Client Services Consultant
other jobs Flair for Recruitment
Added before 3 Days
- England,South West,Bristol
- Full Time, Permanent
- £27,000 per annum
Job Description:
Are you passionate about delivering exceptional customer service and building trusted relationships in the financial services industry?
Join a leading financial services organisation as a Client Services Consultant, where you’ll play a key role in supporting financial advisers, paraplanners, and clients by providing expert assistance across our award-winning investment solutions platform.
About the Role
As a Client Services Consultant, you’ll be one of the primary points of contact for our customers — including financial advisers, support staff, and end clients. You’ll handle a broad range of queries relating to our investment and technology propositions, ensuring every interaction delivers an outstanding client experience.
Key Responsibilities
*Provide first-class customer service in both B2B and B2C environments.
*Respond to inbound calls, emails, and live chats from advisers, paraplanners, clients, and third-party providers.
*Make proactive outbound calls to provide updates or clarify processes.
*Resolve adviser and client queries efficiently, collaborating with internal teams where needed.
*Handle and resolve client concerns or dissatisfactions with professionalism and empathy.
*Complete a range of administrative tasks, such as updating client details and account changes.
*Create and update knowledge articles to improve service quality and consistency.
*Ensure all interactions comply with regulatory standards and conduct rules.
What You’ll Bring
*Previous experience in financial services or a customer service role in a related sector.
*Excellent verbal and written communication skills.
*Strong relationship management and stakeholder engagement abilities.
*Exceptional organisational and multitasking skills.
*A proactive, adaptable, and collaborative approach.
*Working towards or holding an IOC qualification (or equivalent) is advantageous
If you’re a motivated, customer-focused professional looking to build and develop your career within financial services, apply today to be considered for this exciting opportunity.
Join a leading financial services organisation as a Client Services Consultant, where you’ll play a key role in supporting financial advisers, paraplanners, and clients by providing expert assistance across our award-winning investment solutions platform.
About the Role
As a Client Services Consultant, you’ll be one of the primary points of contact for our customers — including financial advisers, support staff, and end clients. You’ll handle a broad range of queries relating to our investment and technology propositions, ensuring every interaction delivers an outstanding client experience.
Key Responsibilities
*Provide first-class customer service in both B2B and B2C environments.
*Respond to inbound calls, emails, and live chats from advisers, paraplanners, clients, and third-party providers.
*Make proactive outbound calls to provide updates or clarify processes.
*Resolve adviser and client queries efficiently, collaborating with internal teams where needed.
*Handle and resolve client concerns or dissatisfactions with professionalism and empathy.
*Complete a range of administrative tasks, such as updating client details and account changes.
*Create and update knowledge articles to improve service quality and consistency.
*Ensure all interactions comply with regulatory standards and conduct rules.
What You’ll Bring
*Previous experience in financial services or a customer service role in a related sector.
*Excellent verbal and written communication skills.
*Strong relationship management and stakeholder engagement abilities.
*Exceptional organisational and multitasking skills.
*A proactive, adaptable, and collaborative approach.
*Working towards or holding an IOC qualification (or equivalent) is advantageous
If you’re a motivated, customer-focused professional looking to build and develop your career within financial services, apply today to be considered for this exciting opportunity.
Job number 3102575
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metapel
Company Details:
Flair for Recruitment
Company size: 10–19 employees
Industry: Recruitment Consultancy
We are the home of great talent for legal and financial services. Experts in operational support roles including Marketing, HR, Finance, Compliance an...