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Job Title: Client Service Specialist
Location: London
Working Pattern: 5 days in office
Your role:
Are you driven, proactive, and eager to make a difference for clients? Do you embrace challenges with a can-do mentality and aspire to contribute to a high-growth environment? Join us and help deliver outstanding solutions while building lasting client relationships.
You will:
- Serve as the primary point of contact for processing client transactions, including stock trades, foreign exchange transactions, loans, and deposits.
- Act as the direct liaison for clients’ day-to-day banking needs and administrative requests.
- Manage daily client transactions while handling inquiries, issue resolution, and troubleshooting efficiently.
- Execute account maintenance and client-related processes, including account opening and closure, suitability assessments, KYC reviews, and due diligence requirements.
- Investigate, follow up on, and resolve client inquiries and issues through effective collaboration with clients and internal stakeholders, ensuring timely and professional service.
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Your expertise:
- Experience within the financial services sector, preferably in a client-facing role or other commercially focused position.
- Ideally holds a Level 3 qualification or equivalent.
- Demonstrates exceptional attention to detail, maintaining accuracy and quality even in high-pressure situations.
- A collaborative team player who remains composed and effective when balancing competing priorities.
- Operates with the highest level of discretion, professionalism, tact, and flexibility in response to evolving business needs.
- Strong understanding of financial products and services, including deposits, banking, brokerage, custody, investment, and credit solutions.
- Excellent relationship management capabilities, with the confidence to demonstrate initiative, exercise sound judgment, and constructively challenge processes or stakeholders when appropriate.
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This role is advertised via Hays.
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