Client Services Consultant - Edinburgh, United Kingdom - Charles Stanley

Charles Stanley

Verified Company

Edinburgh, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Purpose:

The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to rise to challenges and can cope with a demanding workload and multiple tasks, efficiently.

Key Areas of Responsibility:

Handle incoming client administrative tasks via incoming client channels, ensuring timely follow up, with support as required
Printing, scanning, post
Liaise with various internal functions to ensure issue resolution
Liaise with various internal stakeholders to ensure effective communication
Troubleshoot, capture and provide feedback to contribute to the development of digital portals and services
Escalation of complaints and expressions of dissatisfaction as required
Other Client Service functions as they arise

Qualifications & Experience:

You will be expected to pass the CISI Introduction to Securities & Investments exam within the first 12 months of your employment.

Knowledge & Skills:

You will need to develop a good understanding of Charles Stanley's services over the first year, along with a sound knowledge of internal systems including Order Routing, AS400 and CRM along with Outlook, Excel, Word, market information systems and the Charles Stanley Direct website.

The ability to handle client queries, trouble-shoot, make decisions, take initiative to improve the service and resolve problems.

The job holder requires a strong work ethic and a high level of attention to detail. He/she will have excellent organisational and time management skills.
The job holder will be able to prioritise effectively and provide thorough and timely followup to client queries and administration.
The job holder will require excellent verbal and written communication. In particular, the ability to use client friendly language both in verbal and written form is important.
The job holder will need the ability to work accurately under pressure and to deadlines, a resourceful, flexible and conscientious approach to work and, crucially, the ability to work as part of a team including the willingness to work overtime on occasion, if required.
A good understanding of UK markets, ISAs and SIPPs as well as a sound understanding of investment administration systems and processes. A broad knowledge and understanding of applicable FCA rules and a sound knowledge and understanding of the investment products offered under the Charles Stanley Direct service.