At a Glance
- Tasks: Join a dynamic team to deliver top-notch client service and support onboarding.
- Company: Be part of a leading financial services firm managing over £3 billion in assets.
- Benefits: Enjoy hybrid work, flexible hours, and an excellent benefits package.
- Why this job: Great opportunity to grow in a supportive environment while making a real impact.
- Qualifications: Previous customer service experience in finance; CII or RO part-qualified preferred.
- Other info: Flexible working arrangements to fit your lifestyle.
The predicted salary is between 30000 - 42000 £ per year.
Today, they manage and advise on over £3 billion in client assets, achieved through a combination of organic growth and strategic acquisitions. All in all, an exciting company to be part of.
Due to the growth they are experiencing, our client are looking for a high calibre administrator to join a services team, demonstrating the best communication to their clients and troubleshoot in a timely, efficient manner.
Key responsibilities include:
Always prioritise the customer in everything you do
Deliver excellent service as your main responsibility
Learn about our core values, products, and services
Onboard new clients efficiently and support existing ones
Build strong relationships with customers, advisers, and paraplanners in your team
Contribute positively to team morale and be a great team player
Communicate effectively with clients via phone, email, and other channels
Participate in business projects
The successful candidate will be delivery-focused and well-organised, with some previous customer service experience from a financial services environment. Ideally someone who is CII or RO part-qualified is preferred.
Skills and experiences we are looking for include:
Knowledge of investment products such as ISAs, pensions, or bonds
Experience using CRM systems
Good team player
Proven ability to challenge and improve processes
Passionate about delivering excellent customer service
Self-starter who takes charge of their own development journey
You will be joining one of the South’s exciting FS firms, and the opportunity to join them is made even more attractive by their excellent benefits package on offer. The role is hybrid, two days in the office, you can be as flexible as you wish with your hours (standard hours would be 8:30am – 5:30pm M-F), our client are very keen to champion flexible working for the right candidate, so essentially are keen to work around your personal life to get the best performance. How refreshing is that!
Give a call today to discuss the role in detail and learn more about this great company and opportunity.
Client Services Administrator employer: ReQuire Consultancy
Contact Detail:
ReQuire Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Familiarize yourself with the company's core values, products, and services. This knowledge will not only help you understand their operations better but also allow you to demonstrate your commitment to delivering excellent customer service during your interactions.
✨Tip Number 2
Highlight any previous experience you have in customer service, especially within a financial services environment. Be prepared to discuss specific examples of how you've successfully managed client relationships and resolved issues efficiently.
✨Tip Number 3
Showcase your ability to work as part of a team. Think of instances where you've contributed positively to team morale or collaborated effectively with colleagues, as this role emphasizes being a great team player.
✨Tip Number 4
Demonstrate your self-starter attitude by discussing any initiatives you've taken in your previous roles to improve processes or enhance customer service. This will align well with the company's focus on continuous improvement.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Client Services Administrator position. Tailor your application to highlight how your skills and experiences align with their needs.
Highlight Relevant Experience: Emphasize any previous customer service experience, especially in a financial services environment. Mention specific examples where you delivered excellent service or improved processes.
Showcase Communication Skills: Since effective communication is key for this role, provide examples in your application that demonstrate your ability to communicate clearly and efficiently with clients through various channels.
Express Your Passion: Convey your passion for delivering excellent customer service and your enthusiasm for the financial services industry. This can set you apart from other candidates.
How to prepare for a job interview at ReQuire Consultancy
✨Know Your Products
Make sure you have a solid understanding of investment products like ISAs, pensions, and bonds. This knowledge will not only help you answer questions confidently but also demonstrate your commitment to delivering excellent customer service.
✨Showcase Your Communication Skills
Since the role emphasizes effective communication with clients, be prepared to discuss examples of how you've successfully communicated in previous roles. Highlight your ability to troubleshoot issues efficiently and maintain strong relationships.
✨Emphasize Teamwork
The company values team morale and collaboration. Be ready to share experiences where you contributed positively to a team environment and how you can be a great team player in their services team.
✨Demonstrate Your Self-Starter Attitude
Talk about your personal development journey and how you take charge of your learning. This will show that you are proactive and passionate about improving your skills, which aligns with the company's expectations for a delivery-focused candidate.