ve used any specific software in the past, be ready to discuss how you managed client interactions and appointments.
✨Showcase Your Client Handling Skills
Prepare examples of how you've successfully managed client relationships in previous roles. Think about challenging situations you've navigated and how you ensured client satisfaction—this will demonstrate your ability to handle the demands of the role.
✨Excel and Word Proficiency
Brush up on your skills in Excel and Word, as these are essential for the job. Be prepared to discuss how you've used these tools in your previous positions, whether for data management, reporting, or creating documents.
✨Flexible Mindset
Since this role offers flexible hours, be ready to discuss how you manage your time effectively. Share examples of how you adapt to changing schedules and priorities while maintaining high-quality service for clients.
