Client Services Consultant
Charles StanleyScotland, United Kingdom
Posted October 29, 2025
Full Time
About the Company
Charles Stanley, part of Raymond James Wealth Management, is a leading UK wealth management firm offering bespoke investment portfolios and tailored financial advice. With a focus on client-centric service since 1792, Charles Stanley provides comprehensive solutions including discretionary portfolio management, execution-only share dealing, ISAs, SIPPs, corporate wealth management, financial planning, and specialist fiduciary services. The company's extensive network of over 20 offices across the UK ensures high-standard service to individuals, charities, institutions, and professional advisers.
Job Description
This is a full-time Client Services Consultant role combining administrative duties with client interaction. The role initially focuses on supporting client needs through various communication channels, and eventually involves engaging clients directly with phone, email, chat, and secure messaging. It is ideal for someone who thrives in a fast-paced environment and enjoys delivering outstanding customer service.
Requirements
- Commitment to CISI Introduction to Securities & Investments exam within the first year.
- Strong understanding of Charles Stanley’s services, systems (Order Routing, AS400, CRM), and tools (Outlook, Excel, Word, market information platforms, and the Charles Stanley Direct website).
- Excellent communication skills.
- Strong attention to detail and proactive problem-solving.
- Ability to manage multiple tasks and meet deadlines.
Benefits
- Structured training and development plan
- Exposure to a wide range of client service and financial operations
- Supportive team environment with opportunities for career progression
- Impactful role in client experience and service innovation
