Client Success & Onboarding Specialist

MerQube Inc; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

MerQube Inc. is seeking a Client Services Associate to support and ultimately own client relationships across their lifecycle. You will collaborate with Sales, Legal, Product, and Finance to manage contracting, onboarding, launches, and reporting while maintaining pipeline visibility.

The role blends relationship management with execution, requiring proactive problem solving, clear communication, and careful coordination across multiple workstreams in a fast-paced, global fintech environment.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• 2–4 years in client services, account management, financial services, indexing, or asset management.
• Strong interest in financial markets and index-linked products.
• Familiarity with ETFs and index-linked products is preferred.
• Excellent client-facing communication, both written and verbal.

Responsibilities

• Develop understanding of assigned clients, stakeholders, projects, and product usage.
• Serve as an independent point of contact for day-to-day client needs.
• Maintain visibility across client activity and upcoming launches; track deliverables.
• Coordinate internally to resolve client questions and issues quickly.
• Identify relationship risks and opportunities for expanded engagement.
• Over time, own client relationships and ensure a high-quality experience.

Skills

Client services

Account management

Financial markets

ETFs exposure

Effective communication

Cross-functional collaboration

Problem solving

Organization

CRM proficiency

Education

Bachelor's degree

Tools

Salesforce

Job description

MerQube Inc. is seeking a Client Services Associate to support and ultimately own client relationships across their lifecycle. You will collaborate with Sales, Legal, Product, and Finance to manage contracting, onboarding, launches, and reporting while maintaining pipeline visibility.

The role blends relationship management with execution, requiring proactive problem solving, clear communication, and careful coordination across multiple workstreams in a fast-paced, global fintech environment.