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- Tasks: Join our team as a Customer Support Administrator, providing essential admin support and client interaction.
- Company: We are a dynamic financial services firm focused on delivering exceptional client experiences.
- Benefits: Enjoy a collaborative work environment with opportunities for growth and development.
- Why this job: This role offers hands-on experience in finance, enhancing your skills while making a real impact.
- Qualifications: Previous admin experience in financial services is preferred; strong communication and organisational skills are essential.
- Other info: Ideal for those eager to learn and thrive in a fast-paced, supportive atmosphere.
The predicted salary is between 28800 - 43200 £ per year.
Client Support Administrator
Reporting to: Office Manager
Summary: Must have the ability to work within our existing administration team and to provide timely and efficient administration support to the Managing Director and Office Manager within the business.
Responsibilities:
- Preparing illustrations and paperwork.
- Submit new business applications, monitor, and track them through to completion.
- Process fund switches and rebalances.
- Organise letters of authority, chase information, and track change of agency requests.
- Assisting adviser with the preparation and formatting of suitability reports.
- Checking and then issuing policy documentation.
- Obtaining valuations, paperwork and preparing summary death schedules for Probate.
- Ensure all notes and documentation are maintained appropriately to ensure a quality audit trail.
- Maintain back-office system and ensure client data is accurate and up to date.
- Maintain back-office system task management system and daily workload.
- Helping develop other team members, with less experience.
- Ensure adherence to FCA regulations.
- Preparation and issuing of correspondence including letters and emails.
- Dealing with clients and providers over the telephone and email.
- Follow our internal procedures, processes and compliance manual.
- Liaise with clients to resolve queries in a timely manner.
- Handle any additional administration tasks as reasonably required.
Requirements:
- Previous administrative experience gained in a financial services environment (ideally financial planning).
- Familiar with Microsoft Word, Excel and Outlook.
- Experience of Intelligent Office desirable but not essential.
- Regular use of Investment Platforms and Provider websites.
- Excellent interpersonal and communication skills.
- Able to work to deadlines whilst managing and prioritising workload.
- Quality focused, analytical with a keen eye for detail.
- Willing to learn and develop.
- Able to work as part of a team or, if required, under own initiative.
- Strong and accurate typing skills, with the ability to transcribe letters and file notes from audio files.
- Keen to learn, embracing of change and happy working in a fast-paced environment.
Customer Support Administrator employer: Ramsay Asset Management Ltd
Contact Detail:
Ramsay Asset Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Support Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially if you have previous experience in administration. Understanding the specific terminology and processes used in this sector will help you stand out during interviews.
✨Tip Number 2
Brush up on your Microsoft Office skills, particularly Excel and Word, as these are essential for the role. Consider taking a quick online course or tutorial to enhance your proficiency and demonstrate your commitment to the position.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since the role involves liaising with clients and providers, being able to convey information clearly and professionally will be crucial in making a positive impression.
✨Tip Number 4
Showcase your ability to work under pressure by preparing examples of how you've managed tight deadlines in previous roles. This will highlight your organisational skills and ability to prioritise tasks effectively, which is key for a Customer Support Administrator.
We think you need these skills to ace Customer Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, especially in financial services. Emphasise your skills with Microsoft Word, Excel, and Outlook, as well as any familiarity with Intelligent Office or investment platforms.
Craft a Strong Cover Letter: Write a cover letter that showcases your interpersonal and communication skills. Mention specific examples of how you've successfully managed workloads and resolved client queries in previous roles.
Highlight Attention to Detail: In your application, provide examples that demonstrate your keen eye for detail and quality focus. This could include instances where you maintained accurate documentation or adhered to compliance regulations.
Show Willingness to Learn: Express your eagerness to learn and develop within the role. Mention any relevant training or courses you've undertaken, and how you adapt to changes in a fast-paced environment.
How to prepare for a job interview at Ramsay Asset Management Ltd
✨Showcase Your Administrative Skills
Be prepared to discuss your previous administrative experience, especially in a financial services environment. Highlight specific tasks you've handled that relate to the responsibilities listed in the job description, such as preparing paperwork or managing client data.
✨Demonstrate Attention to Detail
Since the role requires a keen eye for detail, be ready to provide examples of how you've ensured accuracy in your work. You might mention experiences where you caught errors or improved processes through careful review.
✨Familiarise Yourself with Relevant Software
If you have experience with Microsoft Word, Excel, and Outlook, make sure to mention it. If you’ve used Intelligent Office or investment platforms, even better! Brush up on these tools before the interview to show your readiness.
✨Prepare for Client Interaction Scenarios
As the role involves dealing with clients over the phone and via email, think of examples where you've successfully resolved client queries. Practice articulating how you handle difficult situations and maintain professionalism under pressure.