Client Service Specialist (Contract)

Mason Blake; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

An established industry player is seeking Client Service Specialists to join their retail investment arm. This role is pivotal in providing exceptional service by addressing complex client inquiries and ensuring adherence to regulatory guidelines. As part of a high-performing team, you will leverage your expertise in the Financial Services industry to guide clients effectively. The company offers an exciting opportunity to contribute to a thriving environment where your skills will be valued. If you are ready to take on a challenging role and make a significant impact, this position is perfect for you.

Qualifications

• 3+ years of experience in Client Service within Financial Services.
• Strong knowledge of SIPP or pensions is essential.

Responsibilities

• Investigate complex client inquiries and communicate solutions.
• Act as a subject matter expert and manage multiple workflows.

Skills

Client Service

Problem Solving

Communication

Research Skills

Job description

Our client is a world renowned player within the investment management sector. Due to an increase in workload, they are now looking to recruit a team of Client Service Specialists for their retail investment arm on a contract basis.

The Client Service Specialist will take responsibility for the following remit:

1. Receiving and investigating complex client inquiries, and communicates solutions
2. Acting as subject matter expert, and managing multiple workflows
3. Handling escalated issues
4. Following standardised procedures to resolve client issues
5. Conducting research to fulfill complex client requests and transactions
6. Ensuring client inquiries are resolved and communicated within defined service levels
7. Ensuring all communications are within regulatory guidelines and are accurate
8. Developing proficient knowledge of the company’s funds, products, and services as well as understanding the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients

The Client Service Specialist will meet the following criteria:

1. Minimum of 3 years related work experience in Client Service within the Financial Services industry
2. Background in case handling
3. Knowledge of SIPP or pensions
4. Experience within contact centre or relationship management

Due to the nature of this role, candidates must be immediately available to begin work. The start date is likely to be within the first two weeks of February.

This is an exciting time to join a thriving company in a high-performing team.

If you believe your background meets the criteria, please apply with your CV.