About this role
Overview of the role We are seeking a motivated Associate to join our Client Success team. This is an entry-level role, ideal for someone looking to start their career in financial services.
- The successful candidate will support the delivery of an exceptional client experience, handle day-to-day client enquiries, and help ensure client requests are processed accurately and on time.
- Working closely with Senior Associates and the wider team, you will build a strong understanding of our products, processes and regulatory environment.
- Full training and ongoing development will be provided.
- Act as a point of contact for client enquiries by phone, email and other channels, responding promptly and professionally.
- Resolve routine enquiries and issues, escalating more complex matters to Senior Associates or the relevant team.
- Process client requests accurately and within agreed timeframes, following established procedures and controls.
- Liaise with Operations, Compliance, Tech and other teams to progress client requests and keep clients informed.
- Support the monitoring of service levels and help ensure adherence to agreed SLAs.
- Record client feedback and recurring issues, and share observations that could improve the client experience.
- Contribute to team initiatives, process documentation, process improvements and ad hoc projects.
- Complete all mandatory training and develop knowledge of our products, services and the regulatory framework we operate within.