Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients with ISA and stockbroking queries via email and phone.
- Company: Join a B Corp Certified fintech with stunning offices in the City of London.
- Benefits: Earn £16 - £20 per hour with potential for longer-term roles.
- Why this job: Be part of a dynamic team making a social impact in finance.
- Qualifications: Experience in client services within financial services is essential.
- Other info: This is a temporary role with opportunities for growth.
I am currently working with my client on a fantastic opportunity for a Client Services Executive to join a fintech, with beautiful offices near Liverpool Street, supporting the ISA and Stockbroking operations.
You will need to have experience of having worked within Client Services in financial services, including dealing with client queries over the phone and email, relating to ISAs and funds.
Initially this will be a temporary position, with the potential to then be considered for longer term roles within the company.
What you’ll do:
- Correspond with clients professionally and efficiently, via email and secure messages.
- Process queries relating to ISAs and stockbroking, adhering to internal policies and procedures.
- Maintain client database and internal systems.
- Liaise with relevant departments to escalate complex issues.
What you’ll need:
- Experience working within a Client Services Team in a financial services environment.
- Strong written communication skills and attention to detail.
- Always maintain a high standard of accuracy when handling compliance.
- Be able to work effectively within a fast-paced environment.
- Proficient with Microsoft Office and CRM systems.
- An awareness of FCA is a desirable attribute.
If you have the desired experience and skillset, please apply now!
Client Services Executive ISA & Stockbroking Admin employer: Tiger Recruitment
Contact Detail:
Tiger Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive ISA & Stockbroking Admin
✨Tip Number 1
Familiarise yourself with ISAs and stockbroking operations. Understanding the basics will help you answer client queries more effectively and demonstrate your knowledge during any interviews.
✨Tip Number 2
Brush up on your communication skills, especially over the phone and via email. Practising how to handle client queries professionally can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with others who might provide insights or referrals for the role.
✨Tip Number 4
Showcase your proficiency with Microsoft Office and CRM systems. If you have experience with specific tools, be ready to discuss how you've used them to improve client service in previous roles.
We think you need these skills to ace Client Services Executive ISA & Stockbroking Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services, particularly within financial services. Emphasise any roles where you've dealt with client queries related to ISAs and stockbroking.
Craft a Strong Cover Letter: Write a cover letter that showcases your strong written communication skills. Mention specific examples of how you've successfully handled client queries and maintained compliance in previous roles.
Highlight Relevant Skills: In your application, clearly outline your proficiency with Microsoft Office and CRM systems. If you have any knowledge of FCA regulations, be sure to mention it as this is a desirable attribute for the role.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. Attention to detail is crucial in this role, so make sure your application reflects that.
How to prepare for a job interview at Tiger Recruitment
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of ISAs and stockbroking. Understanding the key concepts and regulations will help you answer questions confidently and demonstrate your expertise in the field.
✨Showcase Your Communication Skills
Since the role involves dealing with client queries, practice articulating your thoughts clearly and professionally. Prepare examples of how you've effectively communicated with clients in previous roles to highlight your experience.
✨Demonstrate Attention to Detail
Be ready to discuss how you ensure accuracy in your work, especially when handling compliance-related tasks. You might be asked about specific instances where your attention to detail made a difference.
✨Familiarise Yourself with CRM Systems
Since proficiency with CRM systems is essential, review any relevant software you’ve used in the past. Be prepared to discuss how you’ve utilised these tools to manage client relationships and streamline processes.
