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- Tasks: Manage client onboarding and service queries using our CRM system.
- Company: Dynamic financial services company in Gatwick promoting diversity.
- Benefits: Flexible work arrangements and a supportive team environment.
- Why this job: Join us to make a difference in client experiences and grow your career.
- Qualifications: Understanding of regulatory frameworks and strong communication skills.
- Other info: We welcome applicants from all backgrounds to foster an inclusive workplace.
The predicted salary is between 30000 - 42000 £ per year.
A financial services company in Gatwick seeks a Client Service Executive to manage client onboarding and service queries. This role involves utilizing the CRM system for lead management, ensuring accurate data entry, and maintaining client communication effectively.
The ideal candidate will have an understanding of regulatory frameworks and compliance practices. The company promotes diversity and encourages applicants from all backgrounds, with options for flexible work arrangements.
Client Services Executive: Onboarding & CRM Coordinator employer: TrinityBridge
Contact Detail:
TrinityBridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive: Onboarding & CRM Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at the company you're eyeing. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Show off your CRM skills! If you've got experience with CRM systems, make sure to highlight that in conversations. We all know how crucial it is for managing client relationships, so be ready to discuss your expertise.
✨Tip Number 3
Prepare for the interview by brushing up on regulatory frameworks and compliance practices. We want to see that you understand the industry standards, so do your homework and come armed with examples.
✨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 Executive: Onboarding & CRM Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with client onboarding and CRM systems. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how your understanding of regulatory frameworks can benefit us. Keep it engaging and personal!
Showcase Your Communication Skills: Since this role involves maintaining client communication, make sure your application reflects your ability to communicate clearly and effectively. We love candidates who can convey their thoughts well in writing!
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at TrinityBridge
✨Know Your CRM Inside Out
Make sure you’re familiar with the CRM systems commonly used in the industry. Brush up on how to manage leads, input data accurately, and track client interactions. Being able to discuss your experience with CRM tools will show that you’re ready to hit the ground running.
✨Understand Regulatory Frameworks
Since this role involves compliance practices, take some time to review the relevant regulatory frameworks in financial services. Be prepared to discuss how these regulations impact client onboarding and service delivery. This knowledge will demonstrate your commitment to maintaining high standards.
✨Showcase Your Communication Skills
Effective communication is key in client services. Think of examples where you’ve successfully managed client queries or resolved issues. Practise articulating these experiences clearly, as it will highlight your ability to maintain strong client relationships.
✨Embrace Diversity and Flexibility
The company values diversity and flexible work arrangements, so be ready to discuss how your unique background or experiences can contribute to their inclusive culture. Also, think about how you can adapt to different working styles, which will show that you’re a team player.
