Apprentice Financial Client Services Executive

  • Apprenticeship Reference: 1312353819-2
  • Date Posted: 3 May 2024
  • Apprentice Employer: Winner Recruitment
  • Location: City, Birmingham
  • Apprentice Pay: On Application
  • Apprenticeship Sector: Accounting, Accountancy
  • Apprenticeship Type: Permanent

About this Apprenticeship

Exciting Apprenticeship Opportunity: Trainee Client Service Apprentice

I'm thrilled to present an exceptional apprenticeship opportunity on behalf of our esteemed client in the financial services sector. 7

Our client, a dynamic firm dedicated to delivering top-notch client service, is eagerly seeking a motivated individual to join their team as a Trainee Client Service Apprentice.

Position: Trainee Client Service Apprentice
Location: Birmingham
Working Hours: Monday - Friday, 9:00 AM - 5:00 PM
Salary: £7.50 per hour

About Our Client:
We are delighted to represent our esteemed client, a prominent player in the financial services sector. Renowned for their commitment to excellence in client service,

our client is currently seeking a driven individual to join their team as a Trainee Client Service Apprentice.

Key Requirements:
Our client is searching for candidates who embody the following essential qualities:

  • Quick Learner: Ability to rapidly absorb and apply new information.
  • Service Excellence: A positive and customer-centric attitude.
  • Communication Skills: Strong verbal and written communication abilities.
  • IT Proficiency: Competency in Microsoft Excel & Microsoft Word.
  • Team Player: Collaborative spirit with the ability to work effectively within a team.
  • Telephone Etiquette: Professional and clear communication skills.
  • Attention to Detail: Meticulous approach to tasks to ensure accuracy.
  • Educational Standards: Minimum pass grade of 4 in Mathematics and English.

Responsibilities:
As a Trainee Client Service Apprentice, you will be entrusted with the following responsibilities:

  • Handling general enquiries and correspondence with finesse.
  • Engaging clients, solicitors, and providers via various communication channels.
  • Managing incoming post and maintaining accurate records.
  • Organizing and updating policy records efficiently.
  • Generating both standard and tailored responses to queries.
  • Assisting in the preparation of client reports and reviews.
  • Obtaining and presenting quotations for financial products.
  • Learning the intricacies of platform operations and new business processing.
  • Ensuring adherence to compliance regulations and procedures.
  • Providing valuable support to advisers and managers as required.

Qualifications and Knowledge:
While prior experience is not mandatory, candidates should be actively pursuing or obtaining basic administration and technical qualifications relevant to the role.

They will also gain a comprehensive understanding of our client's administration and client service standards.

How to Apply:
If you are ready to embark on an exciting career journey and meet the criteria outlined above, we encourage you to apply Now!