Our client, a leading Investment Manager currently seek a Client Services Representative on a temporary basis for the next 6/12 months. The successful candidate will be passionate about providing clients with an outstanding experience to exceed client expectations that are shaped by their day-to-day digital interactions.

Full training will be provided and our client offers hybrid working

Duties & Responsibilities as Client Services Representative

• Ensure that all client enquiries are responded to within defined service levels and in line with SLA standards. Ensure the timely and accurate processing of all transaction requests. Accountable for ensuring that clients receive a level of service appropriate to their needs.
• Communicate optimally with clients and third parties keeping them informed of change/issues etc.
• Collaborate closely with contracted third party on service delivery.
• Assess client needs, expectations and behaviors as a basis for recommending service enhancements. Influence critical initiatives to ensure that client service exceeds expectations. Supports continuous improvement initiatives for internal and external processes and services.
• Ensure that policies and procedures are continually followed and that key business unit indicators are met.
• Proactively handle internal client relationships (i.e., Sales, Legal, Compliance, Operations, Service providers, Fund Financial Services and Systems Integration) to ensure support for clients' needs.
• Maintain an appropriate level of service and industry knowledge including keeping current on the firms policies and objectives
• Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and driven measures.
• Handle client data for internal recordkeeping purposes. Produces management information and internal updates on client activity.

Experience required as Client Services Representative

• Ideally you will have a background in customer service within Investments, Complaints, SIPP's, Pensions or ISA's
• Experience in Financial Services or Investment Management
• Pensions knowledge desirable
• Passion for customer care and ensuring customers receive a great experience
• Full training provided