At a glance
- Experience
- 2-4 years experience
- Workplace
- Hybrid
- Location
- London
About the role
- The Client Services Associate will support and manage client relationships throughout their lifecycle, working closely with internal teams to handle contracting, onboarding, and ongoing client needs.
- This role offers exposure to financial products and index services, providing an opportunity to develop into a client-facing account management position within a growing fintech firm.
Responsibilities
- Develop a strong understanding of assigned clients, their businesses, and their use of MerQube indices.
- Build relationships with client contacts and serve as a point of contact for day-to-day needs.
- Maintain visibility across ongoing client activity, including launches, contractual requirements, and deliverables.
- Coordinate internally to ensure client questions and issues are addressed efficiently.
- Identify potential relationship risks or opportunities for expanded engagement.
- Manage client onboarding from initial commercial agreement through contracting, implementation, and launch.
- Draft contracts using established templates and coordinate reviews with Sales and Legal teams.
- Maintain accurate client, contract, and project information in Salesforce.
- Leverage technology to analyze information, develop dashboards, and improve client management processes.
- Provide sales operations support, including pipeline reporting and data management.
Requirements
- Bachelor's degree in finance, economics, business, or a related field.
- 2–4 years of experience in client services, account management, financial services, indexing, asset management, or management consulting.
- Strong interest in financial markets and index-linked products.
- Strong client-facing communication skills, both verbal and written.
- Highly organized and detail-oriented with the ability to manage multiple projects and deadlines.
- Solutions-oriented and proactive approach to problem-solving.
- Ability to work independently in a fast-paced, global organization.
Preferred qualifications
- Familiarity with ETFs and other financial products that use, reference, or track indices.
- Exposure to structured products, derivatives, asset management, or index licensing.
- Experience with Salesforce or another CRM platform.
Workplace
- Hybrid work arrangement
- Minimum 3 days per week in the local office
Skills
- Salesforce
- CRM
- Data Management
- Reporting
