Client Services Associate

Optio Incentives; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in financial services is looking for a Client Services Associate to help clients achieve their financial aspirations through effective use of their platform. This role provides an opportunity to develop expertise in equity-based compensation, financial systems, and client relationships while working in a dynamic and innovative environment that values growth.

Benefits

Flexible remote work options

Career growth and development opportunities

Competitive salary and benefits package

Qualifications

• Recent graduates or early in their career, ideally within Finance.
• Data analytical mindset essential.
• Fluency in English and tech-savvy mindset required.

Responsibilities

• Guide clients in managing equity compensation programs.
• Support client onboarding and provide ongoing assistance.
• Analyze financial data and enhance processes.

Skills

Analytical skills

Communication

Relationship-building

Problem-solving

Attention to detail

Education

Recent graduate or early career in Finance

Tools

Excel

Job description

Join to apply for the Client Services Associate role at Optio Incentives

Join to apply for the Client Services Associate role at Optio Incentives

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Optio Incentives

Since 2018, Optio Incentives has been simplifying the complexities of equity compensation plans through innovative software and expert guidance. We manage over equity programs globally for private and publicly listed companies, enabling them to stay compliant, manage equity efficiently, and unlock the full potential of their employee incentive programs.

The Role

As a Client Services Associate, you’ll play a crucial role in ensuring our clients achieve their financial goals through effective use of our platform. This position offers a unique opportunity to develop your expertise in equity-based compensation, financial systems, and customer relations while contributing to the success of dynamic startups and established industry leaders.

Key Responsibilities

• Develop a deep understanding of equity compensation and guide clients in managing their programs.
• Support client onboarding and provide ongoing assistance to ensure they maximize our platform’s value.
• Analyze financial data, monitor results, and enhance processes for improved efficiency.
• Collaborate across teams to shape our product and refine the customer journey.
• Build and maintain strong client relationships, ensuring their long-term success with Optio.

To excel as a Client Services Associate at Optio, you’ll need a blend of interpersonal and analytical skills. Strong communication and relationship-building abilities will enable you to connect with clients and understand their unique needs, while your analytical mindset will help you navigate financial data and solve complex challenges. This role requires adaptability, attention to detail, and a passion for delivering exceptional service in a fast-paced, finance-driven environment.

Qualifications

• Are recent graduates or early in their career, ideally within the world of Finance
• Have an interest in finance, business, or customer success, and ready to take on meaningful responsibility
• Data analytical mindset, allowing data to drive your decision making
• Strong skills in tools such as Excel
• Excel in a team environment but can also work independently when required.
• Are fluent in English (additional languages are an advantage)
• Have a tech-savvy mindset, strong problem-solving skills, and a proactive attitude.

Why Join Optio?

• A defined career path with opportunities for rapid growth and development.
• A competitive salary and benefits package, including share options.
• Flexibility with remote work options to support a healthy work-life balance.
• A dynamic, international work environment that prioritizes innovation, collaboration, and personal growth.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Administrative, and Finance

• Industries

  Financial Services and Software Development

Referrals increase your chances of interviewing at Optio Incentives by 2x

Get notified about new Client Services Associate jobs in London Area, United Kingdom.

London, England, United Kingdom 6 days ago

London, England, United Kingdom 6 days ago

London, England, United Kingdom 1 week ago

Clienteling Associate, Client Experience EMEA

London, England, United Kingdom 1 week ago

Institutional Client Onboarding Associate

London, England, United Kingdom 2 weeks ago

Contracts and Confirmation Administrator

Associate, Client Service (Graduates - Immediate Start)

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 3 days ago

Temporary Executive Assistant, Private Equity - Immediately Available

London Area, United Kingdom £24.00-£28.00 23 hours ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 6 days ago

London, England, United Kingdom 6 days ago

Associate, Client Service (Graduates - Immediate Start)

London, England, United Kingdom 1 day ago

London, England, United Kingdom 4 days ago

Client Service Assistant (eBilling and Collections)

London, England, United Kingdom 1 day ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 4 hours ago

Goldman Sachs Asset & Wealth Management - Strategic Client Services Associate- London

London, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.