We are seeking a Client Services Analyst with experience in Middle Office or Client Services operations, particularly in the processing of share transfers, trades, loans, and bonds. This role involves working closely with clients via email and collaborating with internal teams to ensure smooth and accurate handling of transactions using our internal platform. Strong communication skills, attention to detail, and a proactive, solutions-focused mindset are essential.
Deal Management
Collaborating with Directors and the operations team to take on deal management responsibilities and update the deal-specific files.
Onboarding of new deals and clients on our designated platform.
Preparing the deal specific consents and sending out notices.
Tabulating and reporting results of consent solicitations accurately.
Engaging with various stakeholders in relation to clients' Know Your Customer (KYC) processes which are deal specific.
Transaction Support
Process shares transfers, issue monthly statements to clients, and handle billing accordingly.
Ensure all transactions are completed accurately and within agreed timelines.
Client Interaction
Respond to client emails and queries clearly, professionally, and in a timely manner.
Keep clients informed and updated on the progress of their requests.
Systems and Tools
Quick to learn new systems, including our internal platform.
Adapt quickly and pick up new processes with minimal guidance.
Support system testing and updates.
Suggest improvements to internal processes and tools to help the team work more efficiently.
Experience with Salesforce (email ticketing system) is a plus but not required.
Excel and Reporting
Strong Excel skills, including VLOOKUP, pivot tables, IF statements, and other formulas.
Assist in creating and improving reports and contribute new ideas to enhance reporting and data analysis.
Experience with Power BI is a plus but not required.
Skills and Experience:
Background in Middle Office or Client Services within financial services.
Excellent written communication skills and strong attention to detail.
Quick learner, able to adapt to new systems and processes.
Proficient in Excel and confident working with data.
Team player with a proactive and solution-oriented approach.
What We’re Looking For:
We’re looking for someone who not only understands the operational side of financial transactions but also wants to help build and improve the systems we use. You’ll work closely with developers and internal teams to shape the functionality of our platforms, so the ability to think critically, ask the right questions, and understand client needs is key. This is a great opportunity for someone who enjoys problem-solving, has a strong eye for detail, and wants to make a real impact.
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