Client Services Specialist - Onboarding & Compliance

Corpay Cross Border

Saint Helier

On-site

GBP 30,000 - 45,000

Full time

14 days+
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Benefits offered by this job

Life insurance
Pension (4%)
Private healthcare
25 days holiday
Team socials

Job summary

Corpay is currently hiring a Client Services Analyst in our Private Markets division (Alpha Group) based in St. Helier, Jersey.

You will support clients across Europe, focusing on onboarding, compliance and general client service, communicating via email and phone, and maintaining accurate client records in Salesforce. You will work closely with Compliance, Sales, Finance, and other internal teams to resolve queries and manage the client lifecycle, ensuring high service levels and timely

Qualifications

  • 1-3 years of experience in a client facing / customer service orientated role.
  • Previous experience in financial services, fund management, compliance, fintech, payments or a client‑facing environment would be advantageous.
  • Proficiency using Salesforce would be beneficial.
  • Strong customer service and communication skills, with the ability to build positive client relationships.
  • Excellent organisation and prioritisation, with the ability to manage multiple requests in a fast‑paced environment.
  • Attention to detail, particularly when handling client, payment and transaction‑related queries.
  • Decisive and accountable, with confidence making appropriate decisions independently.
  • Collaborative and professional, able to work effectively with Sales, Dealing, Operations and other internal teams.

Responsibilities

  • Supporting clients across onboarding, compliance and general customer service queries.
  • Managing client onboarding cases, working closely with internal Compliance teams to ensure a smooth process.
  • Communicating directly with clients via email and phone, providing timely and professional support.
  • Managing and maintaining accurate client information and records within Salesforce.
  • Support periodic client reviews and refreshes, ensuring information remains up to date.
  • Handling ongoing client maintenance and account‑related requests.
  • Managing queries from existing clients and coordinate with relevant internal teams to resolve issues.
  • Working collaboratively through a shared inbox, prioritising and managing a varied volume of client requests.
  • Building strong client relationships and provide a high level of service throughout the client lifecycle.

Skills

Client facing experience
Salesforce
Excellent communication
Organisational skills

Tools

Salesforce

Job description

Corpay is currently hiring a Client Services Analyst in our Private Markets division (Alpha Group) based in St. Helier, Jersey.

You will support clients across Europe, focusing on onboarding, compliance and general client service, communicating via email and phone, and maintaining accurate client records in Salesforce. You will work closely with Compliance, Sales, Finance, and other internal teams to resolve queries and manage the client lifecycle, ensuring high service levels and timely

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