Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Team description    

The Client Services Team provides operational support for internal and external stakeholders relating to The Bank's Corporate clients.

Description of role and key responsibilities    

As part of Treasury & Trading Operations, the Client Service team is responsible for delivering an exemplary level of service to our clients. The team are the primary point of contact for all post-transactional matters and client enquiries.

Relationship Management:
•    Our differentiator in the market is our service. Building and maintaining strong relationships with our clients is paramount
•    Facilitate system demos to assist Clients to self-serve via our online Platform
•    Work closely with the Front Office Desks and other enablement functions to achieve a high level of Client interaction and service delivery
•    Working with the Settlements Team to manage any payment issues and queries

Process Management:
•    Ensure that systems are up to date and that leadership have access to up-to-date reports and MI
•    To support any reporting required for governance meetings
•    To accurately minute team meetings where required and assist with any follow up actions
•    Management client Audit report requests
•    Liaise with clients for any non-receipt of funds / un-signed confirmations

Business Support:
•    Answering and dealing with incoming phone calls/emails 
•    Being highly responsive to inbound client requests, and proactive in providing an exemplary client service experience, solving any problems

Risk and Compliance Management:
•    To always act with integrity in keeping with TCF philosophy and comply with the Code of Business Ethics
•    Strong attention to detail and exceptional client experience
•    Ensuring strong awareness of Operational Risk within the team and adherence to Operational Risk Reporting requirements

Core skills and knowledge    

•    Strong troubleshooting skills and ability to problem solve
•    Calm when dealing with stressful situations or complex queries
•    Excellent computer literacy
•    Strong analytical skills
•    Ability to learn new concepts and product knowledge.
•    Ability to create and maintain strong relationships and communication with key interfaces.
•    Ability to assess, analyse and mitigate risk.
•    Ability to balance change and strive for continuous improvement.
•    Self-starter, energetic and enthusiastic with the ability to work on their own initiative as well as be a solid team player.
•    To always act with integrity and embrace the philosophy of treating our customers fairly (compulsory)•    Good regulatory understanding.
•    Willingness to challenge using constructive suggestions/criticism.
•    Ability to think creatively.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme 

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.