Client Services Consultant

If you're someone who enjoys variety, takes pride in delivering excellent service, and thrives in a busy, collaborative environment, this role offers a fantastic opportunity to grow your career in financial services. You'll play a key part in ensuring clients receive timely, accurate and thoughtful support across both administrative and front-line service channels. As your confidence develops, you'll also build skills in direct client interaction, helping resolve queries and contributing to a smooth end-to-end client experience. What you'll be doing: Administrative Support

• Processing client tasks from multiple channels (secure messages, email, website and post) with accuracy and within agreed timeframes
• Managing operational workflows including printing, scanning and postal processes
• Collaborating with internal teams to resolve queries and ensure instructions are completed end-to-end
• Maintaining accurate records and sharing client feedback to support improvements to digital services
• Escalating complaints in line with procedures
Front-Line Client Service
• Supporting client enquiries across telephone, live chat, email and secure messaging
• Taking ownership of client requests and coordinating with colleagues to ensure smooth resolution
• Identifying service issues and escalating where appropriate
• Contributing to service enhancements based on your day-to-day experience
Qualifications & Development: We'll support you to build strong foundations in investment administration and client service. This includes:
• Completing the CISI Introduction to Securities & Investments exam within your first year
• Developing a solid understanding of Charles Stanley's services, systems and platforms (including Order Routing, AS400, CRM, Outlook, Excel and market information tools)
  
  Strong communication skills with the ability to use clear, client-friendly language
• Attention to detail and a commitment to delivering high-quality work
• Effective prioritisation and the ability to manage multiple tasks in a fast-paced environment
• Problem-solving ability and confidence in making decisions
• Team-focused mindset with flexibility and a collaborative approach
• A good understanding of UK markets, ISAs, SIPPs, and investment administration processes (or a willingness to learn)
• Awareness of FCA rules and investment products (training provided)