We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary. We are looking for a Client Operations Specialist to join the Investec Save team and help deliver a responsive, fair and reliable service to our savings clients. Working within Banking Operations, you will support clients across a broad range of account, payment and onboarding queries while helping to protect them through effective controls, regulatory awareness and careful attention to detail. Alongside day-to-day client servicing, you will have the opportunity to identify trends and contribute to improvements across our processes, tools and products. Provide first-line email support to clients and prospective clients, resolving a wide range of application, account and service queries. Recognise when clients may be in vulnerable circumstances, establish the support they need and provide first-line telephone assistance where appropriate. Identify, record and investigate complaints, ensuring they are managed efficiently and in line with regulatory requirements. Maintain accurate client accounts and records, including changes relating to name updates and deceased estates. Complete client, account and nostro reconciliations, including supporting the creation of a single client view for FSCS reporting. Review applications that have not passed automated onboarding checks, including AML, KYC, sanctions, fraud, Onfido and linked-account checks. Identify recurring client needs or areas of frustration and help improve processes, tools and products, while supporting wider Banking Operations activities when required. Essential skills and experienceExperience working directly with clients and maintaining relationships in a service or sales environment. A commitment to integrity, treating customers fairly, following relevant compliance requirements and identifying and escalating business risks. Experience handling client complaints. Knowledge of client onboarding risks and relevant requirements relating to AML, sanctions and fraud. As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way. 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. You can find a list of our benefits hereEmbedded in our culture is a sense of belonging and inclusion. We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead. At Investec, we're deeply invested in our clients, our colleagues, and our communities. If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist. Operations(IBP) Division: IBP Business Enablement Employment Type: Full time Salary: Competitive
Customer Service Representative - Service Advisor in London employer: Investec
Investec is an exceptional employer that champions a culture of curiosity and collaboration, making it an ideal place for Financial Planning and Analysis professionals. With a commitment to employee wellbeing, a flexible working model, and a strong focus on diversity and inclusion, we provide ample opportunities for personal and professional growth in the vibrant city of London. Join us to be part of a team that not only drives financial performance but also fosters a sense of belonging and community.
