Client Services Representative

4 weeks ago


London, United Kingdom Crossbridge Capital Full time

Company Description

Crossbridge Capital is an independent investment advisory firm offering wealth management services to high net worth private clients. With sizable client assets under supervision, and extensive expertise in financial services, Crossbridge Capital has developed an integrated platform to deliver a full range of services to its clients. Please see for further details.

Role Description

This is a full-time, on-site role as a Client Services Representative at Crossbridge Capital's Greater London location. As a Client Services Representative, you will be responsible for providing excellent customer service, managing client communications, ensuring customer satisfaction, and assisting with finance-related tasks. You will be expected to maintain the highest levels of controls and ethics.

Client Services Responsibilities:

  • Work as part of the Client Service team as well as work closely with and support management with building and maintaining relationships with existing clients and assessing and executing transaction opportunities.
  • Support the Investment team in day-to-day tasks.
  • Manage client inquiries or directing complex queries to relevant people in a timely manner.
  • Build positive client relations.
  • Coordinate between clients, custodian banks, and product issuers to ensure smooth running of client account, servicing, and execution.
  • Maintain client records and documenting processes such as client file reviews.
  • Ensure that compliance procedures are completed accurately and on time.
  • Manage trade administration, trade lifecycle, and reporting.
  • Identify potential client services concerns and facilitate proactive intervention steps.
  • Keep track of new products on offer, as well as emerging trends in client services.

 

The Candidate should have the below:

  • 2-3 years of experience in an FCA regulated client services role or administrational role.
  • Strong communication and customer service skills
  • Experience in client services and maintaining customer satisfaction
  • Knowledge of finance and financial services
  • Ability to work effectively in a team
  • Excellent problem-solving skills
  • Attention to detail and accuracy
  • Proficiency in Microsoft Office – advanced Excel knowledge is a plus.
  • Bachelor's degree
  • FCA registered (CF30 or equivalent and RDR Compliant)

Benefits include 25 days holiday (plus bank holidays), workplace pension scheme and other insurance benefits.



  • London, United Kingdom Kennedy Pearce Consulting Full time

    **Job details**: - Posted 05 June 2023 - Salary £200 - £210 per day + Hybrid Working - LocationCity of London - Job type Temporary - DisciplineBanking Operations - ReferencePB_CSP_1685986382 - Contact NamePaul Butterfill **Job description**: Full training will be provided and our client offers hybrid working *** **Duties & Responsibilities as Client...


  • London, United Kingdom FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Bachelor of Commerce/Business **Travel Percentage**: 1 - 5% Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and...


  • London, United Kingdom Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • London, United Kingdom Gold Group Full time

    **Client Services Representative, London/WFH** **£32,000 - £35,000 + Benefits** We are currently looking for someone with excellent written and verbal communication skills, degree educated, and perhaps has experience of working within a complaints related role. Our client is an investment firm with an operational team who oversee post sales...


  • London, United Kingdom Gold Group Ltd Full time

    **Client Services Representative, London/WFH** **£32,000 - £35,000 + Benefits** We are currently looking for someone with excellent written and verbal communication skills, degree educated, and perhaps has experience of working within a complaints related role. Our client is an investment firm with an operational team who oversee post sales...


  • London, United Kingdom Business Wire Full time

    Business Wire, a Berkshire Hathaway company, is the global market leader in press release distribution and regulatory disclosure. We are on a mission to redefine how organizations connect with their audiences - and that’s just the beginning! Organizations, large and small, depend on us to accurately publicize market-moving news and multimedia, and...


  • London, United Kingdom Business Wire Full time

    Business Wire, a Berkshire Hathaway company, is the global market leader in press release distribution and regulatory disclosure. We are on a mission to redefine how organizations connect with their audiences - and that’s just the beginning! Organizations, large and small, depend on us to accurately publicize market-moving news and multimedia, and...

  • Client Representative

    1 month ago


    London, United Kingdom Channel Centre Full time

    We are seeking a highly motivated and detail-oriented individual to join our team as a Client Representative. As a Client Representative, you will be responsible for providing exceptional customer service and support to our clients in the financial services industry. This is a full-time position with opportunities for career growth. **Duties**: - Analyze...

