Platform Operations and Client Services Analyst

PATRIZIA; City Of London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading global real assets partner in London seeks a detail-oriented Client Services Analyst to support operational excellence and improve data processes within the Client Services Team. This full-time role involves managing client services documentation, ensuring data quality in Salesforce, and driving platform improvements. Ideal for individuals with client servicing experience and strong organizational skills, offering development opportunities to grow within the Client Division.

Qualifications

• Prior experience in client servicing operations or data management preferred.
• Familiarity with Salesforce and digital platforms is advantageous.
• Strong organizational and communication skills.
• Ability to manage multiple priorities independently and meet deadlines.
• High attention to detail and commitment to data security and integrity.
• Team-oriented mindset with a proactive approach to problem-solving.
• Experience in project management and implementing client service tools is desirable.

Responsibilities

• Manage myPATRIZIA platform operations and documentation.
• Act as liaison for internal queries related to myPATRIZIA.
• Support Salesforce data quality initiatives.
• Drive improvements in Client Services documentation.
• Maintain oversight of Client Services team inbox.
• Deliver administrative outputs like fee rebate letters.

Skills

Customer Service

Client Expectations

Client Requirements

Client Support

Action Plans

Issue Resolution

Account Management

Client Relationships

Service Delivery

Client Management

Procedures

Service Level Agreements

New Clients

Tools

Salesforce

Job description

A leading global real assets partner in London seeks a detail-oriented Client Services Analyst to support operational excellence and improve data processes within the Client Services Team. This full-time role involves managing client services documentation, ensuring data quality in Salesforce, and driving platform improvements. Ideal for individuals with client servicing experience and strong organizational skills, offering development opportunities to grow within the Client Division.