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 28800 - 43200 € 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
- 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.
Client Communication
- 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.
Operational Support
- 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.
Compliance & Risk Management
- 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 and 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.
- 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 St Johns Innovation Centre Milton.
Client Services Specialist in Cambridge employer: Insigniscash
Insignis Cash Solutions is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for individuals looking to make a meaningful impact in the FinTech sector. With a strong emphasis on employee growth, the company offers numerous opportunities for career development, alongside attractive benefits such as private medical insurance, generous holiday allowances, and a supportive team environment. Located in the vibrant Innovation Centre in Cambridge, employees enjoy a dynamic workspace that encourages creativity and the sharing of ideas, ensuring that every team member feels valued and empowered.
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 potential improvements based on client feedback will show your proactive approach and genuine interest in the company.
✨Tip Number 4
Prepare to discuss your experience with CRM systems and any relevant tools. Even if you don't have direct experience, demonstrating your 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 🫡
Understand the Role:Before applying, make sure to thoroughly read the job description for the Client Services Specialist position. Understand the key responsibilities and qualifications required, so you can tailor your application accordingly.
Tailor Your CV:Highlight relevant experience in customer service and any skills that align with the role, such as communication and attention to detail. Use specific examples from your past roles to demonstrate how you meet the qualifications outlined in the job description.
Craft a Compelling Cover Letter:Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your values align with Insignis Cash Solutions' core values and provide examples of how you've successfully built client relationships in the past.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Services Specialist role.
How to prepare for a job interview at Insigniscash
✨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 complaints. Highlight how you prioritised client satisfaction and built positive relationships, as this is crucial for the Client Services Specialist role.
✨Be Ready to Discuss Process Improvements
Since the company is keen on improving systems and processes, think of suggestions or ideas you could bring to the table. Show that you’re proactive and willing to contribute to making the client journey more seamless.
✨Exhibit Strong Communication Skills
Practice articulating your thoughts clearly and confidently. Since the role involves managing inquiries and providing technical assistance, showcasing your verbal and written communication skills will be essential in making a good impression.
