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For Companies At a Glance
- Tasks: Deliver exceptional customer service and support financial advisers and clients.
- Company: Join a leading financial services organisation with a focus on client relationships.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Why this job: Make a real impact by helping clients navigate investment solutions.
- Qualifications: Experience in customer service or financial services is a plus.
- Other info: Dynamic role with opportunities for growth in the financial sector.
The predicted salary is between 36000 - 60000 £ per year.
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.
Locations
Client Services Consultant in Newport, Wales employer: Flair for Recruitment
Contact Detail:
Flair for Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Consultant in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Services Consultant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to customer service and financial services. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your passion for exceptional customer service during interviews. Share specific examples of how you've gone above and beyond for clients in the past. This will help you stand out as a candidate who truly cares about delivering an outstanding client experience.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Client Services Consultant in Newport, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Services Consultant. Highlight your experience in customer service and any relevant financial services background. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about delivering exceptional customer service and how your previous experiences have prepared you for this role. Keep it engaging and personal!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Use clear, concise language and check for any typos or grammatical errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Stuff
Make sure you brush up on the company's investment solutions and technology propositions. Familiarise yourself with their services and any recent news or updates in the financial services industry. This will help you answer questions confidently and show your genuine interest.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've delivered exceptional customer service. Think about specific situations where you resolved issues or built strong relationships. This will demonstrate your ability to handle queries effectively, which is crucial for a Client Services Consultant.
✨Practice Active Listening
During the interview, make sure to listen carefully to the questions being asked. This not only shows respect but also allows you to respond more accurately. You can even paraphrase the question back to the interviewer to confirm your understanding before answering.
✨Be Ready for Scenario Questions
Expect to be asked how you would handle certain client scenarios or challenges. Prepare for these by thinking through potential situations you might face in the role and how you would approach them. This will highlight your problem-solving skills and your ability to empathise with clients.
