Client Services Associate

Meraki Talent; City of Edinburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the financial services industry is seeking a Business Manager to join their Edinburgh office. The successful candidate will manage client relationships and ensure operational excellence within the team. You should have 2-3 years of relevant experience and a strong proficiency in Microsoft Office.

Qualifications

• 2-3 years of experience in client service or similar fields.
• Strong proficiency with Microsoft Office applications.
• Self-motivated with innovative problem-solving skills.

Responsibilities

• Post-sales client relationship management and delivering client requirements.
• Timely and accurate delivery of client deliverables.
• Drive continuous improvement in service offerings.

Skills

Client relationship management

Problem solving

Communication

Attention to detail

Tools

Microsoft Office

Job description

Direct message the job poster from Meraki Talent

Business Manager - Financial Services Contract

Client Service Associate

Edinburgh

9 Months

Competitive Day Rate

The UK Defined Contribution Pensions client experience is looking for a new team member to join them in the Edinburgh office. The DC CEM team consists of five Client Service Officers (“CSOs”) based in London and Edinburgh, who cover a variety of product offerings and asset classes for UK DC Platforms and DC Pension Schemes.

Key Responsibilities:

• Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
• Understanding clients’ needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
• Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
• Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
• Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
• Working closely with senior team members in achieving seamless client service for their strategic clients.
• Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
• Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
• Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
• Contribute to project initiatives that seek to improve service, effectiveness and efficiency, or which elevate the business, its products and our clients.
• Occasionally required to lead on projects representing the client and the team.

Background:

• 2-3 years of experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
• Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
• Capable of meeting deadlines and working independently on client projects and queries.
• Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
• Self-motivated with the ability to recognize when to escalate issues appropriately. Must be able to work collaboratively within a team and take on additional responsibilities as needed.
• Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues. Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Customer Service and Consulting

• Industries

  Financial Services and Investment Management

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