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- 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, Monday to Friday, in a dynamic office environment.
- Why this job: Be a key player in delivering high-quality financial planning and make a real difference.
- Qualifications: Strong organisational skills, accuracy, and a positive attitude are essential.
- Other info: Great opportunity for career growth in the financial services sector.
The predicted salary is between 30000 - 42000 £ per year.
Working for a busy Financial Advice service near Wolverhampton, you will work full time in office, Monday-Friday.
Responsibilities
- Completion of business tasks and processing for advisors.
- Ensuring both advisors and clients are prepared for meetings in advance.
- Completing all client queries and tasks in a timely fashion and to a high standard.
- Managing client appointments properly and ensuring all necessary pre and post meeting actions are completed to the highest standard.
- Preparing advisors for their meetings with the client.
- Representing the company positively at all times.
- 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 in Codsall 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 in Codsall
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in client services. You never know who might have a lead on a job or can give you insider info about the company.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Make sure you can talk about how your skills align with their mission of delivering outstanding service to clients. We want to see that passion shine through!
✨Tip Number 3
Practice your organisational skills before the interview. Think of examples where you've successfully managed tasks or appointments. This will show that you're ready to handle the responsibilities of a Client Services Administrator.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team and contributing to high-quality financial planning.
We think you need these skills to ace Client Services Administrator in Codsall
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 Your Role Inside Out
Before the 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 be ready to discuss how your skills align with these tasks.
✨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. Highlight how you ensured timely completion and maintained high standards.
✨Prepare for Client Interaction Scenarios
Think about potential client queries or meeting scenarios you might encounter in this role. Be ready to demonstrate how you would handle these situations positively and effectively, showcasing your passion for delivering outstanding service.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about the team dynamics, the tools they use for client management, or how they measure success in this position. This shows you’re engaged and serious about contributing to their success.
