Client Services Consultant

Profile:

If you’re someone who enjoys variety, takes pride in delivering excellent service, and thrives in a busy, collaborative environment, this role offers a fantastic opportunity to grow your career in financial services.

You’ll play a key part in ensuring clients receive timely, accurate and thoughtful support across both administrative and front-line service channels. As your confidence develops, you’ll also build skills in direct client interaction, helping resolve queries and contributing to a smooth end‑to‑end client experience.

What you’ll be doing:

Administrative Support

• Processing client tasks from multiple channels (secure messages, email, website and post) with accuracy and within agreed timeframes
• Managing operational workflows including printing, scanning and postal processes
• Collaborating with internal teams to resolve queries and ensure instructions are completed end‑to‑end
• Maintaining accurate records and sharing client feedback to support improvements to digital services
• Escalating complaints in line with procedures

Front‑Line Client Service

• Supporting client enquiries across telephone, live chat, email and secure messaging
• Taking ownership of client requests and coordinating with colleagues to ensure smooth resolution
• Identifying service issues and escalating where appropriate
• Contributing to service enhancements based on your day‑to‑day experience

Qualifications & Development:

We’ll support you to build strong foundations in investment administration and client service. This includes:

• Completing the CISI Introduction to Securities & Investments exam within your first year
• Developing a solid understanding of Charles Stanley’s services , systems and platforms (including Order Routing, AS400, CRM, Outlook, Excel and market information tools)

What you’ll bring:

• Strong communication skills with the ability to use clear, client‑friendly language
• Attention to detail and a commitment to delivering high‑quality work
• Effective prioritisation and the ability to manage multiple tasks in a fast‑paced environment
• Problem‑solving ability and confidence in making decisions
• Team‑focused mindset with flexibility and a collaborative approach
• A good understanding of UK markets, ISAs, SIPPs , and investment administration processes (or a willingness to learn)
• Awareness of FCA rules and investment products (training provided)

Why this role matters:

You’ll be part of a team that plays a vital role in shaping the client experience. Your work will directly support clients, strengthen relationships, and contribute to the continuous improvement of our services.

Raymond James is an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.