At a Glance
- Tasks: Be the go-to person for client transactions and banking needs.
- Company: Join a leading independent financial services provider in London.
- Benefits: Competitive daily rate and a dynamic work environment.
- Other info: On-site role with opportunities for professional growth until April 2027.
- Why this job: Make a real difference by delivering exceptional service to clients.
- Qualifications: Experience in banking and a passion for client service.
The predicted salary is between 40000 - 50000 £ per year.
Join a leading Banking Client as a Client Service Specialist!
An exciting opportunity has arisen for an experienced Client Service Specialist to join a leading independent financial services provider in London. This role is ideal for a proactive and client-focused professional with a strong understanding of banking and investment products, who thrives in a fast-paced, client-facing environment and is committed to delivering exceptional service.
Location: London (On-site - 5 days per week)
Daily Rate: Competitive
Contract Length: April 2027
Start Date: ASAP
Key Responsibilities:
- Serve as the primary point of contact for processing client transactions, including stock trades, foreign exchange transactions, loans, and deposits.
- Act as the direct liaison for clients' day-to-day banking needs and administrative requests.
- Manage daily client transactions, handling inquiries, issue resolution, and troubleshooting in a timely and professional manner.
- Execute account maintenance activities, including account opening and closure processes, suitability assessments, KYC reviews, and due diligence requirements.
- Investigate and resolve client queries through effective collaboration with clients and internal stakeholders.
- Ensure a high standard of service delivery and compliance with regulatory requirements.
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
We think you need these skills to ace Client Service Specialist
Client Relationship Management
Banking Knowledge
Investment Products Understanding
Transaction Processing
Issue Resolution
KYC (Know Your Customer) Reviews
Due Diligence
