At a Glance
- Tasks: Be the friendly face for clients and manage diaries like a pro.
- Company: Join a supportive team at a leading financial services firm in Cardiff.
- Benefits: Enjoy a 4-day work week, 28 days holiday, and bonuses!
- Other info: Great opportunities for progression and fun team events await you!
- Why this job: Make a real difference in client experiences while growing your career.
- Qualifications: Experience in client-facing roles and strong organisational skills are a must.
The predicted salary is between 30000 - 40000 £ per year.
We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Key Responsibilities:
- Act as the first point of contact for all incoming enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
- Prepare and issue client documentation before and after meetings.
- Attend client meetings when required.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
- Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
- Complete checklists, scan and file documentation to the back-office system.
- Provide weekly Management Information to the Practice/Operations Manager.
- Manage Financial Planners' general queries, calls and invitations.
- Attend and record weekly team meetings and quarterly open forum meetings.
Skills & Experience:
- Previous experience in a client-facing or administrative role, ideally within an IFA admin, financial services or a professional office environment.
- Strong organisational skills with the ability to manage multiple diaries and competing priorities.
- Excellent communication skills (written, verbal and in-person).
- High attention to detail and accuracy.
- Proficient in Microsoft Office and comfortable with CRM/back-office systems.
- Professional, approachable, and discreet in handling sensitive information.
- Client-focused with a proactive, 'can-do' attitude.
- Friendly, professional and confident in dealing with clients and colleagues.
- Team player with the ability to work independently when required.
- Reliable, trustworthy and conscientious.
A fantastic benefits package including:
- 4 day working week with no reduction in your salary.
- 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
- 1 week off for Christmas, not taken from your annual leave entitlement.
- Company pension scheme (after 3 months).
- Private Medical Insurance (after 12 months).
- Summer & Christmas bonus based on company performance.
- Team away days and social events throughout the year.
- Supporting, friendly team with opportunities to progress.
Client Services Lead. Job in Cardiff LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At our Cardiff office, we pride ourselves on being an exceptional employer, offering a supportive and friendly work environment that prioritises employee well-being and professional growth. With a unique 4-day working week, generous holiday allowances, and a commitment to team bonding through social events, we ensure that our Client Services Lead can thrive both personally and professionally while delivering outstanding service to our clients.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Lead. Job in Cardiff LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Lead role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client service approach and think about how your skills align with their needs. This will help you stand out as a candidate who truly gets what they're all about.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. Focus on common questions for client-facing roles, and don’t forget to showcase your organisational skills and attention to detail – they’re key for this position!
✨Tip Number 4
Don’t just apply anywhere; apply through our website! We want to see your application directly, and it shows you’re genuinely interested in joining our team. Plus, it’s a great way to ensure your application doesn’t get lost in the shuffle.
We think you need these skills to ace Client Services Lead. Job in Cardiff LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Services Lead. Highlight your experience in client-facing roles and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your previous experiences have prepared you for it. Keep it friendly and professional, just like we are at StudySmarter.
Show Off Your Organisational Skills:Since the role involves managing diaries and multiple priorities, give us examples of how you've successfully juggled tasks in the past. We love seeing candidates who can keep things running smoothly while maintaining a high level of detail.
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. 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 United Cerebral Palsy of Georgia
✨Know the Company Inside Out
Before your interview, take some time to research the company and its values. Understand their approach to client services and how they support Financial Planners. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Showcase Your Organisational Skills
Since the role involves managing multiple diaries and competing priorities, be prepared to discuss your organisational strategies. Share specific examples from your past experiences where you successfully juggled various tasks while maintaining a high level of accuracy and attention to detail.
✨Demonstrate Your Communication Skills
As a Client Services Lead, you'll need excellent communication skills. Practice articulating your thoughts clearly and confidently. Consider preparing a few scenarios where you effectively handled client queries or resolved issues, highlighting your friendly and professional approach.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle specific client situations. Think about potential challenges you might face in this role and prepare your responses. Showing that you can maintain professionalism and discretion while being approachable will set you apart from other candidates.
