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For Companies 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, pension scheme, private medical insurance, and more.
- 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 employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Client Services Specialist – Financial Advisory
✨Tip Number 1
Make sure you know the ins and outs of the company you're applying to. Research Quilter plc, their values, and what they stand for. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your call handling skills before any interviews. Since this role involves liaising with clients, being confident on the phone is key. Try role-playing with a friend or family member to get comfortable with common scenarios you might face.
✨Tip Number 3
Don’t underestimate the power of networking! Reach out to current or former employees of Quilter plc on LinkedIn. They can provide insights into the company culture and possibly even refer you internally, which can give you a leg up in the hiring process.
✨Tip Number 4
When you apply through our website, make sure to highlight your client handling experience and proficiency in Word and Excel. Use specific examples from your past roles to demonstrate how you've excelled in similar tasks. This will make your application stand out!
We think you need these skills to ace Remote Client Services Specialist – Financial Advisory
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 Executive 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!
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 using one in this role. Brush up on how to manage diaries and book appointments efficiently, as demonstrating your proficiency can really impress the interviewers.
✨Showcase Your Client Handling Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you resolved issues or improved client satisfaction, as this will highlight your experience and suitability for the role.
✨Excel and Word Proficiency
Since the job requires strong skills in Word and Excel, make sure you can discuss your experience with these tools. Consider preparing a few examples of how you've used them to streamline processes or improve communication in previous roles.
✨Flexible Work Mindset
As this is a home-based role with flexible hours, be ready to discuss how you manage your time and stay productive while working remotely. Share any strategies you have for maintaining work-life balance and staying organised.