Client Services Associate

Salary Finance; Greater London; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the financial wellbeing sector is seeking a Client Services Associate to join their Client Operations Team. This entry-level role involves assisting clients with their needs, troubleshooting issues, and ensuring satisfaction. Ideal for those looking to start a career in FinTech, the position offers a supportive environment and opportunities for growth.

Benefits

25 days holiday

Hybrid working arrangements

Generous company benefits

Enhanced family and pet friendly policies

Career development opportunities

Regular company socials

Volunteer days

Weekly snacks

Qualifications

• Degree educated or equivalent.
• Proven stakeholder engagement skills.
• Experience in financial services or tech company is a plus.

Responsibilities

• Build rapport with clients and internal teams.
• Address client queries promptly and effectively.
• Provide exceptional client support over the phone.

Skills

Organisational

Time Management

Project Management

Stakeholder Engagement

Client Interaction

Problem Solving

Communication

Education

Degree or equivalent

Tools

Google Software

Office Suite

Excel

Job description

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Working with employers, we provide a financial wellbeing platform as an employee benefit, helping employees to understand their money better, get out of debt faster and save for their future. We already have a reach of over 4,000,000 employees through our relationships with over 600 of the biggest companies in the UK.

By improving employee financial wellbeing, we have a very real and meaningful impact on people’s lives. We remove the stress and worry associated with financial difficulties by dramatically reducing the interest rates employees pay on their personal debt, and provide them with the tools needed to start saving sooner and be more financially secure. We are backed by some of the biggest brands, including investments from Blenheim Chalcot (the UK’s leading venture builder), Legal and General (the FTSE 100 insurer and asset manager), Experian and Goldman Sachs, and funding partnerships with JP Morgan and Virgin Money.

Launched in 2015, we have made excellent progress, and are scaling fast. We are named BITC’s Responsible Business of Year 2018, included in KPMG’s Global Fintech 100, listed top of the Forbes' list of socially-responsible startups, and profiled by the Financial Times, the Times, the Wall Street Journal, the Guardian, the Telegraph, CityAM and the Institute of Directors.

Your role in our mission

We’re looking for an enthusiastic Client Service Associate who is passionate about ensuring that our clients are really well looked after and supported. You will join our Client Operations Team reporting to the Client Operations Manager. You’ll learn our products inside out and build relationships with our clients to understand their needs, assist them with navigating our portal and troubleshoot any issues that arise. This is a great entry level opportunity for someone looking to break into the world of FinTechs and Client Servicing.

What you’ll do

• Building a good rapport with our clients and internal teams to develop good working relationships.
• Addressing client queries promptly and effectively within established timelines, keeping stakeholders updated and reassured throughout.
• Provide exceptional client support and assistance, over the phone when required, ensuring client satisfaction with every interaction.
• Overseeing client processes, identifying and troubleshooting issues as they arise in a timely manner.
• Assisting clients with their portal setup, ensuring seamless configuration changes to meet their specific payroll needs
• Proactively identifying and documenting any challenges impacting workflows, and collaborating cross-functionally to enhance them.
• Demonstrating strong prioritisation skills, aligning tasks with company objectives to maximise efficiency and effectiveness.

About you

• You are resilient, empathetic, collaborative, detail-oriented, and self-motivated with excellent organisational, time and project management skills.
• You enjoy interacting with clients on a daily basis, both over the phone and by email.
• You have proven stakeholder engagement skills, with the ability to collaborate with internal and external stakeholders across all seniority levels in a highly collaborative environment with a high growth, scale-up mentality.
• You delight in interacting with and solving problems for clients, going above and beyond to deliver world class service.
• You love to get involved – be it in solving a specific issue for a client at a point in time, or driving changes through to help us make our product better.
• You remain tactful and calm when having more challenging conversations with a client.
• You have excellent verbal, and written skills, and are capable of presenting complex concepts and information in an easy to understand format.
• You are degree educated or equivalent.

Awesome if

• You have experience in a financial services or tech company.
• You have experience in B2B client servicing
• Proficient in google software and office suite, with a grasp of core Excel functions.

Who you are

We embrace our differences, but there’s one thing we like to share, which is our values, so it’s important to us that you are:

• Fearless, and able to make the impossible possible.
• Responsible, and want to help build a business that delivers a meaningful difference to society.
• Dedicated and want to commit to an exciting journey even through the highs and lows.
• Empathetic and truly care about every colleague and customer.
• United, because you understand we achieve more when we work as a team.
• Humble, and take feedback as a way to continuously improve.

What do you get for all your hard work?

• 25 days holiday with an extra day off on your birthday
• Hybrid working arrangements so you can work from the office and from home with a budget to help you get set up
• Generous company benefits to include pension and life assurance and an annual allowance to spend on medical insurance, health cash plan, denplan, gym memberships
• Enhanced policies that are family and pet friendly, to include company sick pay and peternity leave
• Great career development in a fast paced environment
• Regular company socials
• Volunteer days as part of our CSR program
• More great perks to include weekly snacks, tuckshop, cycle to work, help to save and much more!

The typical interview process

• Phone call with our Talent Manager - 20 mins
• Video interview with Hiring Manager - 30 mins
• Case Study to give you a taster of the role - 45 mins

We’re looking for people that will get stuck in and make a difference. We have a great collaborative, entrepreneurial team and are passionate about what we do. If you want to join a team that is changing people’s lives for the better then we’d love to hear from you.

Learn more at salaryfinance.com

Salary Finance is proud to be an equal opportunities employer. We celebrate diversity and are committed to creating an inclusive work environment where all employees and applicants can flourish.

If there’s anything we can do to accommodate your specific situation, please let us know.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Other

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