
Equity Client Services Specialist
- Chester
- Permanent
- Full-time
This job is responsible for conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries.Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients’ needs.Responsibilities:
- Improves and simplifies the client experience, reducing manual touchpoints
- Ensures transactions are completed in an accurate and timely manner, managing escalations as needed
- Supports the preparation of frequent reports and other measures of data
- Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk
- Identifies and flags potential risks in a timely manner
- Preferred experience in client services, account management or a similar operations/client facing role within financial services.
- An understanding of regulatory and documentation requirements for institutional client servces.
- Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
- Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
- Proficiency in using workflow tools and familiarity with onboarding platforms is a plus.
- Excellent communications skills and ability to present to a senior audience.
- Ability to work under pressure in a team environment.
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
- Self-motivated and able to work unsupervised. Able to manage own time and know when to escalate.
- Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
- Excels in working among diverse viewpoints to determine the best path forward.
- Experience in connecting with a diverse set of clients to understand future business needs.
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
- Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.
- Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
- Competitive pension plan, life assurance and group income protection cover if you become unable to work because of a disability or health reasons
- 20 days of back-up childcare including virtual tutoring and 20 days of adult-care per annum
- Ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, specified illness cover etc
- Use of a flex fund to use towards benefits
- Access to free counselling through an Employee Assistance Programme and virtual GP services
- Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution
- Opportunity to join our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
- Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area