Client Data Analyst

Y TREE; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A rapidly growing FinTech business in London is seeking a Client Data Analyst to ensure efficient and accurate ingestion of client data. The ideal candidate will have strong Excel skills, a proactive approach, and excellent communication abilities. This role provides an opportunity to grow in a dynamic environment and contribute to our innovative approach to personal finance.

Benefits

Private healthcare plan with discounts

Support for mental health and wellbeing

25 days annual leave

Regular team socials

Dog-friendly office

3% employer pension contribution

Family-friendly policies

Support for professional qualifications

Electric car schemes

Qualifications

• Comfortable with numbers, basic Excel and financial maths.
• Ability to leverage technology to automate tasks.
• Methodical and detail-oriented approach to work.
• Excellent interpersonal communication skills.

Responsibilities

• Ensure efficient and accurate ingestion of client data.
• Proactively communicate with third-party providers.
• Coordinate and prioritize data requests.
• Maintain strong internal communication.

Skills

Excel proficiency

Financial maths

Interpersonal communication

Process efficiency identification

Proactive approach

Tools

G Suite (G Sheets, G Slides)

Job description

Overview of Y TREE

We are a rapidly growing FinTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.

We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.

Role Overview

Maintaining accurate and up to date data is central to our business, and underpins everything that we do for our clients. The nature of the information being handled and the profile of our clients means candidates must possess high levels of integrity and maturity in order to be considered, as they will be afforded privileged access to highly confidential information.

As a Client Data Analyst, you'll be at the forefront of streamlining the onboarding process for client data, ensuring efficiency and accuracy every step of the way. In our fast-paced environment, you'll have the opportunity to grow your career, take on increasing responsibilities, and advance rapidly as we continue to expand and evolve. This role is an ideal opportunity for those seeking hands-on growth and learning experiences, offering a unique chance to thrive in our distinctive approach to personal finance.

The Role

• As a Client Data Analyst, your primary responsibility is to ensure the efficient and accurate ingestion of client data into our internal back office systems.

• A significant part of your role will involve daily administrative tasks, including proactively calling and emailing third-party providers such as banks and wealth managers to obtain requested client data. You will be responsible for tracking these communications and ensuring all necessary information is collected in a timely manner.

• Working under the guidance of your team leader and collaboratively with the team, you'll be responsible for efficiently managing, coordinating, and prioritising data requests lodged with providers.

• You'll also play a key role in maintaining strong internal communication, providing regular updates to internal stakeholders to keep the team informed about data collection progress

About You

• We expect you to be comfortable with numbers, including basic Excel and financial maths, so that you'll adeptly handle numerical data as part of your daily responsibilities. That being said, a big plus will be your proficiency in G Suite (G Sheets and G Slides).

• We want you to have a knack for identifying process efficiencies and being keen to leverage technology (we are a Tech company!) to automate tasks, driving scalability and effectiveness.

• We are not a big financial institution (yet!) so you will need to be solutions-led and have a proactive approach and ability to proactively seek answers.

• We would like you to have a methodical and detail-orientated approach to work.

• We embrace a flat hierarchy and ego-free environment valuing collaboration, inclusivity and mutual respect, and we would like you to share our values and have a people-centred approach.

• To excel in this role, you should possess excellent interpersonal communication skills and be highly responsive to inquiries and requests.

• If you thrive in an organised environment, finding satisfaction in completing tasks and ticking off lists - we’ll find the common language!

• We’re looking for an energetic self-starter, who thrives on autonomy, adept at prioritising tasks and meeting deadlines with ease.

• Being confident and tenacious in your dealings with external parties, you'll be expected to represent our company professionally and effectively.

What's in it for you?

• Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.

• Support for your mental health and wellbeing through our employee assistance programme.

• 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.

• Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.

• A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.

• A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrifice

• As well as, a range of family-friendly policies, support towards professional qualifications, electric car schemes and more!

Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.