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- Tasks: Build strong client relationships and manage post-transactional queries.
- Company: Investec is a unique Specialist Bank focused on exceptional client service.
- Benefits: Enjoy a 4-day office week, remote work, wellbeing perks, and a supportive culture.
- Why this job: Join a collaborative team that values creativity and personal growth while making a real impact.
- Qualifications: Strong problem-solving skills, attention to detail, and proficiency in Microsoft Office are essential.
- Other info: We encourage diverse applicants and provide assistive technology for accessibility.
The predicted salary is between 28800 - 43200 £ per year.
Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.
As part of Treasury & Trading Operations, the Client Service team is dedicated to delivering an exceptional level of service. Acting as the main point of contact for all post-transactional matters and client enquiries, the team ensures a seamless and professional experience for every client.
Key Responsibilities- In Client Relationship Management, you'll be instrumental in building and maintaining strong client relationships—our key differentiator in the market. You'll guide clients through system demonstrations to help them self-serve via our online platform and collaborate closely with Front Office desks and other support teams to ensure a high standard of service.
- You'll also work with the Settlements Team to resolve payment issues and queries efficiently.
- Within Process and Operational Management, you'll keep internal systems up to date and ensure leadership has access to accurate reports and management information. You'll support governance reporting, take minutes in team meetings when needed, manage client audit report requests, and liaise with clients on issues such as missing funds or unsigned confirmations.
- In Business Support, you'll handle incoming calls and emails, respond quickly to client requests, and proactively deliver a high-quality service experience. Your ability to solve problems and remain responsive will be key to maintaining client satisfaction.
- For Risk and Compliance, you'll be expected to act with integrity, in line with our Treating Customers Fairly (TCF) philosophy and Code of Business Ethics. You'll maintain a strong awareness of operational risk, meet reporting requirements, and apply a meticulous attention to detail to ensure a flawless client experience.
- Strong troubleshooting and problem-solving skills
- Ability to remain calm under pressure and manage complex queries
- Proficiency in Microsoft Word, Excel, PowerPoint, Teams, and Outlook
- Strong analytical skills with high attention to detail and accuracy
- Quick to learn new concepts and product knowledge
- Collaborative team player with excellent communication skills
- Risk-aware with the ability to assess and mitigate issues
- Embraces change and continuous improvement
- Self-starter with initiative and enthusiasm
- Acts with integrity and supports the TCF philosophy
- While not essential, it would be beneficial if you can communicate clearly, have a good understanding of regulatory environments, and bring confidence and a proactive mindset.
- A willingness to challenge constructively, think creatively, and show empathy and curiosity in client interactions is highly valued.
- Being driven, motivated, and able to multitask with strong attention to detail will also help you thrive in this role.
As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.
Here is a selection of what we offer:- Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance
- Non-contributory Pension & Discretionary Bonus
- Life Assurance, Critical Illness & Income Protection
- Season Ticket Loan & Electric Vehicle Scheme
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the 'Accessibility Options' link at the top of the page. The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.
If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at CareersUK@investec.co.uk who will be happy to assist.
Client Services Representative employer: Investec India
Contact Detail:
Investec India Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Representative
✨Tip Number 1
Familiarise yourself with Investec's culture and values. They emphasise an entrepreneurial spirit and collaboration, so be prepared to demonstrate how you embody these traits in your interactions during the interview process.
✨Tip Number 2
Brush up on your problem-solving skills. As a Client Services Representative, you'll need to handle complex queries and maintain client satisfaction, so think of examples from your past experiences where you've successfully resolved issues.
✨Tip Number 3
Showcase your communication skills. Since you'll be the main point of contact for clients, practice articulating your thoughts clearly and concisely. Consider role-playing scenarios where you might need to explain processes or resolve client concerns.
✨Tip Number 4
Research the regulatory environment relevant to the banking sector. Having a good understanding of compliance and risk management will not only help you in the role but also impress your interviewers with your proactive approach to learning.
We think you need these skills to ace Client Services Representative
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and skills required for the Client Services Representative position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your problem-solving skills and client relationship management experience make you a great fit for Investec.
Highlight Relevant Skills: In your CV, emphasise your strong analytical skills, attention to detail, and proficiency in Microsoft Office tools. Provide concrete examples of how you've successfully managed complex queries or improved client satisfaction in previous roles.
Show Your Personality: Investec values an entrepreneurial spirit and a collaborative mindset. Use your application to convey your personality and how you embrace change and continuous improvement. This will help you stand out as a candidate who fits their culture.
How to prepare for a job interview at Investec India
✨Showcase Your Problem-Solving Skills
As a Client Services Representative, you'll need strong troubleshooting abilities. Prepare examples of past experiences where you successfully resolved client issues or complex queries, demonstrating your analytical skills and calmness under pressure.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. Be ready to discuss how you've built and maintained client relationships in the past, showcasing your ability to empathise and engage with clients.
✨Familiarise Yourself with the Company Culture
Investec values an entrepreneurial spirit and collaboration. Research their culture and think about how your personal values align with theirs. Be prepared to discuss how you can contribute to their inclusive environment and embrace change.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle real-life situations. Think of scenarios where you had to manage multiple tasks or respond to urgent client requests. Highlight your attention to detail and proactive mindset in these examples.
