Client Services Analyst

at  TreasurySpring

London, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate19 Feb, 2025Not Specified19 Nov, 2024N/AFinancial Markets,Interpersonal Skills,Economics,Administrative Skills,FinanceNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

TreasurySpring is the product of an obsession with fixing the fundamental structural problems in money markets. Our fascination with the sector began painfully, during the Global Financial Crisis of 2008, where we had a front-row seat to watch the evaporation of liquidity in fixed income and the near collapse of the entire short-dated funding markets.
We have been on a mission to help deliver more sustainable solutions for the money markets ever since, and we launched TreasurySpring in 2018 to offer institutional clients a single gateway to the broadest range of the best risk-adjusted cash investment options. As a fast-growing London-based financial technology company, we deliver a unique solution to a global multi-trillion-dollar problem.
Our regulated Fixed-Term Fund platform delivers new digital pipelines to connect cash-rich firms to institutional borrowers. Clients include large Private Equity funds, Asset Managers, listed Corporates, high-growth tech companies and many more.
Learn more about why we do what we do here.
The role: Client Services Analyst
TreasurySpring’s ambitious growth plans in 2025 and beyond sees the company expanding into new regions of Europe and the United States of America. The Client Services team is part of a new Client Success function, set up to support our clients from over 25 countries. The team’s broad remit covers all clients’ time-critical queries and acting as a Relationship Management function for low touch clients, helping them to get the most from our award-winning investment platform. Consistent and reliable Client Services coverage is essential to maintaining TreasurySpring’s brand reputation and client relationship, and the Client Services Analyst will come and help to shape the new team to achieve this.

What you’ll do: Responsibilities

  • Handle and resolve client inquiries swiftly and accurately through our multiple contact channels. You’ll find every day to be different, with queries ranging from questions about clients’ investments, operational aspects, or more broadly about financial markets.
  • Maintain high levels of client satisfaction by providing timely and effective support. The Client Services team works in 08:00 to 16:00 or 09:00 to 18:00 shifts, ensuring support is available across our clients’ different time zones.
  • Identify and address potential issues before they escalate, proactive monitoring and client feedback
  • Develop and maintain a comprehensive knowledge base and training materials for clients
  • Manage day-to-day relationship management of clients with a higher level of self-sufficiency in using the platform. You’ll get to know many different clients and their teams, learning about some of the quickest growing startups and their businesses.
  • Gather and analyse client feedback to identify areas for improvement, collaborating with internal teams. You’ll be empowered to make a real impact to clients’ experiences.
  • Track and report on key performance metrics related to client support and platform usage, providing insights and recommendations for operational improvements.
  • Contribute to weekly/monthly reports
  • Champion your own development. Management will give you the support you need to grow your knowledge, skills and confidence. We want someone that’s hungry for opportunity. In return, you’ll find your responsibilities increase and your career progress.

What we’re looking for: Requirements

  • Degree in Economics or Finance beneficial, but not essential. We want someone who can demonstrate a genuine passion about financial markets.
  • Strong communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels.
  • Good customer care skills
  • Attention to detail
  • Good organisational skills
  • Ability to work under pressure
  • Great administrative skills
  • Quick learner
  • Proactive / self-starter

Responsibilities:

  • Handle and resolve client inquiries swiftly and accurately through our multiple contact channels. You’ll find every day to be different, with queries ranging from questions about clients’ investments, operational aspects, or more broadly about financial markets.
  • Maintain high levels of client satisfaction by providing timely and effective support. The Client Services team works in 08:00 to 16:00 or 09:00 to 18:00 shifts, ensuring support is available across our clients’ different time zones.
  • Identify and address potential issues before they escalate, proactive monitoring and client feedback
  • Develop and maintain a comprehensive knowledge base and training materials for clients
  • Manage day-to-day relationship management of clients with a higher level of self-sufficiency in using the platform. You’ll get to know many different clients and their teams, learning about some of the quickest growing startups and their businesses.
  • Gather and analyse client feedback to identify areas for improvement, collaborating with internal teams. You’ll be empowered to make a real impact to clients’ experiences.
  • Track and report on key performance metrics related to client support and platform usage, providing insights and recommendations for operational improvements.
  • Contribute to weekly/monthly reports
  • Champion your own development. Management will give you the support you need to grow your knowledge, skills and confidence. We want someone that’s hungry for opportunity. In return, you’ll find your responsibilities increase and your career progress


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Economics, Finance

Proficient

1

London, United Kingdom