Client Solutions Associate

6 days ago


City of London, Greater London, United Kingdom Finitas Full time

Job Summary

Finitas is seeking a highly motivated and organized Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for providing exceptional client service and support to our institutional clients.

Key Responsibilities

  • Client Support
    • Provide first-line support to clients with an emphasis on client care and attention.
    • Assist with client onboarding and technology integration.
  • Internal Collaboration
    • Act as a single point of contact between clients and internal departments.
    • Collaborate with multiple stakeholders to support the needs of our global client base.
  • Operational Oversight
    • Monitor and manage client limits and margin utilization.
    • Review and verify client Know Your Customer (KYC) information and documentation.
  • Process Management
    • Follow established processes to facilitate trading connectivity and ensure a seamless client experience.

Requirements

  • Academic Background
    • A strong academic background in a relevant field.
  • Industry Experience
    • Experience working in the financial services industry, preferably in a middle office or operations role.
  • Technical Skills
    • Familiarity with SQL and Python programming languages.
    • Experience with electronic trading platforms and data analysis.
  • Personal Qualities
    • Organized and detail-oriented with excellent communication skills.
    • Ability to work independently and as part of a team.
    • Proactive and motivated with a strong client service focus.


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