Client Services Associate

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

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
• Interest in Capital Markets, in particular swaps
• Educated to degree level in economics is preferred but not essential
• Confident and articulate telephone manner
• Excellent Microsoft Office skills (Word/Powerpoint/Excel etc)
• Excellent attention to detail
• Excellent interpersonal and communication skills
• Ability to work effectively both independently and as part of a team