Client Services Representative

Client Services Representative

  • Location

    Docklands, London

  • Sector:


  • Job type:


  • Salary:

    £32000 - £35000 per annum

  • Contact:

    Sam Kayne-Levenson

  • Contact email:


  • Job ref:


  • Published:

    over 1 year ago

  • Duration:

    9 - 12 months

  • Expiry date:


  • Startdate:


Our client a global Fintech is looking for a Client Services Representative with experience in the Financial Services Sector to join them as the first line of contact providing operational and client support.

Duties and Responsibilities include:

  • Promptly and accurately resolve email enquiries from clients
  • Ensuring all client reports are produced within SLA and to a very high standard and all reports fulfil the client's expectations
  • Producing reports in Excel
  • Issuing email alerts to clients along with any relevant supporting documentation
  • Processing administration requests from clients
  • Ability to work to pre-defined SLAs
  • Tracking client issues/requests and monitoring progress through to successful completion
  • Ad hoc duties as required

Skills and experience:

  • 2-3 years previous experience in Financial Services ideally Client Services, Asset Servicing, Custody Servicing or Proxy Voting department would be an advantage
  • Advanced Excel essential - previous experience producing reports in Excel using functions like Vlookups and Pivot Tables
  • Analytical with great attention to detail
  • Ability to work under pressure and to tight deadlines
  • Excellent interpersonal skills - must have outstanding communication skills both written and verbal
  • Team player
  • Degree qualified

It is Wells Tobias Recruitment Solutions' policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual applicants. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you.