Client Services Associate
Client Services Associate
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Job Description
Key Accountabilities
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
Your profile
3 years previous Financial Services experience in a Client Services role
Confident and articulate telephone manner
Excellent Microsoft Office skills (Word/Powerpoint/Excel etc)
Excellent attention to detail
Strong financial background
High standards of service delivery to clients and ability to create strong relationships
Strong analytical and organization skills and problemsolving attitude
Experienced with project management and ability to monitor
Strong verbal communication skills both internally and externally
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.
Required Experience:
IC
Employment Type
Full-Time
