Client Solutions Associate / Assistant Vice President (FinTech)

JR United Kingdom; City Of London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading FinTech company is seeking a Client Solutions Associate / AVP to ensure successful client onboarding and manage ongoing client relationships. In this role, you will leverage your project management skills to facilitate system implementation and maintain healthy client engagements. Ideal candidates will have experience in account management, a strong understanding of financial technology, and excellent problem-solving abilities.

Qualifications

• 2-8 years of experience in account management or related fields.
• Strong project and client management experience.
• Interest in financial technology industry.

Responsibilities

• Act as project manager for client onboarding.
• Ensure timely implementation and client system adoption.
• Lead client meetings and monitor project status.

Skills

Project Management

Client Management

Communication

Problem-Solving

Job description

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Client Solutions Associate / Assistant Vice President (FinTech), London (City of London)

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Client:

Quantium

Location:

London (City of London), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

ABOUT US

Quantium is an all-in-one investment management software designed specifically for modern private market managers. Our easy-to-use platform streamlines investment administration, performance analytics, data aggregation, and investor reporting. We serve some of the most prominent private asset managers across the world with over $75 billion client assets under our platform. Quantium is scaling our products and reach to delight more customers and is looking to add talented members across engineering, business development, and client support teams.

JOB BRIEF

We are looking for a Client Solutions Associate and an AVP with client success and project management experience to lead new client onboarding as well as servicing existing clients. Your role will be to ensure on-time and successful client implementation through project scoping, stakeholder management, and system adoption post-implementation.

To succeed in this role, experience in coordinating with internal teams and external client account management is important. You will leverage your interpersonal skills to cultivate strong relationships with clients.

If you are passionate about financial technology, result-driven, and motivated to make a difference, take a bold step toward Quantium. We’d like to speak to you.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Act as project manager to ensure timely onboarding of new client implementation, healthy adoption, and usage of system;
• Understand client use cases to ensure proper scoping of projects, advise clients on system usage, data input, and output configurations;
• Map with key client accounts to resolve difficult situations and achieve win-win results;
• Lead client meetings and provide regular updates on project status, align on priorities, and ensure on-time deliveries;
• Provide work plans and task breakdowns, coordinate with internal teams for data migration and report configurations;
• Obtain thorough understanding of the Quantium system;
• Advocate and build excellence in client servicing among all team members;
• Proactively initiate and implement changes to increase team efficiency.

REQUIREMENTS AND QUALIFICATIONS

• 2-8 years of experience in account management, management consulting, or related fields;
• Strong project and client management experience;
• Knowledge of private equity and venture capital accounting (preferred);
• Experience with IT system implementation (gathering user requirements, handling enhancement requests, training) is a plus;
• Excellent communication and problem-solving skills, with the ability to handle difficult client situations;
• Interest in financial technology industry, with a clear rationale for transitioning from other industries if applicable.