At a Glance
- Tasks: Provide top-notch client support and manage various administrative tasks in a dynamic environment.
- Company: Join Raymond James, a leader in financial services with a focus on client experience.
- Benefits: Gain valuable skills, receive training, and enjoy a supportive team culture.
- Other info: Diverse and inclusive workplace with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Strong communication skills and a willingness to learn about investment processes.
The predicted salary is between 25185 - 27000 £ per year.
If you’re someone who enjoys variety, takes pride in delivering excellent service, and thrives in a busy, collaborative environment, this role offers a fantastic opportunity to grow your career in financial services. You’ll play a key part in ensuring clients receive timely, accurate and thoughtful support across both administrative and front-line service channels. As your confidence develops, you’ll also build skills in direct client interaction, helping resolve queries and contributing to a smooth end‑to‑end client experience.
What you’ll be doing:
- Administrative Support
- Processing client tasks from multiple channels (secure messages, email, website and post) with accuracy and within agreed timeframes
- Managing operational workflows including printing, scanning and postal processes
- Collaborating with internal teams to resolve queries and ensure instructions are completed end‑to‑end
- Maintaining accurate records and sharing client feedback to support improvements to digital services
- Escalating complaints in line with procedures
- Supporting client enquiries across telephone, live chat, email and secure messaging
- Taking ownership of client requests and coordinating with colleagues to ensure smooth resolution
- Identifying service issues and escalating where appropriate
- Contributing to service enhancements based on your day‑to‑day experience
Qualifications & Development:
We’ll support you to build strong foundations in investment administration and client service. This includes:
- Completing the CISI Introduction to Securities & Investments exam within your first year
- Developing a solid understanding of Charles Stanley’s services, systems and platforms (including Order Routing, AS400, CRM, Outlook, Excel and market information tools)
What you’ll bring:
- Strong communication skills with the ability to use clear, client‑friendly language
- Attention to detail and a commitment to delivering high‑quality work
- Effective prioritisation and the ability to manage multiple tasks in a fast‑paced environment
- Problem‑solving ability and confidence in making decisions
- Team‑focused mindset with flexibility and a collaborative approach
- A good understanding of UK markets, ISAs, SIPPs, and investment administration processes (or a willingness to learn)
- Awareness of FCA rules and investment products (training provided)
Why this role matters:
You’ll be part of a team that plays a vital role in shaping the client experience. Your work will directly support clients, strengthen relationships, and contribute to the continuous improvement of our services.
Client Services Consultant employer: Raymond James UK
At Raymond James, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As a Client Services Consultant, you will benefit from comprehensive training and development opportunities, including support for professional qualifications, all while working in a collaborative environment that values your contributions to enhancing the client experience. Located in a vibrant area, our team enjoys a supportive atmosphere where innovation and teamwork are at the forefront, making it an excellent place to build a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Consultant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Raymond James UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Consultant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Raymond James UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Raymond James UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Raymond James UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Raymond James UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Raymond James UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Raymond James UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
