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:

1. Serve as the primary point of contact for processing client transactions, including stock trades, foreign exchange transactions, loans, and deposits.
2. Act as the direct liaison for clients’ day-to-day banking needs and administrative requests.
3. Manage daily client transactions while handling inquiries, issue resolution, and troubleshooting efficiently.
4. Execute account maintenance and client-related processes, including account opening and closure, suitability assessments, KYC reviews, and due diligence requirements.
5. Investigate, follow up on, and resolve client inquiries and issues through effective collaboration with clients and internal stakeholders, ensuring timely and professional service.

Your expertise:

1. Experience within the financial services sector, preferably in a client-facing role or other commercially focused position.
2. Ideally holds a Level 3 qualification or equivalent.
3. Demonstrates exceptional attention to detail, maintaining accuracy and quality even in high-pressure situations.
4. A collaborative team player who remains composed and effective when balancing competing priorities.
5. Operates with the highest level of discretion, professionalism, tact, and flexibility in response to evolving business needs.
6. Strong understanding of financial products and services, including deposits, banking, brokerage, custody, investment, and credit solutions.
7. Excellent relationship management capabilities, with the confidence to demonstrate initiative, exercise sound judgment, and constructively challenge processes or stakeholders when appropriate.

This role is advertised via Hays.