Client Solutions Associate / Assistant Vice President (FinTech)

JR United Kingdom; Slough; On-site; GBP 40,000 - 65,000; Full time

Job summary

A leading FinTech company seeks a Client Solutions Associate / Assistant Vice President to ensure successful client onboarding and satisfaction. The ideal candidate will manage projects, drive system adoption, and cultivate relationships, leveraging strong project management skills and a penchant for financial technology.

Qualifications

• 2-8 years of experience in account management or related fields.
• Strong project and client management experience.
• Knowledge of private equity and venture capital accounting preferred.

Responsibilities

• Act as project manager for timely client onboarding and ensure system adoption.
• Understand client use cases and advise on system usage.
• Lead client meetings and ensure on-time deliveries.

Skills

Project Management

Client Management

Problem Solving

Communication

Job description

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Client Solutions Associate / Assistant Vice President (FinTech), slough

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Client:

Quantium

Location:

slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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 as well as ensuring system adoption post implementation.

To succeed in this role, experience in successfully coordinating with internal team as well as external client account management are important. You will leverage your interpersonal skills to cultivate strong relationships with clients.

If you are passionate about financial technology, and are result-driven & 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 & usage of system;
• Understand client use cases to ensure proper scoping of projects, advise clients on most appropriate system usage, data input approach as well as 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;
• Ensure to provide proper work plan and task breakdown, and coordinate with internal teams to ensure timely data migration and report configurations;
• Obtain thorough understanding of the Quantium system;
• Advocate and build excellence in client servicing amongst all team members;
• Proactively makes initiatives and implement changes to increase team efficiency.

REQUIREMENTS AND QUALIFICATIONS

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