Client Services Analyst - Financial Data - Certus Recruitment Group : Job Details

Client Services Analyst – Financial DataLondon, EC4 40k Base + Executive Benefits  Our clients leading and award-winning quantitative analytics software streamlines asset selection, portfolio construction and risk management. Working with many of the world's largest pension funds, asset managers and sovereign wealth funds, they are well-placed for further growth. To meet demand, they are looking for an experienced Client Services Analyst with 2-3 years experience to complement their high-performing team.  Client Services Analyst rewards:  

• A negotiable base salary of 30-40k
• Uncapped 50k OTE
• Flexible hybrid working
• Numerous perks and incentives
• Generous PTO
• Great training and career progression
• Social activities

Client Services Analyst responsibilities:   

• Lead Point of Contact: Serve as the primary contact for all client inquiries, from basic software usage to complex quantitative questions.
• Client Support: Provide high-quality support by assisting clients with creating fund factsheets in Excel and automating report generation.
• Client Management: Oversee client subscriptions and renewals, ensuring effective client relationship management.
• Training: Deliver web-based training to clients, covering software navigation and interpretation of quantitative models.
• Software Updates: Keep clients informed about new software releases and features through various communication channels.
• Opportunity Growth: Identify and expand opportunities within the client base, collaborating with sales teams to ensure growth.
• Software Demonstrations: Perform software demonstrations for senior sales teams, showcasing fund selection and portfolio optimization capabilities.
• Sales Support: Learn AlternativeSoft solutions and assist the senior sales team with prospect support throughout the sales process.

Client Services Analyst requirements:   

• Education: Master’s degree in Statistics, Mathematics, Financial Mathematics, Economics, or related quantitative fields.
• Analytical Skills: A curious and analytical mindset with strong problem-solving abilities.
• Technology Proficiency: Interest in computers and technology, with a knack for simplifying complex processes; experience in Microsoft Excel (VBA knowledge is a plus).
• Self-motivation: Ability to work independently and as part of a collaborative team.
• Organisational Skills: Strong attention to detail, with the ability to manage multiple projects simultaneously.
• Communication Skills: Proficiency in English (written and spoken), with excellent presentation and negotiation abilities.
• Proactive Learning: Ability to take initiative, research answers independently, and remain proactive in solving issues.
• Client Engagement: Demonstrated ability to communicate and influence effectively across all levels, including executive and C-level interactions.

Certus Recruitment Group is a well-established and experienced specialist consultancy providing sales, marketing, and IT recruitment services. We serve the technology sector across the UK, Europe, North America, and Australia. If you are ready to take your sales career to the next level and make a significant impact, apply now!