Client Services Consultant (FTC)
Charles Stanley · Edinburgh, Scotland, GB
Profile: If you’re someone who enjoys variety, takes pride in delivering excellent service, and thrives in a busy, collaborative environment, this role offer...
Job description
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 cli...