At a Glance
- Tasks: Provide top-notch admin support to clients and advisers, ensuring smooth operations.
- Company: Join a dynamic team in a leading financial services firm.
- Benefits: Competitive salary, flexible working hours, and opportunities for personal growth.
- Other info: Exciting projects and a collaborative environment await you!
- Why this job: Be part of a supportive team that values your contributions and fosters professional development.
- Qualifications: Strong organisational skills and a knack for building client relationships.
The predicted salary is between 25000 - 32000 € per year.
Our Client Servicing Administrators provide comprehensive administrative and operational support to our clients and advisers on an ongoing basis and in line with agreed service levels and standards. This role will form an important part of our Newcastle administration team in providing an excellent standard of service to our clients and advisers alike. An ideal candidate will be organised, detail-oriented, professional, and confident in managing relationships with clients and advisers.
Key responsibilities
- Work closely with our financial advisers to provide ongoing service and support to clients as part of a pooled team.
- Conduct all client and third-party interactions professionally and in line with company policy and procedures.
- Manage all client and advisory requests through to a timely resolution.
- Assist with onboarding new clients.
- Preparation of client correspondence, forms, and documentation.
- Ensure client and plan records are created and maintained on our systems accurately and updated on a timely basis in line with procedures, Data Protection Policy, and service levels.
- Ensure client review meetings are arranged and overseen through to completion in line with agreed service levels, working alongside advisers and colleagues to deliver value-added service to our clients.
- Generate invoices and fee expectations in line with the finance process.
- Perform ad-hoc tasks and get involved with projects as needed to support the team and wider business.
General responsibilities
- Always be flexible to work across all propositions as needed and provide a one team approach.
- Ensure all key administrative tasks are carried out within set deadlines to a high standard of excellence and accuracy, understanding the impact to the business if not adhered to.
- Conduct personal learning, training, and assessment exercises in accordance with your individual training requirements.
Client Servicing Administrator employer: Shackleton Advisers Limited
As a Client Servicing Administrator in our Newcastle team, you will thrive in a supportive and collaborative work culture that prioritises professional development and employee well-being. We offer comprehensive training opportunities, a commitment to work-life balance, and a chance to make a meaningful impact on client relationships, all while being part of a dynamic team dedicated to excellence in service delivery.
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Client Servicing Administrator role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you answer questions confidently and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions. Think about how your skills in administration and client servicing can shine through. We recommend doing mock interviews with friends or family to get comfortable with your answers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining our Newcastle team and ready to provide top-notch service to our clients and advisers.
We think you need these skills to ace Client Servicing Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Servicing Administrator role. Highlight your organisational skills and any experience you have in client support or administration. We want to see how you can bring value to our Newcastle team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific examples of how you've managed client relationships or handled administrative tasks in the past. We love a good story!
Showcase Your Attention to Detail:As a Client Servicing Administrator, attention to detail is key. Make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Servicing Administrator. Familiarise yourself with the key tasks mentioned in the job description, like managing client interactions and supporting financial advisers. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since this role requires being organised and detail-oriented, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work, as these are crucial for providing excellent service to clients.
✨Practice Professional Communication
As you'll be interacting with clients and advisers, it's essential to convey professionalism. Practice answering common interview questions clearly and confidently. You might even want to role-play with a friend to simulate client interactions, ensuring you can handle various scenarios with poise.
✨Be Ready to Discuss Teamwork
This position emphasises a 'one team approach', so be prepared to talk about your experience working in teams. Share specific examples of how you've collaborated with colleagues to achieve common goals, and highlight your flexibility in adapting to different roles within a team setting.
