At a Glance
- Tasks: Support clients with onboarding, compliance, and general queries in a dynamic environment.
- Company: Join Corpay, a global leader in innovative payment solutions.
- Benefits: Enjoy private healthcare, life insurance, and 25 days holiday.
- Other info: Collaborative culture with excellent career growth opportunities.
- Why this job: Make a real impact by building strong client relationships and providing top-notch service.
- Qualifications: 1-3 years in customer service; experience in financial services is a plus.
The predicted salary is between 29700 - 36300 £ per year.
Corpay is currently looking to hire a Client Services Analyst within our Private Markets division, within our Alpha Group LOB. This position is located in St. Helier, Jersey. In this role you will support clients across the European market, providing onboarding, compliance and general client support. The role will involve regular communication with clients via email and phone, with a strong focus on onboarding cases, working closely with Compliance, managing client information in Salesforce, and supporting periodic client reviews and refreshes. You will also be responsible for ongoing client maintenance and resolving queries from existing clients. You will manage a varied range of client requests, ensuring queries are handled efficiently and providing a high level of service throughout the client lifecycle. You will report directly to the Head of Business Development and regularly collaborate with Sales, Compliance, Finance, and other internal business partners.
As a Client Services Analyst, Corpay will set you up for success by providing:
- Assigned workspace in the St. Helier office.
- Company-issued equipment.
- Formal, hands-on training.
The responsibilities of the role will include:
- Supporting clients across onboarding, compliance and general customer service queries.
- Managing client onboarding cases, working closely with internal Compliance teams to ensure a smooth process.
- Communicating directly with clients via email and phone, providing timely and professional support.
- Managing and maintaining accurate client information and records within Salesforce.
- Supporting periodic client reviews and refreshes, ensuring information remains up to date.
- Handling ongoing client maintenance and account-related requests.
- Managing queries from existing clients and coordinating with relevant internal teams to resolve issues.
- Working collaboratively through a shared inbox, prioritising and managing a varied volume of client requests.
- Building strong client relationships and providing a high level of service throughout the client lifecycle.
Qualifications & Skills:
- 1-3 years of experience in a client facing / customer service orientated role.
- Previous experience in financial services, fund management, compliance, fintech, payments or a client-facing environment would be advantageous.
- Proficiency using Salesforce would be beneficial.
- Strong customer service and communication skills, with the ability to build positive client relationships.
- Excellent organisation and prioritisation, with the ability to manage multiple requests in a fast-paced environment.
- Attention to detail, particularly when handling client, payment and transaction-related queries.
- Decisive and accountable, with confidence making appropriate decisions independently.
- Collaborative and professional, able to work effectively with Sales, Dealing, Operations and other internal teams.
Benefits & Perks:
- 4 x Life insurance.
- Pension scheme with 4% employer contribution.
- Private healthcare (AXA).
- 25 days holiday.
- Summer socials, team activities and Christmas parties.
Client Services Analyst employer: Corpay
Corpay is an exceptional employer that fosters a dynamic work culture centred on innovation and collaboration, making it an ideal place for a Global Travel Operations Specialist. With a strong commitment to employee growth, we offer comprehensive training and development opportunities, ensuring that our team members thrive in their careers. Located in the heart of a vibrant city, our office provides a stimulating environment where you can engage with diverse colleagues and contribute to shaping the future of commercial payments.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Corpay. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Corpay.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Corpay's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Corpay
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Corpay.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Corpay will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Corpay employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
