At a Glance
- Tasks: Manage client relationships and financial administration in a dynamic boutique firm.
- Company: Boutique wealth management firm with high standards and a supportive team.
- Benefits: Four-day work week, competitive salary, professional development, and flexible hours.
- Other info: Great location with easy transport access and free parking.
- Why this job: Join a small team where your contributions are valued and recognised.
- Qualifications: Three years in a client-facing role and strong communication skills.
Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.
What you will do:
- Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly.
- Schedule and track client review meetings and maintain proactive contact with the client base.
- Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy.
- Prepare client-facing documentation, reports and correspondence to a consistently professional standard.
- Ensure adviser charges are correctly set up, tracked and reconciled monthly.
- Maintain pipeline and client records within Xplan CRM.
What you will bring:
- At least three years' experience in a client-facing or customer service role.
- Strong written communication skills with genuine attention to detail.
- Confident with Microsoft Office and comfortable learning new systems.
- Well organised, self-managing and able to prioritise under pressure.
- Experience in financial services administration is desirable but not essential.
Why this role?
- The firm operates a four-day working week around 30 hours, Monday to Thursday.
- You will work in a small, professional environment where high standards are expected and good work is recognised.
- A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification.
- Salary £28,000 to £30,000 depending on experience.
- Flexible start / end times.
- Based in Sutton Coldfield easy for public transport / free parking.
To apply, please send your CV to Gary Simpson.
Client Services Administrator in Sutton Coldfield employer: Simpson Recruitment Services
Join a boutique wealth management firm in Sutton Coldfield, where you will thrive in a supportive and professional environment that values high standards and client satisfaction. With a four-day working week, flexible hours, and a commitment to your professional development, this role offers a unique opportunity for growth while maintaining a healthy work-life balance. Enjoy the benefits of free parking and easy access to public transport, making your daily commute hassle-free.
Contact Details:
Simpson Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Sutton Coldfield
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be the primary point of contact for clients, being articulate and confident is key. Try role-playing with a friend or family member to get comfortable with common interview questions.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed client relationships or handled multiple tasks efficiently. This will demonstrate that you can thrive in a busy environment like theirs.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it’s a great way to reiterate your interest in joining their team.
We think you need these skills to ace Client Services Administrator in Sutton Coldfield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client-facing experience and any relevant financial services knowledge to show us you’re the right fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about this position. Share specific examples of how you've managed client relationships or handled financial administration, so we can see your potential impact on our team.
Show Off Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. A polished application will demonstrate to us that you take pride in your work and understand the importance of detail.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Simpson Recruitment Services
✨Know Your Client Services Inside Out
Make sure you understand the key responsibilities of a Client Services Administrator. Familiarise yourself with client communication strategies, financial administration processes, and how to maintain client records. This will help you demonstrate your knowledge and show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise under pressure and keep everything on track, as this will resonate well with the high standards expected by the firm.
✨Communicate Clearly and Professionally
As you'll be the primary point of contact for clients, practice your written and verbal communication skills. Prepare to articulate your thoughts clearly and professionally during the interview. You might even want to bring along a sample of client-facing documentation you've prepared in the past to showcase your attention to detail.
✨Be Ready to Discuss Technology Proficiency
The job mentions comfort with Microsoft Office and learning new systems. Brush up on your tech skills and be prepared to discuss any relevant software you've used, especially CRM systems like Xplan. Showing that you're tech-savvy will give you an edge in this digital age.
