Kennedy Pearce recruits skilled Client Services professionals within the financial services sector who play a key role in delivering high-quality service to clients and maintaining strong client relationships in regulated, fast-paced environments.
Typical responsibilities for Client Services roles include:
Acting as the primary point of contact for clients, responding to queries and providing ongoing support
Ensuring timely and accurate processing of client transactions, documentation, and reporting
Assisting with client onboarding, including KYC/AML compliance and regulatory checks
Liaising with internal departments such as compliance, operations, and finance to resolve client issues
Managing client accounts, updating records, and ensuring service levels are met
Supporting relationship managers and advisers with day-to-day administrative and communication needs
Handling escalations professionally and maintaining high client satisfaction
Monitoring client activity for risk, regulatory, or service-related concerns
Preparing client reports, statements, and performance summaries
Upholding FCA, GDPR, and internal regulatory standards in all interactions
Kennedy Pearce places Client Services professionals who combine excellent communication, problem-solving, and financial services experience to enhance the client experience and ensure regulatory compliance.
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