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Corporate Client Services Associate (14306)

Investec London, United Kingdom
Posted 2 hours ago Permanent Competitive

Corporate Client Services Associate (14306)

Investec London, United Kingdom
Corporate Client Services Associate (14306)
Investec - Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Investec are looking for a Corporate Client Services Associate within Corporate Banking to help deliver the high-touch, personal experience to our clients that sets us apart.

Supporting UK and European corporate clients across foreign exchange, fund FX, commodities, rates, money markets, funding partnerships and lending activity, you will take ownership of clients' needs following a transaction and throughout the wider client lifecycle. This is not a traditional high-volume contact-centre position. It is an opportunity to build genuine client relationships, use your judgement and ensure every client feels understood, valued and genuinely looked after.

You will join the Corporate Treasury Client Services team, working closely with Relationship Directors, Service Managers, trading desks and specialist teams across the bank. The role offers broad exposure, meaningful responsibility and the opportunity to develop your career within Client Services.

What will I be doing?
  • Take ownership of client enquiries from initial contact through to resolution, coordinating colleagues across the bank and keeping clients informed throughout.
  • Build trusted relationships by understanding each client's business, looking beyond the immediate query and identifying what they genuinely need.
  • Support clients with payment, platform and servicing queries across a broad range of corporate banking products and markets.
  • Help clients use Investec's IX self-service platform confidently, including providing system demonstrations and practical guidance.
  • Work closely with Relationship Directors, Service Managers, front-office teams and other specialists to deliver a joined-up client experience.
  • Manage client requests, calls and emails effectively, prioritising activity according to urgency and client impact.
  • Resolve matters such as non-receipt of funds, unsigned confirmations and client audit report requests accurately and promptly.
  • Identify recurring issues, use client feedback to improve the service and escalate quickly when delivery or the client experience is at risk.

What are we looking for?

Personality and approach are central to success in this role. You do not need deep product or transactional banking knowledge. We are looking for someone who brings energy, confidence, empathy and curiosity, and who takes genuine ownership of delivering the right outcome for the client.

What's Essential?
  • Experience in a genuinely client-facing service role eg. a junior Relationship Manager, with evidence of building rapport and going beyond simply processing customer queries.
  • A strong sense of personal ownership, with the persistence to manage issues through to resolution and follow through on commitments.
  • Clear, confident and adaptable communication skills, with the ability to build trusted relationships with clients and colleagues.
  • Empathy and curiosity, including the ability to explore what sits behind a client's immediate request and understand what matters to them.
  • Sound judgement, analytical thinking and practical troubleshooting skills, supported by strong attention to detail.
  • The ability to remain calm under pressure and manage complex or competing client requirements effectively.
  • An energetic, enthusiastic and self-motivated approach, with the ability to work independently and collaboratively.
  • Integrity, risk awareness and a commitment to treating customers fairly, alongside proficiency in Microsoft Word, Excel, PowerPoint, Teams and Outlook.

What's Desirable?
  • Experience within corporate banking, private banking, financial services customer servicing or relationship support.
  • An understanding of financial services regulation and the importance of operational risk.
  • The ability to explain information simply and clearly without relying on jargon.
  • Confidence to challenge existing approaches constructively and suggest practical improvements.
  • An outgoing, motivated approach and a willingness to take initiative.
  • Strong organisation and multitasking skills, with a consistently detail-focused approach.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

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. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. 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. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

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.
Job ID  14306
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