Graduate Client Analyst in fintech!

Katie Bard & Angela Mortimer Plc; Birmingham; On-site; GBP 17,000 - 28,000; Full time

Job summary

Katie Bard & Angela Mortimer Plc seeks a Client Analyst in Birmingham to join a fast-growing fin-tech team. You will handle client queries, develop reports, and improve processes with a focus on accuracy and initiative.

The role requires 12 months of similar office-based experience, a degree (or equivalent), and strong Excel and PowerPoint abilities. The position is permanent, paying up to £28,000.

Qualifications

• Education at degree level or equivalent.
• 12 months experience in a similar office-based role.
• Proficient with Excel and able to produce reports and presentations.

Responsibilities

• Produce executive and summary reports for clients and internal teams.
• Develop and improve processes to enhance service delivery.
• Build and manage key relationships with clients and internal stakeholders.
• Involved in invoicing, billing information, and drafting service reviews/agreements.
• Collate and manage compliance paperwork and set up new clients on systems.

Skills

Numeracy

Attention to detail

Client relationship management

Analytical thinking

Education

Degree level education or equivalent

Tools

Excel

PowerPoint

Job description

A slick boutique fin-tech business is recruiting an enthusiastic, numerate and lateral thinking Client Analyst to join their Birmingham team. This is an outstanding opportunity to join a fast-growing business and really build on your existing experience!

You will be part of an ambitious and passionate team and will be working with clients and your internal teams to provide the highest quality solutions to their queries. You will be working across multiple products in their range and will work with closely with their clients to seek out the problems and resolve them in innovative and effective ways. You will improving and developing processes, producing executive and summary reports as well as most importantly developing key relationships with new and existing clients.

As well as the problem solving and client relationship side you will also be involved in some of the more financial and technical aspects including calculating invoicing and billing information, drafting service reviews and agreements, collating and managing the compliance paperwork and setting up new clients on their systems.

You will need to have a keen eye for detail and enjoy working under your own initiative to deadlines. The role would suit someone with strong corporate client experience as well as solid legal/ compliance interest - gained through study or from work experience.

The ideal candidate will be educated to degree level (or equivalent), who has 12 months experience in a similar office based role. You will be highly proficient with Excel, and be able to produce professional reports and presentations in PowerPoint.

This position is a permanent position, paying up to £28,000!