Investec
Client Services Specialist | Investec Save
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Client Operations Specialist
We are looking for a Client Operations Specialist to join the Investec Save team and help deliver a responsive, fair and reliable service to our savings clients. Working within Banking Operations, you will support clients across a broad range of account, payment and onboarding queries while helping to protect them through effective controls, regulatory awareness and careful attention to detail.
This is a varied role for a natural problem-solver who enjoys taking ownership, working collaboratively and making a positive difference to the client experience. Alongside day-to-day client servicing, you will have the opportunity to identify trends and contribute to improvements across our processes, tools and products.
What will I be doing?
- Provide first-line email support to clients and prospective clients, resolving a wide range of application, account and service queries.
- Recognise when clients may be in vulnerable circumstances, establish the support they need and provide first-line telephone assistance where appropriate.
- Investigate payment queries by working with clients and other banks to reach an effective resolution.
- Identify, record and investigate complaints, ensuring they are managed efficiently and in line with regulatory requirements.
- Maintain accurate client accounts and records, including changes relating to name updates and deceased estates.
- Complete client, account and nostro reconciliations, including supporting the creation of a single client view for FSCS reporting.
- Review applications that have not passed automated onboarding checks, including AML, KYC, sanctions, fraud, Onfido and linked-account checks.
- Identify recurring client needs or areas of frustration and help improve processes, tools and products, while supporting wider Banking Operations activities when required.
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What are we looking for?
What's essential
- Experience working directly with clients and maintaining relationships in a service or sales environment.
- Strong investigative and problem-solving skills, with the ability to take ownership of issues through to resolution.
- Clear written and verbal communication, strong listening skills and the ability to build effective working relationships.
- Excellent organisation and time management, with the ability to prioritise competing demands in a busy environment.
- The ability to work accurately under pressure and within tight timeframes.
- High standards of literacy and close attention to detail.
- A self-motivated, accountable and energetic approach, with the ability to work independently and collaboratively.
- A commitment to integrity, treating customers fairly, following relevant compliance requirements and identifying and escalating business risks.
What's desirable
- Some experience within a retail banking environment.
- Experience handling client complaints.
- Experience working with Faster Payments and CHAPS.
- Experience of ISA products, particularly ISA transfers.
- Knowledge of client onboarding risks and relevant requirements relating to AML, sanctions and fraud.
At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.
As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.
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Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here.
Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.
We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.
If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!
At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.
Be part of something Out of the Ordinary.
Recite Me
We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.
The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.
If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at CareersUK@investec.co.uk who will be happy to assist.
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