Do you have strong customer service and call handling experience?
Our client, a global investment platform, is looking for a Client Services Consultant to play a key role in delivering exceptional service to advisers and clients.
You’ll be supporting DFMs, Financial Advisers and clients across onboarding, compliance and operational service delivery - taking on average 15-20 calls per day (GIA, ISA, SIPP, dealing, login troubleshooting, transfer updates). You would also be able to get involved with important projects as well as BAU - with progression opportunities into a Senior Operations Executive position.
What You’ll Do:
* Act as first point of contact for advisers, clients, and third parties
* Process operational tasks efficiently while maintaining high standards
* Identify improvements to enhance client experience and efficiency
* Adhere to KPIs, SLAs, and regulatory requirements (Consumer Duty, GDPR, CASS)
Skills & Experience:
* Call handling experience (financial services preferred but not required)
* Strong communication and interpersonal skills
* Attention to detail, analytical, and organised
* Self-motivated and proactive
Benefits
* Discretionary Bonus Scheme
* A contribution of 9% of your gross salary into your pension each month
* 33 days annual leave that includes English statutory bank and public holidays (prorated for part time employees)
* Opportunity to buy or sell an additional 5 days annual leave (prorated for part time employees)
* Private Healthcare Programme (Including Dental Benefits)
* Employee Assistance Program (EAP)
* Enhanced Parental Leave
* Enhanced Sick Pay
* Support with Professional Development
* Life Assurance
* Income Protection
If you’re driven, detail-oriented, and passionate about customer services, this is the role for you.