Client Service Specialist (LISP) at Hire Resolve

Job Description

• A leading organisation in the wealth and investment industry is seeking a Client Service Specialist to deliver exceptional service and strengthen long-term relationships with clients and advisers. This role plays a pivotal part in ensuring smooth onboarding, resolving complex queries, and maintaining service excellence. Acting as a trusted liaison between clients, advisers, and internal teams, the successful candidate will drive operational efficiency, support adviser growth, and uphold the high standards expected in the wealth and investment space.

Responsibilities
Execution of Activities

• Facilitate adviser, assistant, and client onboarding processes to ensure seamless transitions.
• Generate insights and reports to identify areas for operational improvement.
• Manage and resolve product, system, and service-related inquiries effectively.
• Stay current with industry trends and market developments to proactively address client needs.
• Maintain accurate documentation of client interactions and transactions within the CRM system.
• Organize and support adviser events in the assigned region.
• Ensure strict compliance with internal policies, procedures, and regulatory standards.
• Take ownership of administrative accuracy and service-level adherence.
• Deliver consistent and high-quality support through all client communication channels.

Relationship Management

• Serve as the primary liaison for key client and adviser relationships.
• Address escalated issues with professionalism and urgency.
• Build collaborative partnerships with adviser offices, external platforms, and internal teams.
• Proactively ensure client satisfaction through effective engagement and resolution strategies.

Service Excellence

• Monitor and uphold service turnaround targets.
• Analyze client feedback and continuously enhance service delivery.
• Support high-value or premier advisers and their clients with dedicated attention.

Crisis Management

• Lead the resolution of escalated issues with minimal client disruption.
• Develop procedures for managing critical incidents and ensure swift recovery.
• Contribute to the strategic oversight of adviser regions where necessary.

Requirements

• Bachelor’s degree in Business Management, Investment Management, or a related field
• 6–8 years’ experience in client services, preferably within the investment or wealth management industry
• Advanced understanding of LISP processes and financial products
• Proficiency with investment platform operations and industry-relevant software
• Strong analytical and problem-solving skills
• Excellent communication, presentation, and negotiation abilities
• Proven capability in building and maintaining strong client and adviser relationships
• Solid project management and organizational skills
• Ability to work both independently and collaboratively to meet deadlines
• Client-centric mindset with a proactive, professional, and confident approach
• High level of integrity, maturity, and personal accountability
• Strong team player with a positive attitude and self-motivated work ethic

Deadline:5th August,2025