Job description
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.
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.
This role is advertised via Hays.