Client Services Representative

• Handle international client enquiries across a range of financial products and services
• Deliver a high-quality client experience, aiming to resolve queries at first point of contact wherever possible
• Proactively manage client queries from start to finish, completing any necessary research and ensuring the matter is resolved by the appropriate team when required
• Build strong, professional relationships with clients through clear communication and proactive service
• Work towards individual targets while maintaining quality, accuracy, and compliance standards
• Accurately identify and fulfil client needs through effective relationship-building and attention to detail

• Strong communication skills and confidence dealing with clients
• Fluency in English, both written and spoken
• Good IT literacy, a tech-savvy mindset, and a keen interest in AI and innovation
• A positive, enthusiastic attitude and the ability to work well as part of a team
• Flexibility and a proactive approach to problem-solving
• A minimum of 1 year’s experience in customer service or a similar client-facing role
• A genuine interest in finance and wealth management

Education in finance is an advantage, but not mandatory

• Comprehensive training to develop your client services and financial services expertise
• Bonus potential for achieving individual and team targets
• One-on-one mentorship and support from experienced financial professionals
• A clear development pathway within a global financial advisory group
• The opportunity to relocate to an office of your choice after successfully completing 12 months in the role