Client Services Administrator Skills you Need for your CV and Career in Financial Services

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Client Services Administrator Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Client Services Administrator role. We ranked the top skills based on the percentage of Client Services Administrator job descriptions they appeared on. For example, 50% of Client Services Administrator job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
50%
financial planning
36%
compliance
29%
client services
29%
administrative support
29%
independent financial advice
15%
back office
15%
investment
15%
finance administration
8%
finance
8%
investment administration
8%
suitability
8%
investments
8%
wealth management
8%
management
8%
management information
8%
client
8%
numeracy
8%
professional development
8%
time management
8%
written communication
8%
annual reviews
8%
renewals
8%
io
8%
money laundering
8%
telephone manner
8%
management system
8%
new clients
8%
administration
8%
trusts
8%
switches
8%
administrative
8%
coordinating meetings
8%
paraplanning
8%
pensions
8%
ifa
8%
mortgage servicing
8%
accuracy
8%
attention to detail
8%
excellent communication skills
8%
finance administrator
8%
financial calculations
8%
financial forecasting
8%
highly organised
8%
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While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


Do you want
more job interviews?

Improve your CV's success rate by using these Client Services Administrator skills and keywords or scan your CV to get a personalised score.