Client Services Executive - ISA & Stockbroking Admin

TIGER RECRUITMENT; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

An innovative fintech company is seeking a Client Services Executive to support ISA and Stockbroking operations. This role involves managing client queries professionally while maintaining high standards of accuracy and compliance. The ideal candidate will thrive in a fast-paced environment and possess strong communication skills. With beautiful offices near Liverpool Street, this temporary position offers the potential for longer-term opportunities within a B Corp Certified organization committed to social and environmental improvement.

Qualifications

• Experience in a Client Services Team within a financial services environment.
• Strong written communication skills and attention to detail.

Responsibilities

• Correspond with clients via email and secure messages.
• Process queries related to ISAs and stockbroking.

Skills

Client Services Experience

Written Communication Skills

Attention to Detail

Compliance Knowledge

Microsoft Office Proficiency

CRM Systems Proficiency

Knowledge of FCA Regulations

Tools

Microsoft Office

CRM Systems

Job description

Job Description

Client Services Executive – ISA & Stockbroking Admin
£16 - £20 per hour
Location: Liverpool Street, City of London
Work Schedule: 5 days in office, 9:00am – 5:30pm

I am currently working with my client on a fantastic opportunity for a Client Services Executive to join a fintech company, with beautiful offices near Liverpool Street, supporting ISA and Stockbroking operations. The ideal candidate will have experience working within Client Services in financial services, including dealing with client queries over the phone and email related to ISAs and funds.

This position is initially temporary, with the potential for longer-term roles within the company.

What you’ll do:

1. Correspond professionally and efficiently with clients via email and secure messages.
2. Process queries related to ISAs and stockbroking, following internal policies and procedures.
3. Maintain client database and internal systems accurately.
4. Liaise with relevant departments to escalate complex issues.

What you’ll need:

1. Experience in a Client Services Team within a financial services environment.
2. Strong written communication skills and attention to detail.
3. High standards of accuracy, especially regarding compliance.
4. Ability to work effectively in a fast-paced environment.
5. Proficiency with Microsoft Office and CRM systems.
6. Knowledge of FCA regulations is a desirable attribute.

If you possess the required experience and skills, please apply now!
REF: CLS91528

Tiger is B Corp Certified. We are part of a global movement committed to improving social and environmental conditions worldwide.