Senior Client Services & Operations Analyst

Y TREE; Greater London; Hybrid; GBP 32,000 - 34,000; Full time

Job summary

A growing WealthTech company located in Soho, London is seeking a proactive Senior Client Services Analyst. In this role, you will manage client-related operational functions with autonomy, ensuring precision in account transfers, cash movements, and invoicing. Ideal candidates will have 12-24 months of experience in financial services and possess a 2:1 degree or higher. Join us to support client engagement and enhance personal finance experiences while enjoying flexible work arrangements and comprehensive employee benefits.

Benefits

Private healthcare plan

Mental health support

Family-friendly policies

Generous pension contributions

25 days annual leave

Team socials

Dog-friendly office

Qualifications

• 12-24 months of work experience in financial services.
• Energetic self-starter with a focus on autonomy.
• CII qualifications preferable but not essential.

Responsibilities

• Execute account transfers and manage escalations.
• Act as operational liaison for client cash movements.
• Manage invoicing and fund collection.

Skills

Financial services administration

Excellent interpersonal communication

Attention to detail

Team collaboration

Proactive problem-solving

Education

2:1 or higher degree

Job description

A growing WealthTech company located in Soho, London is seeking a proactive Senior Client Services Analyst. In this role, you will manage client-related operational functions with autonomy, ensuring precision in account transfers, cash movements, and invoicing. Ideal candidates will have 12-24 months of experience in financial services and possess a 2:1 degree or higher. Join us to support client engagement and enhance personal finance experiences while enjoying flexible work arrangements and comprehensive employee benefits.