At a Glance
- Tasks: Be the friendly face of our firm, managing client interactions and supporting advisers.
- Company: Join a well-established financial planning firm with a client-focused approach.
- Benefits: Enjoy 25 days holiday, your birthday off, and flexible working options.
- Other info: Great opportunity for career growth in a supportive team environment.
- Why this job: Make a real difference by delivering exceptional customer service in a professional setting.
- Qualifications: Strong communication skills and a proactive, organised mindset are essential.
The predicted salary is between 25000 - 30000 € per year.
Location: Altrincham
Salary: £25,000 TO £30,000 DOE
Benefits:
- 25 days holiday plus your birthday off
- Company pension scheme
- Life insurance
- Perkbox / employee discounts
- Company events
- Hybrid working available following successful completion of probation
- Flexible working hours available
About the Company:
Our client is a well-established and client-focused financial planning firm based in Altrincham. They are seeking a professional and personable Receptionist / Client Servicing Administrator to join their Operations Team. This is an excellent opportunity for an organised and proactive individual who enjoys delivering exceptional customer service in a professional office environment.
Key Responsibilities:
- Acting as the first point of contact for clients, managing reception duties including answering and directing calls
- Coordinating meeting room bookings and ensuring rooms are prepared to a high standard
- Running reports via the back-office system to identify clients due for financial reviews
- Supporting advisers by preparing reports and booking client review meetings
- Contacting clients to arrange face-to-face or virtual review meetings
- Managing adviser diaries effectively
- Logging all client interactions and maintaining accurate records within the system
- Following up with clients where contact has not been successful, including written communication in line with company processes
- Preparing client review packs for meetings
- Managing client engagement activities, including birthday communications and gifts
- Maintaining a professional and welcoming office environment
- Supporting general administrative duties, including office supply stock management
- Delivering exceptional customer service both in person and over the phone
What We're Looking For:
- Strong communication and organisational skills
- Confident and professional telephone manner
- High attention to detail and accuracy
- Ability to prioritise workloads and manage multiple tasks effectively
- Proactive, flexible, and team-oriented approach
- High level of integrity and respect for confidentiality
- Client-focused with a professional and personable manner
Desirable Skills:
- Previous experience within a financial services or professional services environment
- Proficiency in Microsoft Office including Outlook, Word, Excel, and Teams
- Experience using CRM or back-office systems
- Experience supporting advisers or client servicing teams
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Client Servicing Administrator in Altrincham employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an exceptional employer, offering a supportive and dynamic work environment in Altrincham. With benefits such as 25 days of holiday plus your birthday off, a company pension scheme, and opportunities for hybrid and flexible working, employees are encouraged to maintain a healthy work-life balance. The firm prioritises professional growth and development, making it an ideal place for those looking to build a rewarding career in financial services while delivering outstanding client service.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Administrator in Altrincham
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more comfortable you are with your answers, the more confident you'll feel during the actual interview.
✨Tip Number 3
Dress the part! Make sure you look professional and polished for your interview. First impressions matter, and looking the part can give you an extra boost of confidence.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind for the hiring team. Plus, it’s a great chance to reiterate your interest in the role!
We think you need these skills to ace Client Servicing Administrator in Altrincham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Servicing Administrator role. Highlight your communication skills and any relevant experience in financial services to catch our eye!
Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to showcase your personality and explain why you’re the perfect fit for our team. Don’t forget to mention your passion for delivering exceptional customer service.
Be Professional Yet Personable:Remember, we’re looking for someone who can connect with clients. Use a friendly tone in your application but keep it professional. Show us you can balance both aspects effortlessly!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know the Company Inside Out
Before your interview, take some time to research the financial planning firm. Understand their values, services, and client base. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Client Servicing Administrator, strong communication is key. Prepare examples of how you've successfully managed client interactions in the past. Practise articulating your thoughts clearly and confidently, both in person and over the phone.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you prioritise tasks and manage multiple responsibilities. You might want to share specific tools or methods you use to stay organised, especially if they relate to managing diaries or coordinating meetings.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face in the role, such as handling difficult clients or managing tight deadlines, and prepare your responses accordingly.
