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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 hours, Monday to Friday, in a supportive office environment.
- Why this job: Be a key player in delivering high-quality financial advice and making a difference for clients.
- Qualifications: Strong organisational skills, attention to detail, and a positive attitude are essential.
The predicted salary is between 28000 - 42000 £ per year.
Working for a busy Financial Advice service near Wolverhampton, you will work full time in office, Monday-Friday. 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.
This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Client Services Administrator in Pattingham 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 Pattingham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in client services. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show us that you understand what it means to deliver outstanding service and how you can contribute to their success as a Client Services Administrator.
✨Tip Number 3
Practice your organisational skills! During interviews, be ready to share examples of how you've managed tasks or projects efficiently. We want to see that you can handle the busy environment of a financial advice service.
✨Tip Number 4
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 Client Services Administrator in Pattingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights the skills and experiences that match the Client Services Administrator role. We want to see how your organisational skills and attention to detail shine through!
Craft a Compelling Cover Letter: Your cover letter is your chance to show us your personality! Explain why you’re passionate about delivering outstanding service and how you can support our financial advisors effectively.
Showcase Relevant Experience: If you've got experience in client services or administration, make it front and centre! We love seeing how you've handled client queries and managed appointments in previous roles.
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 this exciting opportunity with us.
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 the tasks mentioned in the job description, like managing client appointments and preparing advisors for meetings. 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 excellent organisational skills, come prepared with examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise tasks and ensure everything is completed on time, as this will highlight your ability to thrive in a busy environment.
✨Demonstrate a Positive Attitude
A positive attitude is key in client-facing roles. During the interview, maintain an upbeat demeanour and express your enthusiasm for providing outstanding service. Share stories that illustrate your commitment to helping clients and supporting your team, as this will resonate well with the interviewers.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions to ask the interviewers. Inquire about the company culture, how they measure success in this role, or what challenges the team currently faces. This shows that you're engaged and serious about finding the right fit for both you and the company.
