Client Services Associate

Proxymity; Manchester; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

Join a dynamic and supportive FinTech company that is revolutionizing investor communications. As a Client Service Associate, you'll play a crucial role in delivering exceptional client service by proactively managing issues and fostering positive relationships. This position offers the chance to work in a fast-paced environment, where your problem-solving skills will shine as you navigate complex queries. With a commitment to professional growth, the company provides a hybrid working scheme and numerous benefits, including a workation policy that allows you to work from anywhere in the world for up to 45 days a year. Be part of a growing team and make a meaningful impact in the financial sector.

Benefits

Headspace subscription

Birthday off

Access to Absorb Learning

Improved family-friendly policies

Choose your tech

2 duvet days a year

1 volunteer day a year

4-week sabbatical after 4 years

Workation policy

Companywide parties twice a year

Qualifications

• Strong communication and organizational skills are essential for this role.
• Experience in customer service and finance is highly desired.

Responsibilities

• Serve as the main contact for clients, managing queries and issues.
• Collaborate with teams to ensure successful project execution.

Skills

Excellent communication skills

Organizational skills

Problem-solving skills

Ability to work under pressure

Education

Experience in Customer Service

Experience in finance/proxy fields

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:

1. Being the point of contact between the client and the business.
2. Work both independently and collaboratively to assist clients by responding to complex queries, which can be via phone, email, or other query means.
3. Establish a relationship with clients to build trust and foster positive collaboration.
4. Take accountability for issues worked on, in turn providing regular updates to both external and internal parties.
5. Identify trends in queries raised; work with the client to educate or liaise with internal teams to close gaps.
6. Escalate risk issues promptly to managers.
7. Collaborate with the team and/or manager to conduct root-cause analysis and implement remediation fixes.
8. Work alongside other teams to ensure the successful execution of projects.

Qualifications:

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

Benefits:

1. Headspace subscription
2. Birthday off in addition to annual leave
3. Access to Absorb Learning
4. Improved family-friendly policies
5. Hybrid working scheme
6. Choose your tech
7. 2 duvet days a year
8. 1 volunteer day a year
9. 4-week sabbatical after 4 years at Proxymity
10. Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
11. Companywide parties twice a year
12. Team socials