Client Services Admin – Financial Services
Client Services Admin – Financial Services

Client Services Admin – Financial Services

Full-Time 25000 - 35000 £ / year (est.) No home office possible
Shackleton Advisers Limited

At a Glance

  • Tasks: Provide top-notch admin support to clients and advisers in financial services.
  • Company: Dynamic financial services firm based in Newcastle upon Tyne.
  • Benefits: Collaborative work environment with opportunities for professional growth.
  • Other info: Perfect for those who thrive in a detail-oriented and communicative role.
  • Why this job: Join a team where your organisational skills can shine and make a difference.
  • Qualifications: Strong organisational skills and experience in financial services preferred.

The predicted salary is between 25000 - 35000 £ per year.

A financial services firm based in Newcastle upon Tyne is seeking a Client Servicing Administrator to deliver comprehensive administrative support to clients and advisers. The ideal candidate will possess strong organizational skills, professionalism, and experience in financial services.

Key responsibilities include:

  • Managing client requests
  • Onboarding new clients
  • Maintaining accurate records

The role offers a collaborative work environment requiring effective communication skills and attention to detail.

Client Services Admin – Financial Services employer: Shackleton Advisers Limited

Join a dynamic financial services firm in Newcastle upon Tyne, where we prioritise employee growth and foster a collaborative work culture. Our commitment to professional development, coupled with a supportive team environment, ensures that you will thrive while delivering exceptional service to our clients. Enjoy competitive benefits and the opportunity to make a meaningful impact in the financial sector.
Shackleton Advisers Limited

Contact Detail:

Shackleton Advisers Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Admin – Financial Services

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector 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

Prepare for those interviews! Research the company and its culture, and be ready to discuss how your organisational skills and attention to detail can benefit their client servicing team. Practice common interview questions to boost your confidence.

Tip Number 3

Showcase your experience! When you get the chance to chat with potential employers, highlight any relevant experience you have in managing client requests or onboarding new clients. Real-life examples can make you stand out.

Tip Number 4

Don't forget to apply through our website! We’ve got loads of resources to help you land that Client Services Admin role. Plus, it’s a great way to show your enthusiasm for joining our team!

We think you need these skills to ace Client Services Admin – Financial Services

Organizational Skills
Professionalism
Experience in Financial Services
Client Management
Onboarding
Record Keeping
Communication Skills
Attention to Detail

Some tips for your application 🫡

Show Off Your Organisational Skills: When writing your application, make sure to highlight your organisational skills. We want to see how you manage tasks and keep everything in order, especially since this role involves handling client requests and maintaining records.

Be Professional and Personable: In the financial services sector, professionalism is key. Use a friendly yet professional tone in your application. We’re looking for someone who can communicate effectively with clients and advisers, so let your personality shine through!

Tailor Your Experience: Make sure to tailor your application to reflect your experience in financial services. We want to know how your background aligns with the responsibilities of managing client onboarding and support. Specific examples will help us see your fit for the role.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Shackleton Advisers Limited

Know Your Financial Services

Make sure you brush up on your knowledge of financial services. Understand the key products and services offered by the firm, as well as any recent industry trends. This will show that you're not just interested in the role, but also in the sector.

Showcase Your Organisational Skills

Prepare examples from your past experiences where you've demonstrated strong organisational skills. Think about times when you managed multiple tasks or projects simultaneously and how you kept everything on track. This is crucial for a Client Services Admin role.

Practice Effective Communication

Since the role requires effective communication, practice articulating your thoughts clearly and concisely. You might want to do mock interviews with friends or family to get comfortable discussing your experiences and answering questions.

Attention to Detail is Key

Be ready to discuss how you ensure accuracy in your work. Bring examples of how you've maintained records or handled client requests with precision. This will highlight your attention to detail, which is essential for this position.

Client Services Admin – Financial Services
Shackleton Advisers Limited

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>