Raymond James UK
Client Services Consultant
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Client Services Consultant
Business & Client Services Coordinator
About the Role
If you’re someone who enjoys variety, takes pride in delivering excellent service, and thrives in a busy, collaborative financial services environment, this role offers a fantastic opportunity to grow your career in investment administration and client support.
You’ll play a key part in ensuring clients receive timely, accurate, and thoughtful support across administrative and front-line service channels. As your confidence develops, you’ll also build skills in direct client interaction, helping resolve queries and contributing to a seamless end-to-end client experience.
Key Responsibilities
Administrative Support
- Process client tasks from multiple channels (secure messages, email, website, and post) with accuracy and compliance to agreed timeframes
- Manage operational workflows, including printing, scanning, and postal processes
- Collaborate with internal teams to resolve queries and ensure seamless task completion
- Maintain accurate records and share client feedback to support digital services improvements
- Escalate complaints in line with set procedures
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Front-Line Client Service
- Support client enquiries via telephone, live chat, email, and secure messaging
- Take ownership of client requests and coordinate with colleagues for efficient resolution
- Identify service issues and escalate where necessary
- Contribute to service enhancements based on day-to-day experience
Qualifications & Training
We’ll support you in building strong foundations in investment administration and client service, including:
- Completing the CISI Introduction to Securities & Investments exam within your first year
- Developing a solid understanding of Charles Stanley’s services, systems, and platforms, including:
- Order Routing
- AS400
- CRM
- Outlook, Excel
- Market information tools
Requirements & Skills
You’ll bring:
- Strong communication skills, using clear, client-friendly language
- Attention to detail and a commitment to high-quality work
- Ability to effectively prioritise and manage multiple tasks in a fast-paced environment
- Problem-solving ability and confidence in making judicious decisions
- A team-focused mindset with flexibility and collaboration
- A good understanding of:
- UK markets (or willingness to learn)
- ISAs, SIPPs, and investment administration processes
- Awareness of FCA rules and investment products (training provided)
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Why This Role Matters
You’ll be part of a team that plays a critical role in shaping the client experience. Your work will:
- Support clients through direct interactions and efficient service
- Strengthen long-term financial service relationships
- Contribute to continuous service improvements
About Raymond James
Raymond James is an equal opportunities employer. We treat all applicants equally and are committed to:
- Diversity and inclusion
- Bringing the best-calibre talent regardless of age, gender, ethnicity, sexual orientation, disability, or beliefs
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