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- Tasks: Be the go-to person for clients, managing calls, emails, and ensuring a top-notch experience.
- Company: Join a thriving investment practice that values both client and employee growth.
- Benefits: Enjoy a competitive salary and opportunities for career progression tailored to your goals.
- Why this job: Shape client futures while developing your own career in a supportive environment.
- Qualifications: Strong relationship-building skills and a passion for providing excellent service are essential.
- Other info: This role is perfect for those looking to kickstart their career in finance.
The predicted salary is between 24000 - 36000 £ per year.
Title : Client Service Executive Location: Birmingham Salary : up to £30,000 Reference: 9418 The company: We’re working with a well-established and thriving Investment practice that is seeking a client service executive to join their Birmingham team. This client spends time learning about their clients’ unique needs to help shape their futures. Moreover, they have the same ethos when it comes to their employees, they’ll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning. As a Client Service Executive you will be the first point of contact to clients, you will manage all administration and will play a key role in their client experience. To be successful within the role you must have strong relationship building skills and always thrive to provide the best service available. The role: First point of contact for clients and their intermediaries Answer calls/emails, attend meetings as required, manage discussions and delivery a high-quality experience Onboarding, transfers, payments and reporting Prepare literature for client meetings Administration of client data, client documentation and new business paperwork onto back-office systems/platforms Unde…
Client Service Executive employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Fokussiere dich auf deine Kommunikationsfähigkeiten. Da du der erste Ansprechpartner für die Kunden bist, ist es wichtig, dass du in der Lage bist, klar und professionell zu kommunizieren. Übe, wie du Informationen effektiv übermittelst und auf Fragen reagierst.
✨Tip Number 2
Zeige dein Interesse an der Branche. Informiere dich über aktuelle Trends im Investmentbereich und sei bereit, darüber zu sprechen. Dies zeigt, dass du engagiert bist und ein echtes Interesse daran hast, den Kunden den bestmöglichen Service zu bieten.
✨Tip Number 3
Netzwerke mit Fachleuten aus der Branche. Besuche Veranstaltungen oder Webinare, um Kontakte zu knüpfen und mehr über die Erwartungen an einen Client Service Executive zu erfahren. Diese Verbindungen können dir wertvolle Einblicke geben und dir helfen, dich von anderen Bewerbern abzuheben.
✨Tip Number 4
Bereite dich darauf vor, Beispiele für deine Beziehungspflege zu teilen. Überlege dir konkrete Situationen, in denen du erfolgreich Beziehungen aufgebaut oder Probleme gelöst hast. Dies wird dir helfen, deine Fähigkeiten während des Gesprächs zu demonstrieren.
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Service Executive position. Understand the key responsibilities and required skills, such as relationship building and administration.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the role. Emphasize any previous client service roles or administrative tasks you've handled.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to meet the unique needs of clients. Mention specific examples of how you've provided excellent service in the past.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Recruit UK
✨Show Your Relationship-Building Skills
As a Client Service Executive, your ability to build strong relationships is crucial. Be prepared to share examples from your past experiences where you successfully managed client relationships or resolved conflicts.
✨Demonstrate Your Communication Skills
Since you'll be the first point of contact for clients, effective communication is key. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you handle different types of client interactions.
✨Understand the Company’s Ethos
Research the investment practice and understand their approach to client service and employee development. Be ready to discuss how your values align with theirs and how you can contribute to their mission.
✨Prepare for Administrative Questions
The role involves managing various administrative tasks. Brush up on your organizational skills and be prepared to discuss your experience with client data management and documentation processes.
