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.
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
If you’re driven, detail-oriented, and passionate about customer services, this is the role for you.