At a Glance
- Tasks: Support clients, manage inquiries, and build strong relationships.
- Company: Join Insignis Cash Solutions, a dynamic FinTech company in Cambridge and London.
- Benefits: Enjoy remote work, 25 days holiday, private medical insurance, and team socials.
- Other info: Open to all experience levels; great opportunity for growth in a supportive team.
- Why this job: Make a real impact on client satisfaction and company growth while developing your career.
- Qualifications: Bring integrity, communication skills, and a customer-focused mindset; experience is a plus.
The predicted salary is between 36000 - 60000 € per year.
We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.
This is an exciting opportunity to join a dynamic team during a period of rapid growth. You’ll play a key role in shaping our client experience and have the chance to develop your career as the business evolves.
We value integrity, attention to detail, and strong relationship-building skills. At Insignis, your ideas matter—you’ll be part of a collaborative environment where contributions are recognised and rewarded.
About the Team
The Client Services team is a collaborative group dedicated to providing outstanding service to our clients. The team consists of a Head of Client Services, Manager of Client Services Manager, a Supervisor, and a mix of Specialists, Senior Specialists, and Associates who work together to ensure client needs are met efficiently and professionally. Each member plays a vital role in delivering accurate administration and exceptional client support.
Key Responsibilities
Client Portfolio Administration- Manage client accounts and portfolios accurately, ensuring all records are up to date.
- Process client instructions and transactions in line with company procedures and regulatory requirements.
- Maintain case management systems with accurate and timely updates.
- Respond to client enquiries via phone and email promptly and professionally.
- Provide clear, accurate information and guidance to clients, ensuring a positive experience.
- Escalate complex queries or complaints to the Supervisor or Manager when necessary.
- Monitor and manage the team mailbox, ensuring timely responses to client queries.
- Perform checks on documentation and processes to maintain compliance and accuracy.
- Follow established procedures and contribute feedback for improvements.
- Adhere to all regulatory standards, data protection policies, and internal compliance requirements.
- Identify and report any potential risks or issues promptly.
- Work closely with team members to ensure smooth workflow and service delivery.
- Share insights and suggestions to improve processes and enhance client experience.
- Participate in training sessions to maintain and develop knowledge and skills.
Qualifications & Skills
We operate in an FCA-regulated environment and require a Specialist who demonstrates:
- Integrity and accountability in managing client interactions and portfolio administration.
- Strong organisational skills and attention to detail to ensure accuracy and compliance.
- Excellent verbal and written communication for professional client engagement.
- Ability to prioritise tasks effectively in a fast-paced environment.
- Collaborative mindset, working as part of a team to deliver exceptional service.
Benefits
- Competitive compensation
- 25 days holiday (ex. Bank holidays)
- Pension contributions
- Private medical insurance
- Employee health and wellness discounts
- Cycle to Work Scheme
- Monthly team lunches
Location: Hybrid working model, with three days per week in our Cambridge office at the at St Johns Innovation Centre Milton.
Client Services Specialist in Cambridge employer: Insignis
Insignis Cash Solutions is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions are valued and can significantly impact the company's growth. With a strong focus on employee development, you will have ample opportunities to grow your career in the dynamic FinTech sector while enjoying benefits such as private medical insurance, generous holiday allowances, and a supportive team environment in our vibrant Cambridge office. Join us to be part of a forward-thinking company that prioritises integrity and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Specialist in Cambridge
✨Tip Number 1
Familiarise yourself with the FinTech industry, especially focusing on client services. Understanding the specific challenges and trends in this sector will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Showcase your interpersonal skills by preparing examples of how you've successfully built relationships with clients in previous roles. This will demonstrate your ability to foster positive client relations, which is crucial for this position.
✨Tip Number 3
Research Insignis Cash Solutions and their products thoroughly. Being able to discuss their offerings and suggest improvements based on client feedback will show your genuine interest in the company and its growth.
✨Tip Number 4
Prepare to discuss your experience with CRM systems and any relevant tools. Even if you don't have direct experience, showing a willingness to learn and adapt to new technologies can set you apart from other candidates.
We think you need these skills to ace Client Services Specialist in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in client services. Emphasise your communication skills, attention to detail, and any previous roles where you built strong client relationships.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Insignis Cash Solutions that resonate with you, and explain how your skills align with their needs.
Showcase Your Client-Focused Approach:Provide examples in your application that demonstrate your client-oriented mindset. Discuss situations where you've successfully managed client inquiries or resolved complaints, highlighting your problem-solving abilities.
Highlight Your Teamwork Skills:Since the role involves collaboration with various teams, mention any experiences where you've worked effectively in a team setting. This could include projects or initiatives where you contributed to achieving common goals.
How to prepare for a job interview at Insignis
✨Show Your Enthusiasm
Make sure to express your excitement about the role and the company. Insignis Cash Solutions values individuals who are eager to contribute to their growth, so let your passion for client services shine through during the interview.
✨Demonstrate Your Client-Focused Approach
Prepare examples from your past experiences where you successfully managed client relationships or resolved issues. Highlight how you prioritised client satisfaction and built rapport, as this is crucial for a Client Services Specialist.
✨Be Ready to Discuss Process Improvements
Since the role involves suggesting improvements to client services, think of specific instances where you identified inefficiencies and proposed solutions. This will show that you can contribute to making processes more efficient and user-friendly.
✨Exhibit Strong Communication Skills
Practice articulating your thoughts clearly and concisely. Given the importance of communication in this role, be prepared to demonstrate your verbal and written skills, perhaps by discussing how you would handle a complex client query.
