We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.
This is an exciting opportunity to join a dynamic team during a period of rapid growth. You’ll play a key role in shaping our client experience and have the chance to develop your career as the business evolves.
We value integrity, attention to detail, and strong relationship‑building skills. At Insignis, your ideas matter—you’ll be part of a collaborative environment where contributions are recognised and rewarded.
About the Team
The Client Services team is a collaborative group dedicated to providing outstanding service to our clients. The team consists of a Head of Client Services, Manager of Client Services Manager, a Supervisor, and a mix of Specialists, Senior Specialists, and Associates who work together to ensure client needs are met efficiently and professionally. Each member plays a vital role in delivering accurate administration and exceptional client support.
Key Responsibilities
* Manage client accounts and portfolios accurately, ensuring all records are up to date.
* Process client instructions and transactions in line with company procedures and regulatory requirements.
* Maintain case management systems with accurate and timely updates.
Client Communication
* Respond to client enquiries via phone and email promptly and professionally.
* Provide clear, accurate information and guidance to clients, ensuring a positive experience.
* Escalate complex queries or complaints to the Supervisor or Manager when necessary.
Operational Support
* Monitor and manage the team mailbox, ensuring timely responses to client queries.
* Perform checks on documentation and processes to maintain compliance and accuracy.
* Follow established procedures and contribute feedback for improvements.
Compliance & Risk Management
* Adhere to all regulatory standards, data protection policies, and internal compliance requirements.
* Identify and report any potential risks or issues promptly.
* Work closely with team members to ensure smooth workflow and service delivery.
* Share insights and suggestions to improve processes and enhance client experience.
* Participate in training sessions to maintain and develop knowledge and skills.
Qualifications and Skills
We operate in an FCA‑regulated environment and require a Specialist who demonstrates:
* Integrity and accountability in managing client interactions and portfolio administration.
* Strong organisational skills and attention to detail to ensure accuracy and compliance.
* Excellent verbal and written communication for professional client engagement.
* Ability to prioritise tasks effectively in a fast‑paced environment.
* Collaborative mindset, working as part of a team to deliver exceptional service.
* Competitive compensation
* 25 days holiday (ex. Bank holidays)
* Pension contributions
* Private medical insurance
* Employee health and wellness discounts
* Cycle to Work Scheme
* Monthly team lunches
Location: Hybrid working model, with three days per week in our Cambridge office at the St Johns Innovation Centre Milton.
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