Client Services Consultant

Do you have strong customer service and call handling experience? Our client, an investment platform, is looking for a Client Services Consultant to play a key role in delivering exceptional service to advisers and clients. You'll handle day-to-day operational tasks, including onboarding, ISA/GIA transfers, withdrawals, client updates, platform set-ups, and general enquiries, ensuring high-quality, compliant outcomes.

What You'll Do:

• Act as first point of contact for advisers, clients, and third parties
• Process operational tasks efficiently while maintaining high standards
• Identify improvements to enhance client experience and efficiency
• Adhere to KPIs, SLAs, and regulatory requirements (Consumer Duty, GDPR, CASS)

Skills & Experience:

• Strong communication and interpersonal skills
• Attention to detail, analytical, and organised
• Self-motivated and proactive
• Experience with financial platforms, ISAs/SIPPs, or phone-based enquiries is a plus
• Financial Services qualifications and interest in investments beneficial

If you're driven, detail-oriented, and passionate about client service in financial services, this is the role for you.