Client Services Consultant

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.

• 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)

• Call handling experience (financial services preferred but not required)
• Strong communication and interpersonal skills
• Attention to detail, analytical, and organised
• Self-motivated and proactive
• 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.