Client Services Admin – Financial Services in Newcastle upon Tyne
Client Services Admin – Financial Services

Client Services Admin – Financial Services in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 30000 - 42000 £ / year (est.) No home office possible
Go Premium
S

At a Glance

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

The predicted salary is between 30000 - 42000 £ 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 in Newcastle upon Tyne 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.
S

Contact Detail:

Shackleton Advisers Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Admin – Financial Services in Newcastle upon Tyne

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy; we all love a good natter!

Tip Number 2

Prepare for those interviews! Research the company and its culture, and think about how your skills match the role. We want you to shine, so practice common interview questions and have some examples ready to show off your organisational skills.

Tip Number 3

Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows professionalism and keeps you fresh in their minds. We’re all about making those connections count!

Tip Number 4

Apply through our website! It’s super easy and ensures your application gets seen by the right people. Plus, we’re always on the lookout for talent like yours in client services. Let’s get you that job!

We think you need these skills to ace Client Services Admin – Financial Services in Newcastle upon Tyne

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: Make sure to highlight your organisational skills in your application. 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. But don’t forget to show a bit of your personality too! We love candidates who can communicate effectively while still being approachable.

Tailor Your Experience: When writing your application, tailor it to reflect your experience in financial services. We’re looking for specific examples that demonstrate your ability to support clients and advisers effectively.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important details!

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 before the interview. Understand the key products and services offered by the firm, as well as any recent industry trends. This will show that you're genuinely interested in the role and can engage in informed discussions.

Showcase Your Organisational Skills

Prepare examples from your past experiences that highlight your organisational skills. Think about times when you successfully managed multiple client requests or maintained accurate records under pressure. Be ready to discuss how you prioritise tasks and ensure nothing falls through the cracks.

Practice Effective Communication

Since the role requires strong communication skills, practice articulating your thoughts clearly and concisely. You might want to do a mock interview with a friend or family member. Focus on how you explain complex information simply, as this is crucial for client interactions.

Emphasise Attention to Detail

Attention to detail is key in this role, so prepare to discuss how you ensure accuracy in your work. Bring up specific instances where your attention to detail made a difference, whether it was catching an error in documentation or ensuring compliance with regulations.

Client Services Admin – Financial Services in Newcastle upon Tyne
Shackleton Advisers Limited
Location: Newcastle upon Tyne
Go Premium

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

S
  • Client Services Admin – Financial Services in Newcastle upon Tyne

    Newcastle upon Tyne
    Full-Time
    30000 - 42000 £ / year (est.)
  • S

    Shackleton Advisers Limited

    50-100
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>