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, hybrid working, and employee discounts.
- Other info: Great opportunity for career growth in a supportive team environment.
- Why this job: Make a real difference in client experiences while developing your professional skills.
- 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
Templegate Recruitment is an exceptional employer located in Altrincham, offering a supportive and dynamic work environment for its Client Servicing Administrators. With a strong focus on employee well-being, the company provides generous benefits including 25 days of holiday plus your birthday off, a company pension scheme, and flexible working options. Employees are encouraged to grow professionally within a client-focused culture that values exceptional service and teamwork.
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 your outfit is professional and fits the company's vibe. First impressions matter, so looking sharp can give you an edge over other candidates.
✨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 enthusiasm for 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 and organisational skills, as these are key for this position.
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 the team. Don’t forget to mention your client-focused approach!
Be Professional Yet Personable:Since this role involves a lot of client interaction, make sure your application conveys a professional yet friendly tone. We want to see your ability to connect with clients right from the start!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and get the ball rolling on your potential new career with us!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT
✨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. During the interview, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to demonstrate how you've successfully communicated with clients or colleagues.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and customer service skills. Think of scenarios where you had to manage multiple tasks or handle difficult clients. Prepare concise stories that highlight your organisational skills and proactive approach.
✨Dress the Part
First impressions matter! Dress professionally to reflect the company’s culture. A smart appearance will convey your seriousness about the role and your respect for the interview process.
