Client Services Associate (Contract)

Join a global Client Services team in London for a 6-month contract, supporting day-to-day operations on a leading trading platform and delivering dependable service to clients. Your day-to-day activities will involve managing enquiries from initial triage through to resolution while maintaining accurate records of each interaction. You will use your interpersonal skills to communicate effectively with clients and internal partners alike.

What you'll do:

By applying established processes and demonstrating sensitivity in prioritising cases, you will help deliver seamless service experiences. Your commitment to collaboration will see you working alongside colleagues from various departments to achieve timely outcomes.

• Provide daily support to customers using the trading platform by addressing queries and service requests with professionalism and empathy.
• Communicate clearly and politely with clients to ensure their issues are understood, progressed appropriately, and resolved efficiently.
• Apply established procedures and sound judgement to diagnose problems, prioritise cases, and escalate when additional expertise is required.
• Accurately capture case details, actions taken, and outcomes in internal systems to maintain clean documentation and support effective service delivery.
• Categorise, route, and prioritise enquiries correctly to uphold high standards of customer experience and service execution.
• Build working knowledge of trading workflows, tools, and protocols through training, documentation review, and hands-on experience.
• Develop an understanding of how Client Services supports the broader trading lifecycle to confidently handle diverse workflows.
• Collaborate closely with Associates, Senior Associates, Technology teams, and other stakeholders to drive timely resolution of client issues.
• Contribute positively to team collaboration by sharing insights from client interactions and participating in continuous learning initiatives.
• Engage constructively with feedback and coaching to improve performance, judgement, and overall contribution to the team.

What you bring:

• Prior experience in a customer-facing or operational support role is essential for handling client interactions confidently.
• Financial services industry exposure is advantageous but not mandatory; willingness to learn about trading platforms is highly valued.
• Strong attention to detail ensures disciplined adherence to process and accurate documentation of case outcomes.
• Clear, professional communication skills enable you to connect effectively with clients and colleagues across the organisation.
• A collaborative mindset fosters positive relationships within the team and supports communal problem-solving efforts.
• Willingness to learn new workflows, tools, and protocols helps you adapt quickly within a fast-evolving environment.
• Confidence in asking questions, escalating issues appropriately, and taking ownership of your work demonstrates responsibility.
• Ability to engage constructively with feedback promotes continuous improvement in performance and judgement.
• Commitment to operating within service standards upholds customer experience principles throughout all interactions.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates