Client Services Representative

• Provide administrative and customer service support to clients, financial advisers and internal stakeholders.
• Respond to customer enquiries by telephone, email and other communication channels.
• Process policy servicing requests accurately and within agreed service standards.
• Take ownership of customer enquiries and ensure they are progressed through to resolution.
• Monitor outstanding requests and follow up missing information or documentation.
• Maintain accurate client records and operational information.
• Assist with client due diligence checks and AML requirements.
• Support the preparation and maintenance of operational reports.
• Work collaboratively with colleagues across Client Services and Operations.
• Identify opportunities to improve administrative processes and customer service.
• Participate in operational projects, system testing and process improvement initiatives.
• Escalate complex queries and potential risks to senior colleagues where appropriate.
• Undertake training and development to build knowledge of financial services products and procedures.

The ideal candidate will be an enthusiastic, organised and customer-focused individualwith excellent communication skills, strong attention to detail and a proactive approach to problem-solving. You'll be confident managing multiple tasks, working accurately to deadlines and building positive relationships with clients and colleagues. Good IT skills, adaptability and a genuine interest in developing a career within financial services are important. No previous financial services experience is required, as full training and support will be provided.