JOB SUMMARY

We are seeking a dedicated and detail-oriented Client Services Specialist to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met with professionalism and efficiency. You will leverage your expertise to provide exceptional service, fostering strong client relationships and contributing to the overall success of our organisation.

QUALIFICATIONS

• Proven experience in client services, customer support, or a similar role (experience in financial services is highly desirable).
• Proficiency in Salesforce or similar CRM software is essential.
• Exceptional communication skills, particularly in written English.
• Strong analytical and problem-solving skills with keen attention to detail.
• Ability to work both collaboratively in a team and independently with minimal supervision.
• Must have the legal right to work in the UK

• Respond to client queries via email in a clear, professional, and timely manner.
• Troubleshoot and resolve issues by providing accurate information and practical solutions.
• Escalate complex cases to the relevant internal team when necessary, ensuring smooth handover.
• Maintain accurate records of all client interactions using internal systems.
• Follow up with clients to ensure their issues are fully resolved and they are satisfied with the outcome.
• Identify recurring issues or trends and report them to management for continuous service improvement.
• Support client onboarding via email, providing guidance and clear instructions as required.
• Assist with administrative tasks as needed, which may include helping to open a business bank account for the company.
• As this role may involve banking-related processes, candidates will be required to undergo credit checks as part of pre-employment screening. These checks will be conducted by our approved vendors. Please note that we reserve the right not to disclose the names of these vendors.