Complete structured onboarding and training
Build a strong understanding of Transfer Agency products and processes
Develop confidence in client communication and service delivery
Learn how to manage workload, priorities, and service standards
Receive regular feedback and support from experienced colleagues
Gain exposure to different teams through planned rotations
Respond to client queries via phone, email, and workflow systems in a professional and timely manner
Monitor shared mailboxes and workflow queues to ensure queries are tracked and prioritised effectively
Support the coordination of client instructions with internal operational teams
Assist with escalated queries, learning how issues are resolved and prevented
Build an understanding of service standards, SLAs, and regulatory requirements
Develop strong relationships with internal teams and client contacts
Contribute ideas to improve service quality and client experience as confidence grows

A bachelor’s degree in business, Finance, Economics, Commerce, Accounting, or a related discipline, with a good academic record
An interest in financial services, client servicing, or operations
Strong written and verbal communication skills
Ability to manage tasks, prioritise work, and adapt to changing demands
High attention to detail and accuracy
Confidence in using Microsoft Office applications
A positive attitude, curiosity, and willingness to learn
Alignment with our core values: Excellence, Integrity & Respect, and Teamwork

Graduate Client Services Analyst

Key skills