Client Services Consultant

Profile

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

Front‑Line Client Service

• 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.