Client Services Specialist

We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.

This is an exciting opportunity to join a dynamic team during a period of rapid growth. You’ll play a key role in shaping our client experience and have the chance to develop your career as the business evolves.

We value integrity, attention to detail, and strong relationship-building skills. At Insignis, your ideas matter—you’ll be part of a collaborative environment where contributions are recognised and rewarded.

About the Team

The Client Services team is a collaborative group dedicated to providing outstanding service to our clients. The team consists of a Head of Client Services, Manager of Client Services Manager, a Supervisor, and a mix of Specialists, Senior Specialists, and Associates who work together to ensure client needs are met efficiently and professionally. Each member plays a vital role in delivering accurate administration and exceptional client support.

Key Responsibilities

Client Portfolio Administration

• Manage client accounts and portfolios accurately, ensuring all records are up to date.
• Process client instructions and transactions in line with company procedures and regulatory requirements.
•  Maintain case management systems with accurate and timely updates.

Client Communication

• Respond to client enquiries via phone and email promptly and professionally.
• Provide clear, accurate information and guidance to clients, ensuring a positive experience.
• Escalate complex queries or complaints to the Supervisor or Manager when necessary.

Operational Support

• Monitor and manage the team mailbox, ensuring timely responses to client queries.
• Perform checks on documentation and processes to maintain compliance and accuracy.
• Follow established procedures and contribute feedback for improvements.

Compliance & Risk Management

• Adhere to all regulatory standards, data protection policies, and internal compliance requirements.
• Identify and report any potential risks or issues promptly.

Collaboration & Continuous Improvement

• Work closely with team members to ensure smooth workflow and service delivery.
• Share insights and suggestions to improve processes and enhance client experience.
• Participate in training sessions to maintain and develop knowledge and skills.

Qualifications and Skills

We operate in an FCA-regulated environment and require a Specialist who demonstrates:

• Integrity and accountability in managing client interactions and portfolio administration.
• Strong organisational skills and attention to detail to ensure accuracy and compliance.
• Excellent verbal and written communication for professional client engagement.
• Ability to prioritise tasks effectively in a fast-paced environment.
• Collaborative mindset, working as part of a team to deliver exceptional service.

Benefits

• Competitive compensation
• 25 days holiday (ex. Bank holidays)
• Pension contributions
• Private medical insurance
• Employee health and wellness discounts
• Cycle to Work Scheme
• Monthly team lunches

 

Location: Hybrid working model, with three days per week in our Cambridge office at the at St Johns Innovation Centre Milton.