  • Client Representative

    4 hours ago


    London, United Kingdom CSP GROUP LTD Full time

    We are seeking a highly motivated and customer-focused individual to join our team as a Client Representative. As a Client Representative, you will be responsible for providing exceptional service to our clients and ensuring their satisfaction. **Duties**: - Communicate with clients to understand their needs and provide appropriate solutions - Engage with...


  • East London, United Kingdom Smile Hub Full time

    **Monday to Friday role** We are a well-established, very friendly, and loyal team of healthcare professionals based in the City of London. We are looking for **one**; - **Client Service representative**, full-time position for with availability between 8:00am and 7.30pm The role is full-time. **Your Benefits** - A commitment to help you develop your...

  • Client Representative

    4 weeks ago


    London, United Kingdom Global 1st Line Group Full time

    We are seeking a highly motivated and detail-oriented individual to join our team as a Client Representative. As a Client Representative, you will play a crucial role in providing exceptional customer service and support to our clients. **Responsibilities**: - Analyze client needs and provide tailored solutions - Serve as the main point of contact for...


  • London, United Kingdom Welocalize, Inc Full time

    Customer Success Representative page is loaded Customer Success Representative Apply locations Home Office (London) time type Full time posted on Posted Yesterday job requisition id R0005109 If you have a Candidate Login already, but have forgotten your password please use the steps to reset your password. com subject Workday Candidate Login When...


  • London, United Kingdom Welocalize, Inc Full time

    Customer Success Representative page is loaded Customer Success Representative Apply locations Home Office (London) time type Full time posted on Posted Yesterday job requisition id R0005109 If you have a Candidate Login already, but have forgotten your password please use the steps to reset your password. com subject Workday Candidate Login When...


  • London, United Kingdom Welocalize, Inc Full time

    Customer Success Representative page is loaded Customer Success Representative Apply locations Home Office (London) time type Full time posted on Posted Yesterday job requisition id R0005109 If you have a Candidate Login already, but have forgotten your password please use the steps to reset your password. com subject Workday Candidate Login When...


  • London, United Kingdom Welocalize, Inc Full time

    Customer Success Representative page is loaded Customer Success Representative Apply locations Home Office (London) time type Full time posted on Posted Yesterday job requisition id R0005109 If you have a Candidate Login already, but have forgotten your password please use the steps to reset your password. com subject Workday Candidate Login When...

  • Client Representative

    4 hours ago


    London, United Kingdom Steppe 2 Group Full time

    **Client Representative**: We are actively searching for an enthusiastic and proactive individual to join our team as a Client Representative. In this role, you will be instrumental in fostering client relationships and driving sales and performance initiatives within our London market. Our company places a strong emphasis on customer-centric values and...


  • London, United Kingdom EXPERIENTIAL ADVISORY LTD Full time

    **Responsibilities**: - Utilise Salesforce to maintain client records and interactions - Analyse client needs and provide suitable financial solutions - Handle client inquiries and resolve issues promptly and professionally - Collaborate with internal teams to ensure client satisfaction **Qualifications**: - Proven experience in a client-facing role...


  • London, United Kingdom eRecruitSmart Full time

    For over 20 years, our client has been the leader in infrared saunas, which have been shown through clinical trials to help people feel better and achieve their health and wellness goals. As a Customer Care Representative you’ll play a crucial role in ensuring that our client’s customer service run smoothly, coordinating and communicating with customers,...


  • London, United Kingdom BLUE TIDE DEVELOPMENTS LTD Full time

    We believe in building strong relationships with our clients and delivering outstanding service. Join our team and help us continue to exceed our clients' expectations. **Position Summary**: We are seeking a motivated and customer-focused Client Representative to join our sales team. The Client Representative will be responsible for managing client...

  • Client Representative

    4 weeks ago


    London, United Kingdom Relay Group Ltd Full time

    Are you a proactive and customer-focused individual with a knack for sales? Do you thrive on building relationships and delivering exceptional service to clients? We're seeking a motivated and personable Client Sales Representative to drive sales and nurture client relationships! **Duties**: - Cultivate and manage relationships with new and existing...