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, flexible hours, professional development support, and competitive salary.
- 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: Experience in client-facing roles and strong communication skills required.
The predicted salary is between 28000 - 30000 £ per year.
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.
Client Services Administrator in West Bromwich 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 working in a small team that recognises and rewards hard work, all within a location that is easily accessible by public transport and offers free parking.
Contact Details:
Simpson Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in West Bromwich
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations 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 client scenarios.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up after interviews! 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 why you’re the perfect fit for their team.
We think you need these skills to ace Client Services Administrator in West Bromwich
Some tips for your application 🫡
Show Off Your Communication Skills:Since this role is all about client communication, make sure your written application reflects your strong communication skills. Use clear and concise language, and don’t forget to proofread for any typos or errors!
Tailor Your Application:We want to see how you fit into our team! Tailor your CV and cover letter to highlight your experience in client-facing roles and any relevant skills that match the job description. Make it personal and show us why you’re the perfect fit.
Highlight Your Organisational Skills:As a Client Services Administrator, being organised is key. In your application, share examples of how you've managed multiple tasks or projects effectively. This will help us see your ability to prioritise and stay on top of things.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Simpson Recruitment Services
✨Know Your Client Services Inside Out
Before the interview, make sure you understand the key responsibilities of a Client Services Administrator. Familiarise yourself with client communication strategies and financial administration processes. 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 strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise under pressure and maintain high standards in your work.
✨Brush Up on Your Communication Skills
As you'll be the primary point of contact for clients, it's crucial to convey your strong written and verbal communication skills. Practice articulating your thoughts clearly and concisely, and consider preparing a few questions to ask the interviewer about their client communication practices.
✨Familiarise Yourself with Xplan CRM
If you have experience with CRM systems, great! If not, take some time to learn about Xplan or similar platforms. Being able to discuss how you would manage client records and transactions using such tools will set you apart and show your willingness to adapt to new systems.
