Client Service Specialist - Financial Services - London

Job Title: Client Service Specialist - Financial Services - London
Contract Type: Permanent
Location: London, England
Salary: £35000 - £45000.00 per annum
Start Date: ASAP
Reference: BBBH21996_1563902464
Contact Name: Charles Bodunrin
Contact Email:
Job Published: July 23, 2019 18:21

Job Description

Twenty Financial Services are working with a leading Financial Organisation who are looking for a Client Services Specialist to join a growing team.

This team are responsible for all pre and post sales pro-active client relationship management activities that support the global business.


  • Manage client on-boarding through in-depth face-to-face training, documentation and support.
  • Create partnerships with clients and ensure that services are delivered according to need, and identify gaps and needs and work with clients to promote usage for licenced services.
  • Liaising with clients directly to help understand and resolve their queries, taking ownership of the queries, and ensuring that they are co-ordinated among departments, escalated as necessary, and dealt with in conjunction with SLAs and expectations.
  • Support the on-boarding process for new clients in conjunction with the different Sales teams. This involves creating new accounts, welcome packs and per-missioning all of the data the client is entitled to receive.
  • Establish processes to track all end of day users in Salesforce by utilising the day-to-day interaction the Client Service Associates have.


  • Minimum of 3 -5 years' experience gained within Financial Services.
  • Knowledge and understanding of Financial Markets and available products and services.
  • Strong Microsoft Office skills. Proficiency in Excel is essential.
  • Ability to work to tight deadlines and in a fast moving environment.
  • Excellent verbal and written communication skills.
  • Capable of applying analytical and investigative thinking to complex client queries.

If this role is of interest, please send Charles Bodunrin an up to date CV for a confidential discussion about this role and your job search.