Client Services Associate

Proxymity; Manchester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading FinTech company is looking for a Client Service Associate to deliver high-quality client service and proactive issue management. In this role, you will act as the primary contact for clients, ensuring their needs are met while fostering positive relationships. You will handle complex queries, provide regular updates, and collaborate across teams to enhance service delivery.

Benefits

Headspace subscription

Birthday off in addition to annual leave

Access to Absorb Learning

Improved family-friendly policies

Choose your tech

4-week sabbatical after 4 years

Workation policy

Companywide parties twice a year

Team socials

Qualifications

• Experience in a Customer Service role in a similar field desired.
• Experience of working in or with an operations team in finance/proxy fields beneficial.

Responsibilities

• Point of contact between the client and the business.
• Respond to complex queries via various communication means.
• Control accountabilities for issues worked on.

Skills

Communication

Problem Solving

Organizational Skills

Client Relationship Management

Job description

Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants.

About Proxymity

Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions.

Proxymity’s service offering is now a Global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last four years with a global footprint in London, New York, Tel-Aviv, Melbourne.

The role:

Within this role you will deliver professional client service by providing proactive issue management ensuring the resolution of all issues with clients on a timely basis, adhering to service level agreements and escalating to management, when needed.

The Client Service Associate is responsible for client reporting including detailed MIS, and for prioritising queries and tasks according to volumes, complexity, sensitivity, and risk. This is an opportunity to join a growing FinTech community and contribute to a dynamic and supportive team.

Responsibilities will include:

• Being the point of contact between the client and the business.
• Work both independently and collaboratively to assist clients by responding to complex queries, which can be via phone, email, or other query means.
• Establish a relationship with clients to build trust and foster positive collaboration.
• Take accountability for issues worked on, in turn providing regular updates to both external and internal parties
• Identify trends in queries raised; work with the client to educate or liaise with internal teams to close gaps.
• Escalate risk issues promptly to managers.

• Collaborate with the team and/or manager to conduct root-cause analysis and implement remediation fixes.
• Work alongside other teams to ensure the successful execution of projects.

• Excellent communicator, who is able to maintain a professional manner.
• Good concentration and organisational skills.
• Previous experience within a Customer Service role in a similar field desired.
• Experience of working in or with an operations team in the finance/proxy fields would be beneficial.
• Excellent problem solver with the ability to work under pressure.

• Headspace subscription
• Birthday off in addition to annual leave
• Access to Absorb Learning
• Improved family-friendly policies
• Hybrid working scheme
• Choose your tech
• 2 duvet days a year
• 1 volunteer day a year
• 4-week sabbatical after 4 years at Proxymity
• Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
• Companywide parties twice a year
• Team socials