Job Description

SUMMARY:
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POSITION INFO:
? We're Hiring on Behalf of Our Client: Investment Client Services Consultant
Our client, a reputable financial services provider in the investment industry, is seeking a Client Services Consultant to join their high-performing Retail Operations division. This team plays a crucial role in delivering a seamless experience for individual investors and independent financial advisers by managing transaction processing and client support.
This position is ideal for a client-centric professional who thrives in a dynamic, fast-paced environment. You'll be responsible for ensuring that all client and adviser instructions are processed accurately and efficiently, and that queries are handled with care and professionalism.
The role requires a combination of transactional accuracy, strong communication, and team collaboration, and offers the opportunity to grow within a respected, client-focused organisation.
? Key Responsibilities
Accurately process a variety of incoming investment instructions, including:
Opening new investment accounts
Processing top-ups, withdrawals, and account changes
Follow up on pending instructions to ensure swift completion
Maintain effective communication with clients and advisers via phone and email
Deliver exceptional client service by resolving queries promptly and professionally
Keep detailed records of all interactions on internal systems
Support team members and leadership with workflow queries and escalations
Stay up to date with industry regulations related to investment and pension products
? Requirements
A relevant business degree and/or industry-related experience
Exposure to the unit trust or life industries is highly advantageous
Solid understanding of investment-related legislation and compliance
Proficient in Microsoft Word and Excel
? Key Competencies
Excellent attention to detail
Strong time management and organisational skills
Effective problem-solving and critical thinking
Outstanding verbal and written communication
Client-first approach and a collaborative mindset
Self-driven with the ability to work independently and as part of a team
? Why This Opportunity?
Work with a well-established and respected financial institution
Join a collaborative and professional team environment
Build your career in client services and investment administration
Opportunity to develop deeper knowledge in investment products and operations
? Ready to Apply?
If you're a service-oriented professional with a passion for client experience and operational excellence, we'd love to hear from you

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