Client Service Representative

London | Operations | Full time

The team

Our aim is to provide a highly professional service and for clients to have a streamlined journey through the site and access to high quality information and assistance at all times. Our versatile client service team deal with all aspects of the clients' requirements - from initial queries, through KYC checks and onboarding to managing multiple transfers for a client's pension consolidation.

We also have a qualified advisory team who interact with clients on a more in-depth basis, providing advice on a one-off or ongoing basis. This ranges from a full review and written report on a client's financial needs and circumstances, a pre-transfer review of existing investments, guidance on tax efficient allocation of assets or a combination of these.

We are looking for a new member of our client service team.

About you

  • Hard working, self-motivated and able to work independently in a team-oriented environment
  • Strong communication skills are vital because the role requires communication with clients on a daily basis
  • Knowledge of the financial industry and investments; experience in wealth or investment management is essential
  • Strong track record of interacting with clients
  • Strong academic background through to degree level, a strong sense of ethics, sound judgement and the desire to be a business-oriented problem solver


  • Key member of the in-house client service team who are responsible for incoming calls, emails and messages providing timely, accurate and clear responses to achieve our goal of a high class professional experience
  • Oversight of the onboarding process, which is initiated on the Netwealth website including AML and KYC checks, pension account opening, as well as close management of the Pension and ISA transfers
  • Close collaboration with the advisory team on relationship management for key clients and in managing more bespoke client requests
  • Work closely with the Operations team and outsourced providers to follow up on client account activity and understand any communications that need to be relayed to one or more clients
  • Continuous improvement of the client journey: collate feedback for management on a regular basis, suggest common themes or areas to be addressed and create action plans
  • Work with the Operations and Technology teams to test new features of the service specifically from the client perspective


Please email us your CV and any other relevant information:

Unfortunately, at this current time, we cannot accept applications that require sponsorship for an employment visa. No agencies please.