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- Tasks: Provide top-notch client care and support for a leading financial services organisation.
- Company: Join Sweden Renewable Energy Investments AB, a fantastic place to grow your career.
- Benefits: Full-time role with opportunities for professional development and a supportive team environment.
- Why this job: Make a real difference in clients' lives while enhancing your skills in finance and customer service.
- Qualifications: Strong communication, problem-solving skills, and a passion for helping others.
- Other info: Dynamic entry-level position with great potential for career advancement.
We are offering a great opportunity to work with a fantastic financial services organization where you can develop a worthwhile career.
The role of the Client Services Administrator is to provide first‑class client care for clients of the business.
Key Responsibilities and Outputs:- Processing of new business following all company procedures and processes
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its client and community
- Dealing with new and existing client communications and queries
- Supporting and dealing with new enquiries
- Supporting and dealing with existing client enquiries
- Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
- Continuous professional development to meet personal development needs
- Reports to: Client Services Manager/Operations Manager
- Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
- Supporting the onboarding of new clients into the business
- Maintaining existing client review communications
- Working within the Client Services team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
- Supporting the delivery of and achievement of the client service standards
- Client continual improvement feedback communications and maintenance
- Individual workflow and task delivery
- Communication skills that allow you to inform, help and advise clients clearly and to liaise effectively with other professionals
- Listening skills, to understand exactly what clients require
- Problem‑solving skills
- Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations
- Creative thinking, to be able to come up with new ideas to improve customer service standards
- An ability to work well under pressure
- Organisational and planning skills to develop customer services policies
- Good personal presentation, especially when working with clients face to face
- A commitment to improve your own customer service skills on an ongoing basis
- Keeping up to date with legislative and industry changes which affect the business and its clients
Seniority Level: Entry level
Employment Type: Full‑time
Job Function: Finance and Sales
Industries: Banking
Wealth Management Administrator in Oswestry employer: Sweden Renewable Energy Investments AB
Contact Detail:
Sweden Renewable Energy Investments AB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Oswestry
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those at Sweden Renewable Energy Investments AB. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and problem-solving. We recommend role-playing with a friend or using online resources to boost your confidence and communication skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you’ve managed tasks or improved processes in previous roles. This will highlight your ability to maintain high standards of customer care.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Wealth Management Administrator in Oswestry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight relevant experience and skills that match the job description, like communication and problem-solving abilities. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client care and how your background makes you a great fit for us. Keep it concise but engaging – we love a good story!
Showcase Your Skills: In your application, don’t just list your skills; demonstrate them! Use examples from your past experiences to show how you've successfully handled client communications or improved customer service. We’re all about real-world applications!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’re good to go!
How to prepare for a job interview at Sweden Renewable Energy Investments AB
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific services offered by Sweden Renewable Energy Investments AB. Brush up on financial terminology and be ready to discuss how you can contribute to client care and satisfaction.
✨Showcase Your Communication Skills
Since this role heavily relies on communication, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or resolved queries in the past. This will demonstrate your ability to inform and help clients, which is crucial for the position.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've had to solve problems or handle difficult situations. Be ready to share these experiences during the interview, highlighting your patience, tact, and creative thinking. This will show that you're equipped to deal with client challenges effectively.
✨Dress to Impress
First impressions matter, especially in a client-facing role. Make sure to dress professionally and present yourself well. This not only reflects your seriousness about the job but also aligns with the company’s standards of good personal presentation.
