At a Glance
- Tasks: Provide admin support to Investment Directors and Managers while learning the ropes.
- Company: Join a dynamic financial services firm focused on client satisfaction.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Flexible hours and opportunities for growth in a collaborative team.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: A levels or equivalent, strong communication skills, and computer literacy required.
The predicted salary is between 31500 - 38500 £ per year.
Aim and Purpose of the role: To provide administrative support for all Investment Directors and Investment Managers. Specific Duties:
Duties could include, but are not limited to the following: Learn how to process new business/accounts and maintain accurate and up to date information;
- Work closely with various administration support departments to ensure accurate and timely records are kept up to date for all clients.
- Learn how to liaise with clients, providers, other third parties and other departments as required;
- Ensure client fees are settled in a timely manner and monitoring debtors list;
- Any other administrative tasks within the department as and when required;
- Learn how to file work on the CRM database; Undertake any additional duties as and when requested by the Line Manager/Director.
- Other
Requirements: Articulate with good communication skills;
- Works well on own initiative;
- Ability to manage own, sometimes demanding, workload and excellent time management skills;
- Ability to remain calm and tactful when under pressure;
- High level of care and attention to detail even when working under pressure;
- Ability to work within a team;
- Flexible;
- Organized and passionate about providing quality support;
- Positive outlook & personality and the ability to get on well with other people.
- A level (or equivalent) standard with GCSE pass in English & Maths;
- Computer literacy is essential.
Proficient in Google Mail/Drive/Sheets/Word.
- Experience of Document Management System and document scanning an advantage;
- Financial Services administration background is advantageous but not essential.
Investments; desirable.
Client Services Administrator in York employer: Walker Crips
At Walker Crips, we pride ourselves on fostering a collaborative and inclusive work environment where compliance professionals can thrive. Our commitment to employee development is evident through tailored training programmes and opportunities for career progression within the financial services sector. Located in a vibrant area, we offer a dynamic workplace culture that values integrity and innovation, making us an excellent employer for those seeking meaningful and rewarding careers in compliance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in York
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Walker Crips. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Administrator in York
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Walker Crips.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Walker Crips's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Walker Crips
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Walker Crips.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Walker Crips will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Walker Crips employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
