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Client Service Specialist

Job in London, Greater London, W1B, England, UK
Listing for: Hays Specialist Recruitment Limited
Contract position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Join a leading Bank as a Client Account Manager! Job Overview:
You will be part of the Wealth Management UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.

Location:

London Daily Rate:
Flexible Contract Length: 6 Months

Start Date:

ASAP

Key Responsibilities Financial services experience, ideally within a client-facing team or other relevant commercial experience within the financial services industry Ideally, you hold a level 4 qualification. Unyielding attention to detail, even when you are under pressure Team player that remains calm while managing conflicting priorities Works with absolute discretion, tactfulness and adaptability to changing demands Solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products Effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others Able to utilise tools and resources to service clients as efficiently as possible Key Requirements Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits Be the direct contact for daily banking activities and administrative work for our clients.

Manage daily client transactions and carry out enquiries and troubleshooting Perform account maintenance tasks and client-related processes, e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence Research, follow-up and resolve client enquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner. Support client advisors in delivering exceptional client service and experience Support client advisors in administrative, risk, legal and compliance related tasks and duties Join client advisors occasionally in client meetings Additional Information Interview Process: 2 Rounds

How to Apply:

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Talent Solutions is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

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