Client Service Specialist

Join a leading Banking Client as a Client Service Specialist!

Job Overview:

An exciting opportunity has arisen for an experienced Client Service Specialist to join a leading independent financial services provider in London. This role is ideal for a proactive and client-focused professional with a strong understanding of banking and investment products, who thrives in a fast-paced, client-facing environment and is committed to delivering exceptional service.

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• Location: London (On-site - 5 days per week)
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• Daily Rate: Competitive
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• Contract Length: April 2027
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• Start Date: ASAP
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Key Responsibilities:

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• Serve as the primary point of contact for processing client transactions, including stock trades, foreign exchange transactions, loans, and deposits.
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• Act as the direct liaison for clients' day-to-day banking needs and administrative requests.
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• Manage daily client transactions, handling inquiries, issue resolution, and troubleshooting in a timely and professional manner.
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• Execute account maintenance activities, including account opening and closure processes, suitability assessments, KYC reviews, and due diligence requirements.
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• Investigate and resolve client queries through effective collaboration with clients and internal stakeholders.
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• Ensure a high standard of service delivery while maintaining accuracy and attention to detail.
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• Build and maintain strong client relationships, contributing to a positive client experience.
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Key Requirements:

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• Previous experience within financial services, preferably in a client-facing or commercially focused role.
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• Ideally holds a Level 3 qualification or equivalent.
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• Strong understanding of financial products and services, including banking, brokerage, custody, investment, deposits, and credit solutions.
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• Exceptional attention to detail with the ability to work accurately under pressure.
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• Excellent relationship management and communication skills.
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• Collaborative team player with strong judgment, initiative, professionalism, and discretion.
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Additional Information:

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• Interview Process: 2 Stages
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How to Apply:

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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