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- Tasks: Help clients with complex inquiries and manage multiple workflows.
- Company: Join a world-renowned investment management firm with a strong reputation.
- Benefits: Gain valuable experience in a high-performing team with potential for growth.
- Why this job: Be part of a thriving company and make a real impact in client service.
- Qualifications: 3+ years in Client Service within Financial Services; knowledge of SIPP or pensions preferred.
- Other info: Immediate start in February; perfect for those ready to jump into a dynamic role.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a world renowned player within the investment management sector. Due to an increase in workload, they are now looking to recruit a team of Client Service Specialists for their retail investment arm on a contract basis.
The Client Service Specialist will take responsibility for the following remit:
- Receiving and investigating complex client inquiries, and communicates solutions
- Acting as subject matter expert, and managing multiple workflows
- Handling escalated issues
- Following standardised procedures to resolve client issues
- Conducting research to fulfill complex client requests and transactions
- Ensuring client inquiries are resolved and communicated within defined service levels
- Ensuring all communications are within regulatory guidelines and are accurate
- Developing proficient knowledge of the company’s funds, products, and services as well as understanding the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
The Client Service Specialist will meet the following criteria:
- Minimum of 3 years related work experience in Client Service within the Financial Services industry
- Background in case handling
- Knowledge of SIPP or pensions
- Experience within contact centre or relationship management
Due to the nature of this role, candidates must be immediately available to begin work. The start date is likely to be within the first two weeks of February.
This is an exciting time to join a thriving company in a high-performing team.
If you believe your background meets the criteria, please apply with your CV.
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Client Service Specialist (Contract) employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Specialist (Contract)
✨Tip Number 1
Familiarize yourself with the specific products and services offered by the company. Understanding their funds and investment strategies will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your knowledge of regulatory guidelines and compliance issues within the financial services sector. Being able to discuss these topics confidently can set you apart as a candidate who understands the industry's complexities.
✨Tip Number 3
Prepare for scenario-based questions that focus on client service and case handling. Think of examples from your past experience where you successfully resolved complex client inquiries or handled escalated issues.
✨Tip Number 4
Since the role requires immediate availability, be ready to discuss your current situation and how quickly you can start. Highlighting your flexibility and readiness can make a positive impression on the hiring team.
We think you need these skills to ace Client Service Specialist (Contract)
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Service Specialist position. Understand the key responsibilities and required skills, especially those related to client inquiries and financial services.
Tailor Your CV: Customize your CV to highlight your relevant experience in client service within the financial services industry. Emphasize your background in case handling and any knowledge of SIPP or pensions.
Showcase Your Skills: In your application, clearly demonstrate your ability to handle complex client inquiries and manage multiple workflows. Provide examples of how you've resolved escalated issues in previous roles.
Highlight Immediate Availability: Since the role requires immediate availability, make sure to mention your readiness to start work within the specified timeframe. This will show your eagerness and suitability for the position.
How to prepare for a job interview at Mason Blake
✨Showcase Your Client Service Experience
Make sure to highlight your previous experience in client service, especially within the Financial Services industry. Be prepared to discuss specific examples of how you've handled complex inquiries and resolved issues effectively.
✨Demonstrate Knowledge of Regulatory Guidelines
Since this role requires adherence to regulatory guidelines, familiarize yourself with relevant regulations in the financial sector. During the interview, mention how you ensure compliance in your communications and problem-solving processes.
✨Prepare for Case Handling Scenarios
Expect to be asked about your approach to case handling. Prepare to discuss a challenging case you've managed, detailing the steps you took to resolve it and the outcome. This will showcase your problem-solving skills and ability to manage multiple workflows.
✨Research the Company’s Products and Services
Before the interview, take time to understand the company’s funds, products, and services. Being knowledgeable about what they offer will not only impress your interviewers but also help you answer questions more effectively and demonstrate your genuine interest in the role.
