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Client Services Consultant

Company

Charles Stanley & Co

Location

Midlothian, United Kingdom

Type

Full time

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
  • ...

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