Client Services Advisor - Financial Services

Opus People Solutions Ltd; Greater London; On-site; GBP 25,000 - 32,000; Full time

Job summary

Opus People Solutions Ltd. is seeking a Client Services Executive to join the Marketing team and deliver an exceptional client experience from first contact. You’ll be the initial point of contact, understanding client circumstances and connecting them with the right adviser or service.

This role focuses on building trust and ensuring a seamless journey, not on selling. You will work with Marketing, Advisers and Operations to continually improve client engagement.

Qualifications

• Experience in client services or wealth management.
• Excellent listening and communication skills.
• High attention to detail and strong organisational abilities.

Responsibilities

• Manage new client enquiries from initial contact through to adviser allocation.
• Speak with prospective clients to understand their needs and what they are looking for.
• Provide a warm, professional and knowledgeable first point of contact.
• Ensure clients are matched with the most appropriate adviser or service.
• Maintain accurate client information and records within the CRM.
• Monitor the client journey and follow up where required to ensure a smooth experience.
• Capture feedback and client insight to help improve the overall customer journey.
• Work closely with Advisers, Marketing and Operations teams.
• Identify opportunities to improve processes and the way clients experience the business.
• Support the development of client communication and engagement journeys.

Skills

Client Services

Client Support

Wealth Management

Financial Planning

IFA

Job description

We’re looking for a Client Services Executive to join our Marketing team and play an important role in creating an exceptional experience for new clients.

You’ll be one of the first people a prospective client speaks with, taking the time to understand their circumstances, why they have made contact, what they are looking for and how they found the business. You’ll then ensure they are connected with the most appropriate adviser or service.

This is not a sales role. It’s a client-focused position centred around building trust, understanding people and making sure every new client receives a professional and seamless experience from their very first interaction.

The Role

• Manage new client enquiries from initial contact through to adviser allocation.
• Speak with prospective clients to understand their needs and what they are looking for.
• Provide a warm, professional and knowledgeable first point of contact.
• Ensure clients are matched with the most appropriate adviser or service.
• Maintain accurate client information and records within the CRM.
• Monitor the client journey and follow up where required to ensure a smooth experience.
• Capture feedback and client insight to help improve the overall customer journey.
• Work closely with Advisers, Marketing and Operations teams.
• Identify opportunities to improve processes and the way clients experience the business.
• Support the development of client communication and engagement journeys.

About You

This role would suit someone from a Client Services, Client Support, Wealth Management, Financial Planning or IFA background who genuinely enjoys working with clients.

You’ll be someone who:

• Takes real pride in delivering an excellent client experience.
• Is confident and personable when speaking with clients.
• Is a great listener and naturally curious about people's needs.
• Has strong attention to detail and excellent organisational skills.
• Can build rapport quickly and communicate professionally.
• Takes ownership and follows things through.
• Enjoys improving processes and finding better ways of doing things.
• Is interested in developing a longer-term career within Marketing and Client Experience.

If you’re currently working in an IFA or wealth management environment in a client support or client services capacity, this could be a great opportunity to use your existing experience while moving into a broader Marketing and Client Experience role.