Client Services Analyst

Posted 09 July 2021
Salary £50000 - £60000 per annum
Location
Job type Permanent
Discipline Banking Operations
ReferenceSDCSAGH01_1625820578
Contact NameScott Duerden

Job description

City based Clearing House are looking to recruit a Client Services Analyst to act as the primary point of contact for the business, building relationships and contributing to the development of their business via customised service solutions. The primary focus of this role will be to onboard, service and retain their client base.

Main responsibilities of the Client Services Analyst will include;

  • To ensure that the company provides a best in class service experience to all stakeholders - resolution of client queries and requests as they arise
  • To abide by, and assist in the evolution of all policies and procedures governing the delivery of services to clients
  • To meet all regulatory and legal requirements
  • To ensure that client queries are dealt with in a professional and speedy manner
  • To ensure that your personal development matches the demands of the company
  • To keep abreast of all current technical, market and regulatory changes that could affect the company's ability to deliver service
  • To ensure that appropriate information is provided to management and to customers as required on a timely basis.
  • Margin calls and processing
  • Testing of system upgrades and service level enhancements
  • Support front line sales individuals to close new client business
  • Work with new clients and internal stakeholders to ensure that the on-boarding process is as smooth as possible

To be considered for this position, ideal candidates must have the following experience & skills;

  • At least 2 - 3 years' product knowledge - ideally ETD & CFD's, ideally from a Clearing background
  • A minimum of 1 year in a client facing role
  • Maintain effective oral and written communication
  • Produce detailed reports and other written material of a technical and or complex nature where appropriate
  • Plan, implement and control a project with appropriate monitoring
  • Maintain awareness of organisational dynamics and contribute to communicating appropriate processes and for the organisation
  • Give support to the communication of appropriate policies and processes for the development of the organisational strategy
  • Develop knowledge regarding the position of the Company in the industry and in the overall political economic and regulatory environment
  • Maintain comprehensive knowledge of products and services in own areas of responsibility and relevant services used by customers