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For Companies At a Glance
- Tasks: Support financial advisors by managing client appointments and ensuring timely completion of tasks.
- Company: Busy Financial Advice service near Wolverhampton with a focus on client satisfaction.
- Benefits: Full-time role with a supportive team environment and opportunities for growth.
- Why this job: Be a vital part of delivering high-quality financial advice and making a difference for clients.
- Qualifications: Strong organisational skills, attention to detail, and a positive attitude.
- Other info: Join a dynamic team dedicated to outstanding client service.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Working for a busy Financial Advice service near Wolverhampton, you will work full time in office, Monday-Friday.
Responsibilities
- As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors.
- Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard.
- You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard.
- You will prepare advisors for their meetings with the client and represent the company positively at all times.
- This is a key role in supporting financial advisors and paraplanners in delivering high-quality financial planning and investment advice to clients.
Qualifications & Skills
- Excellent organisational skills
- Accuracy
- A positive attitude
- A passion to deliver an outstanding service to clients
Client Services Administrator employer: Team Support Group Ltd
Contact Detail:
Team Support Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Get to know the company! Research their values and recent projects. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Prepare for common interview questions related to client services and financial advice. Role-playing with a friend can help you feel more confident and articulate your thoughts clearly.
✨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 your interview, send a thank-you email expressing your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisational skills and attention to detail. We want to see how your experience aligns with the responsibilities of a Client Services Administrator, so don’t be shy about showcasing relevant tasks you've handled in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for delivering outstanding service and how you can support our financial advisors. Keep it concise but impactful – we love a good story!
Showcase Your Positive Attitude: In your application, let your personality shine through. We’re looking for someone with a positive attitude who can represent us well. A few lines about why you love helping clients can go a long way!
Apply Through Our Website: Don’t forget to apply 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’ll be set!
How to prepare for a job interview at Team Support Group Ltd
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Services Administrator. Familiarise yourself with how this role supports financial advisors and paraplanners, and think about how your skills align with their needs.
✨Showcase Your Organisational Skills
Since excellent organisational skills are crucial for this position, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and ensure timely completion of tasks.
✨Demonstrate a Positive Attitude
A positive attitude can set you apart from other candidates. During the interview, express your enthusiasm for delivering outstanding service to clients. Share stories that highlight your commitment to maintaining a positive outlook, even in challenging situations.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how success is measured in this role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
