Client Services Specialist

Insigniscash; Milton, City of London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A growing FinTech company in the UK is seeking a Client Services Specialist. In this entry-level role, you will foster client relationships and manage inquiries. The ideal candidate has excellent communication skills and a strong work ethic. This position offers a full-time opportunity to develop your career in an innovative and collaborative environment with multiple benefits, including private medical insurance and a pension scheme.

Benefits

25 days holiday (exc. Bank holidays)

5% Pension Employer Contributions

Private medical insurance with Vitality

Health cash Plan

Enhanced Parental Leave

Cycle to Work Scheme

Monthly team lunches

Quarterly company socials

Qualifications

• Experience in customer service roles and a client-oriented approach.
• Strong communication and interpersonal skills with an ability to build relationships.
• Detail-oriented individual able to manage multiple inquiries effectively.

Responsibilities

• Ensure a positive and professional client service experience.
• Manage client inquiries via phone, email, or online.
• Build positive client relations and provide tailored support.

Skills

Honesty and integrity

Strong work ethic

Great communication skills

Attention to detail

Customer service experience

Excellent verbal and written skills

Capacity to excel in a fast-paced environment

Personable and friendly manner

Great team player

Education

Financial or economic background or education

Tools

Familiarity with CRM systems

Query Management tools

Job description

Insignis Cash Solutions is a fast-growing FinTech company based in Cambridge and London looking for an enthusiastic individual to join our busy team. We are expanding, making this position ideal for someone who wants to have a significant impact on a company's early growth and develop their role and career as the business evolves. Our ideal candidate will demonstrate integrity, be detail‑oriented, personable, and confident in building relationships with clients. You will join a team where your ideas are welcomed and valued.

The role will be mixed, working both remotely and in our Cambridge office located in the Innovation Centre.

Client Services Specialist Role

We are seeking a friendly, highly skilled client services associate to make our clients feel valued and supported. In this role you will foster positive client relations, manage enquiries, and promptly direct customer complaints to relevant departments.

To be successful you should have extensive experience in a similar role and demonstrate a client‑oriented approach. A first‑class client services representative builds positive business relationships and provides clients with individualised and professional support. You will work in the Client Services team but will also work closely with our Payments Team, and your role will be vital in actively expanding our client base with a direct impact on the company's retention and growth.

Key Responsibilities

• Ensuring a positive and professional client service experience
• Managing client inquiries via phone, email, or online
• Directing client complaints or complex queries to senior team members in a timely manner
• Providing clients with technical assistance on products and services by explaining clearly how our systems work to enable self‑serve
• Escalating issues to senior team members or line manager to enable prompt resolution
• Building positive client relations by following up on active queries and confirming resolutions have been implemented
• Maintaining accurate client records and adhering to all documented processes and controls
• Identifying potential client services concerns and facilitating proactive intervention steps
• Obtaining post‑sales client feedback
• Keeping track of new products on offer, as well as emerging trends in client services
• Recommending product improvements based on client services feedback
• Working closely with team members and other departments to meet client needs

System & Process Improvement

You will be using our systems and processes daily and hearing direct client feedback on our platform first‑hand. We are always looking for ways to improve our systems to make a client's journey more seamless and we value your ideas on how to:

• Make processes more efficient
• Make processes easier for clients
• Make the technology interface more user‑friendly

Qualifications and Skills

• Honesty and integrity
• Strong work ethic
• Great communication skills
• Attention to detail
• Customer service experience
• Excellent verbal and written skills
• Capacity to excel in a fast‑paced environment
• Personable and friendly manner
• Great team player

Any experience in the following would also be useful, but not mandatory, for the role:

• Financial or economic background or education
• Familiarity with CRM systems and Query Management tools
• An understanding of wealth management and financial advisory business

Insignis Company Culture

• Integrity
• Collaboration
• Client Focus
• Accuracy
• Partnership
• Workload Tech‑Led

Benefits

• 25 days holiday (exc. Bank holidays)
• 5% Pension Employer Contributions
• Private medical insurance with Vitality
• Health cash Plan with Medicash offering contributions to dental, optical and much more
• Enhanced Parental Leave
• Cycle to Work Scheme
• Monthly team lunches, quarterly company socials

Working Pattern

• Cambridge office based 3 days a week

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Other

Industries

IT Services and IT Consulting