Client Services Consultant

October 14, 2024

Charles Stanley

Edinburgh

FULL TIME

Job Title: Client Service Specialist
Job Purpose: Join our dynamic team as a Client Service Specialist, where you’ll be the cornerstone of our exceptional service commitment. In this vital role, you’ll engage with clients across multiple channels, swiftly resolving inquiries and fostering positive interactions. We’re seeking a detail-oriented professional with a strong work ethic, ready to thrive in a fast-paced environment.
Core Responsibilities:

Proactive Communication: Manage client interactions efficiently, ensuring comprehensive and prompt resolutions.
Excellence in Service: Uphold our tradition of superior customer care, consistently exceeding client expectations.
Team Collaboration: Work collaboratively with colleagues to troubleshoot client issues and deliver integrated support.
Insightful Feedback: Contribute to the enhancement of our digital platforms by providing constructive feedback.
Effective Complaint Handling: Address client concerns tactfully and escalate complex cases when necessary.
Versatile Support: Be prepared to tackle diverse client service duties as they arise.
Comprehensive Training: Participate in extensive training to equip you for success in delivering top-tier client service.

Qualifications:

Motivated to complete the CISI Introduction to Securities & Investments certification.

Experience:

Experience in financial services is advantageous.
Aim to cultivate a deep understanding of Charles Stanley’s offerings within your first year.
Proficient in Microsoft Outlook, Excel, and Word.

Knowledge and Skills:

Client-Focused: Skilfully manage client inquiries, resolve issues, and make judicious decisions.
Detail-Oriented: Exhibit a diligent work ethic with an unwavering focus on precision.
Communicative Excellence: Possess outstanding communication abilities, articulating complex concepts in an accessible manner.
Efficient Time Management: Prioritise tasks effectively and ensure meticulous attention to client follow-ups.
Adaptive Performance: Maintain accuracy under pressure, meet stringent deadlines, and collaborate effectively.
Financial Expertise: Understand the intricacies of UK financial markets, ISAs, SIPPs, and investment management.
Regulatory Proficiency: Be well-versed in FCA regulations and the investment solutions provided by Charles Stanley Direct.