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.
