Client Services Team Lead

2 months ago


Manchester, United Kingdom Proxymity Full time

Proxymity is a pioneering investor communications platform. Our unique and cutting-edge solution connects listed companies with their shareholders via their intermediaries in real-time. This creates a more efficient, accurate, and transparent solution for the industry.

Proxymity is here to change the investor communications landscape. Our mission is to make proxy voting and other asset servicing processes easier and more efficient. Our purpose is to solve complex problems for our customers and through our connectivity and technology capabilities, to add value throughout the investor ecosystem.

We are a fast-growth scale-up and have already gone from 10 to 215 employees in a little over 3 years. We are backed by some of the biggest names in the industry and have extensive growth plans for the future.

**The role**

Within this role you will deliver professional client service by providing proactive issue management ensuring the resolution of all issues with clients on a timely basis, adhering to service level agreements.

The Client Service Team Lead is responsible for approving daily workflow tasks and ensuring the Client Service Team maintains the highest standards. This is an opportunity to join a rapidly growing FinTech community and lead a highly skilled and enthusiastic team.

**Responsibilities will include**:

- Oversight of vote execution to market from the Proxymity platform.
- Identification of operational and implementation process improvement opportunities.
- Creation and maintenance of all operational procedures according to company policy.
- Identification and submission of potential Proxymity platform improvements, including those raised by clients.
- Act as the contact point for operational issues, ensuring prompt escalation to local management in the event of material impact to clients.
- Demonstration of the Proxymity platform to new and existing users as and when required.

**Requirements**:

- Asset Servicing operations experience beneficial.
- Strong attention to detail.
- Excellent written and verbal communication skills, with the ability to positively represent the company to clients and other market participants.
- Ability to work self-sufficiently and prioritise own workload.
- Experience of coaching other team members and providing constructive feedback.
- Team orientated - proven ability to build positive relationships, and proactively overcome the challenges of working with remote team members.
- Understanding of the Securities Services industry or similar business/environment is beneficial.
- Knowledge of the Proxy Voting industry and associated processes is beneficial.
- Evidence of working in a fast-paced service delivery environment.

**Benefits**
- An exciting, fast-growth scale-up environment with excellent career growth opportunities
- Matching pension contributions
- Private health insurance provided by Bupa
- 25 days holiday
- 2 duvet days
- Birthday off
- Subsidised Headspace subscription
- Flexible working



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