Financial Service Client Representative

We are recruiting for a Financial Services Customer Representative, supporting the delivery of bespoke investment banking solutions, including M&A advisory, capital raising, and strategic financial services. Acting as a liaison between clients and internal deal teams, the representative ensures the alignment of client objectives with tailored financial strategies, maintaining a high standard of service, confidentiality, and responsiveness.

Client Details

We are working with a leading investment banking provider operating within the financial services sector seeks to strengthen its strategic position through targeted growth, capital raising, and advisory services. With a proven track record in structuring complex financial transactions, the firm supports institutional clients, corporations, and high-growth enterprises across key verticals including asset management, insurance, fintech, and banking.

Description

Key responsibilities consist of:

• Respond promptly and professionally to customer inquiries via email, phone, and live chat.
• Resolve customer issues by collaborating with internal teams and ensuring a timely resolution.
• Maintain accurate records of customer interactions and transactions using internal systems.
• Provide detailed information about products and services to clients as needed.
• Identify opportunities to improve customer experiences and escalate suggestions to management.
• Respond to customer inquiries independently and as part of a team across various channels, including email, phone, and live chat
• Provide outstanding customer service by addressing concerns promptly, empathetically, and professionally
• Ensure timely and accurate responses to all customer interactions
• Maintain a positive, solution-oriented mindset to support customer satisfaction and loyalty
• Accurately document customer interactions and follow up on unresolved issues as needed
• Collaborate with team members and cross-functional departments to resolve complex issues and enhance overall service quality
• Adhere to industry regulations and company policies while handling sensitive customer information.
• Support the onboarding process for new clients by addressing their initial queries.
• Participate in training sessions to stay updated on product knowledge and industry practices.

Profile

The successful profile will have:

• A background in customer service, preferably within the financial services sector.
• Strong communication skills, both written and verbal, to effectively interact with clients.
• Knowledge of financial products and services or a willingness to learn quickly.
• A proactive approach to problem-solving and a focus on customer satisfaction.
• Demonstrated experience in customer service, with a proven ability to manage inquiries across phone, email, and live chat platforms.
• Exceptional organisational and time-management skills, thriving in fast-paced environments.
• Strong verbal and written communication abilities, combined with a customer-centric and empathetic approach.
• Keen attention to detail and ability to multitask while maintaining accuracy and service quality.
• Professional, approachable, and consistently positive in interactions with customers and colleagues.
• Proficiency in using customer relationship management (CRM) systems and related tools.
• An eye for detail and the ability to multitask in a fast-paced environment.

Job Offer

• A competitive salary of £29000 to £3000, depending on experience.
• Opportunities for professional growth within the financial services industry.
• Performance based bonuses.
• A supportive company culture focused on employee development.
• Full-tim 40 hour working week position.
• Hybrid working 2 days in office.
• Comprehensive training to enhance your skills and knowledge.
• Permanent position with internal opportunities.
• Equipment provided.