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 employer: TEMPLEGATE RECRUITMENT
Join a well-established financial planning firm in Altrincham, where exceptional customer service is at the heart of our operations. We offer a supportive work culture with flexible hours, hybrid working options, and a comprehensive benefits package including 25 days holiday plus your birthday off, ensuring a healthy work-life balance. With opportunities for professional growth and a focus on employee well-being, this is an ideal environment for those looking to thrive in their careers while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Administrator
✨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 fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Client Servicing Administrator
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 Compelling Cover Letter:Use your cover letter to showcase your personality and explain why you’re the perfect fit for the team. Mention your passion for delivering exceptional customer service and how you can contribute to the firm’s client-focused approach.
Be Professional Yet Personable:Remember, this role is all about client interaction. Your application should convey a professional tone while also reflecting your friendly and approachable nature. We want to see the real you!
Apply Through Our Website:To make sure your application gets noticed, apply directly through our website. This way, we can easily track your application and get back to you quicker. Don’t miss out on this opportunity!
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 Customer Service Skills
As a Client Servicing Administrator, exceptional customer service is key. Prepare examples from your past experiences where you went above and beyond for clients. This will demonstrate your proactive approach and ability to handle client interactions professionally.
✨Be Organised and Detail-Oriented
Highlight your organisational skills during the interview. You might be asked about how you manage multiple tasks or prioritise workloads. Share specific strategies you use to stay organised, especially in a busy office environment.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows that you’re engaged and serious about finding the right fit for both you and the company.
