Client Success & Data Insight Specialist

Prudential; Greater London; On-site; GBP 40,000 - GBP 55,000; Full time

Job summary

A multinational financial services leader is seeking an individual to support Client Managers in delivering high-quality service to clients and business partners. Responsibilities include managing client requests, assisting in onboarding processes, and ensuring effective communication between various internal groups. Candidates should possess a degree in Finance or Economics, strong analytical skills, and proficiency in Microsoft Office applications. This role is crucial for ensuring client satisfaction and requires a proactive mindset. Join this inclusive culture and be part of a team committed to professional growth.

Qualifications

• Up to 8 years of experience in client services, investor relations, or similar.
• Interest in capital markets including fixed income and equities.
• Comfortable in a fast-paced, dynamic environment.

Responsibilities

• Act as a support to Client Managers to enhance service quality.
• Serve as a liaison to stakeholders for data requests.
• Maintain client requests in CRM systems.

Skills

Attention to detail

Analytical skills

Interpersonal communication

Proficiency in Excel

Proficiency in PowerPoint

Critical thinking

Team player

Education

BA/BS degree in Finance, Economics or similar

Tools

Microsoft Office 360

Salesforce

Aladdin

Job description

A multinational financial services leader is seeking an individual to support Client Managers in delivering high-quality service to clients and business partners. Responsibilities include managing client requests, assisting in onboarding processes, and ensuring effective communication between various internal groups. Candidates should possess a degree in Finance or Economics, strong analytical skills, and proficiency in Microsoft Office applications. This role is crucial for ensuring client satisfaction and requires a proactive mindset. Join this inclusive culture and be part of a team committed to professional growth.