At a Glance
- Tasks: Be the go-to person for client queries and support on trading platforms.
- Company: Join a dynamic financial services firm focused on client success.
- Benefits: Gain valuable experience, competitive pay, and opportunities for growth.
- Other info: Fast-paced environment with a focus on teamwork and professional development.
- Why this job: Kickstart your career in finance while helping clients thrive in trading.
- Qualifications: A passion for client service and a willingness to learn are key.
The predicted salary is between 25650 - 31350 £ per year.
Client Services L1
Role Overview
As a Client Services L1, you'll be the first point of contact for internal and external clients using the client’s trading platforms.
This is an entry to mid-level, client-facing role that amalgamates three disciplines: client relationship support, first-line client functionality and some technical support, and application data administration.
You'll handle day-to-day client queries, provide platform support, and carry out controlled user access and application data tasks under supervision, learning the full trade lifecycle from order entry through to clearing and settlement in a fast-paced, SLA-driven environment.
This is first and foremost a client-service role, a genuine desire to help clients matters more than any particular background, and technical skills can be taught.
Key Responsibilities
- In this role, you will: -
- Client Relationship & Support
- Act as a first point of contact for trading platform users, delivering courteous, professional and timely client service by phone, email, MS Teams, Bloomberg or in person.
- Support the onboarding of new clients and assist with platform adoption, increasing client awareness of added functionality, features, and available services.
- Provide demonstrations of electronic platforms to end users and encourage clients to provide liquidity and execute trades on screen.
- Update the CRM with any client visits, feedback, and follow-ups, ensuring accurate records are maintained.
- Functional and Technical Support
- Provide first-line support, resolving issues within SLA and escalating to second- or third-line teams where required, ensuring full audit trails are maintained in the service desk tool.
- Log and track all issues and queries for audit purposes and manage proactive, clear communication with clients through to resolution.
- Perform daily system and application health checks, monitoring platform status and trade flows throughout the day.
- Develop a strong understanding of pre- and post-trade workflows, including market data publishing, order entry, trade execution, and STP confirmation.
- Application Data Support
- Set up and maintain internal and external user access to Front and Middle Office trading applications across all asset classes, in line with compliance and regulatory processes.
- Action password resets and standard user administration tasks, configuring user IDs, permissions (tradable or view-only), tiles and sheets across all brands.
- Support client onboarding, customer-side mappings, instrument setups, and time-sensitive data requests, liaising with all stakeholders internal (e. g. brokers) and external (e. g. vendors).
- Maintain accurate request notes, approvals and audit evidence, performing basic four-eye checks and data quality validation, and escalating inconsistencies early.
- General
- • Be alert to Conduct Risk issues, specifically the risk of harm to client interests, market integrity and/or competition in financial markets.
- • Keep up to date with current regulations relevant to the platforms and the client base.
- Contribute to team documentation and knowledge management (Confluence), video guides (Clipchamp), and use approved AI tools to improve quality, reduce manual effort and support controlled delivery.
Skills / Experience Required
- Personal Attributes
- Some experience in Financial Markets Operations, Client Services or Technical Support is a plus.
- Placement year or internship in Investment Banking, Fin Tech or Trading is a plus.
- Strong client service and communication skills.
- Proactive, organised and detail oriented.
- Analytical with a problem-solving mindset.
- Team player who thrives in a fast-paced environment.
- Eager to learn and develop within Financial Markets. • Interest in financial markets and trading.
- Willingness to learn new systems and technologies.
- Technical Skills
- MS Office suite.
- AI experience.
- Exposure to Bloomberg, SQL, Python, Linux, or FIX Protocol is advantageous but not essential.
Educational Qualifications
- Degree (or equivalent experience) in Finance, Economics, Mathematics, Engineering, or Science.
- Industry qualifications such as CISI or CFA Level I are beneficial but not essential.
Client Services L1 in London employer: City Elite Transaction Services Ltd Careers
As a Client Services L1 at our company, you will join a dynamic and supportive work environment that prioritises client satisfaction and employee development. We offer comprehensive training and growth opportunities in the fast-paced financial markets sector, alongside a culture that values teamwork and innovation. Located in a vibrant area, our office provides a collaborative atmosphere where your contributions are recognised and rewarded, making it an excellent place to build a meaningful career.
Contact Details:
City Elite Transaction Services Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services L1 in London
✨Tip Number 1: Get to Know Financial Meetups
The finance world loves a good chat! Check out local financial meetups or webinars. It’s a great way for us to meet professionals from companies like City Elite Transaction Services Ltd Careers and learn about industry insights that could help us in our entry-level role.
✨Tip Number 2: Leverage Your University’s Connections
Don’t forget about your uni’s career services! They often have partnerships with companies in finance, including potential entry-level roles at places like City Elite Transaction Services Ltd Careers. Pop in for a chat or check their job boards regularly.
✨Tip Number 3: Join Financial Groups on Social Media
Get active in financial groups on platforms like LinkedIn or even Facebook. We can learn a lot from conversations happening there, and sometimes companies share entry-level opportunities directly with these communities.
✨Tip Number 4: Apply Directly on Our Website
When you spot a role like Client Services L1 at City Elite Transaction Services Ltd Careers, be sure to apply directly through our website. It shows your interest and initiative, and we keep an eye on applications that come through directly!
We think you need these skills to ace Client Services L1 in London
Some tips for your application 🫡
Highlight Your Academic Achievements:In the financial controlling field, showcasing your grades in relevant subjects like finance, accounting, and economics is crucial. Make sure your CV reflects any higher education qualifications or certifications you have, as they can make you stand out, even for an entry-level role like this one at City Elite Transaction Services Ltd Careers.
Showcase Relevant Projects or Internships:If you've worked on any finance-related projects or have interned before, include them in your application. Even if they're academic projects, detailing your role, the tools you used, and any outcomes can demonstrate your potential to excel in a financial controlling position.
Demonstrate Your Analytical Skills:Since financial controlling is all about data analysis and financial reporting, our CV should include experiences that highlight your analytical skills. Mention specific tools you're familiar with or data analysis practices you’ve studied, and let that shine through in your cover letter to show why you’d be a great fit at City Elite Transaction Services Ltd Careers.
Express Your Enthusiasm to Learn:As this is an entry-level position, we know you might not have years of experience, and that’s okay! Use your cover letter to express your eagerness to learn and grow in the financial controlling space. Talk about what aspects of the role excite you and how you can see yourself developing within City Elite Transaction Services Ltd Careers.
How to prepare for a job interview at City Elite Transaction Services Ltd Careers
✨Show Your Analytical Skills
In the world of financial controlling, demonstrating your analytical abilities is key. Be ready to showcase your problem-solving skills and discuss any relevant projects from your studies or internships that involved data analysis or financial modelling—how you approached the task and the insights you derived.
✨Brush Up on Financial Policies
Familiarising yourself with financial regulations and policies could be a game-changer. Expect some technical questions about budgeting processes, variance analysis, or key performance indicators (KPIs), so make sure you've got a grasp on these concepts and can discuss their importance in a business context.
✨Talk About Your Learning Approach
As it's an entry-level role, employers will be keen to see your eagerness to learn. Be prepared to share how you approach learning new skills or tools, particularly Excel or any specific financial software you've encountered during your studies. Your enthusiasm can set you apart!
✨Connect with Your Passion for Finance
Use this opportunity to express your passion for finance. Whether it's a particular project you were involved in during university or a financial concept that fascinates you, sharing your genuine interest can help you connect with the interviewer at City Elite Transaction Services Ltd Careers and make a memorable impression.
