Client Services

Job Description

Supports the Client Service teams to provides analytical support to clients, and work directly with clients to resolve their queries.

Role Responsibilities

• Acts as a first point of contact for clients, taking ownership for the resolution of their basic queries
• Drafts and distributes communications to clients regarding new products and services, service enhancements and disruptions, contractual licensing, and user permissions
• Supports the onboarding process for new clients in conjunction with the Sales teams, identifying client training opportunities where necessary
• Builds relationships with internal and external stakeholders, ensuring clients receive the best possible service
• Analyses client queries and requests, extracting bespoke data when necessary, and escalating complex issues
• Assists in the production of regular external client reports in line with business requirements and global reporting standards

Minimum Requirements

Some experience in client service and/or relationship management roles.

Knowledge, Skills and Experience Required

• 1-3 years previous Financial Services experience in client role
• Confident and articulate telephone manner
• Excellent Microsoft Office skills (Word/Powerpoint/Excel etc)
• Excellent attention to detail
• Excellent interpersonal and communication skills

We are proud to be an equal opportunity employer. We do not discriminate against individuals on the basis of race, gender, age, citizenship, religion, sexual orientation, gender identity or expression, disability, or any other legally protected factor. We value the unique talents of all our people, who come from diverse backgrounds with different personal experiences and points of view and we are committed to providing an environment of mutual respect.

Additional Information

This job description is only describing the main activities within a certain role and is not exhaustive. It does not prevent to add more tasks, projects.