At a Glance
- Tasks: Build strong client relationships and support their regulatory reporting needs.
- Company: Join Delta Capita, a global leader in financial services and technology innovation.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for career progression.
- Other info: Dynamic role with exposure to global financial institutions and collaborative team culture.
- Why this job: Make a real impact in financial services while shaping product direction and service improvements.
- Qualifications: Experience in client management within financial services is preferred.
The predicted salary is between 50000 - 60000 £ per year.
As a Customer Success Manager (CSM) within our Report Hub Team, you will own and grow relationships with key financial services clients, supporting their regulatory reporting operations and acting as a trusted advisor across support, product, and technology teams. This role combines client engagement, problem-solving, and service improvement giving you direct exposure to complex financial ecosystems and high-impact client interactions.
Why Join Us
- Work with Global financial institutions on critical regulatory reporting
- High visibility role with direct client ownership
- Exposure to product, technology, and regulatory change
- Opportunity to shape service improvements and influence product direction
- Collaborative, global working environment
- Clear progression into Product, Technology or Client Lead Roles
Your Responsibilities
- Client Ownership
- Primary contact for assigned clients
- Build strong relationships and understand client needs
- Act as client advocate internally
- Client Support & Escalation
- Manage complex production issues and escalations
- Coordinate with Product, Tech, and Integration teams
- Ensure timely and high-quality resolution
- Service Delivery
- Deliver service reviews and performance reporting
- Maintain accurate documentation and case oversight
- Drive proactive engagement with clients
- Continuous Improvement
- Identify service and process improvements
- Contribute to strategic initiatives and projects
- Share knowledge and drive team development
Qualifications:
- Experience in client relationship management, client support, or service delivery within financial services (typically 4–6+ years)
Nice To Have
- Experience with regulatory reporting (EMIR, SFTR, MiFID)
- Understanding of data flows and system integrations
- Experience working with SaaS or platform-based solutions
This is a permanent role based in Wrexham with hybrid working. As the selection and interview process is ongoing, please submit your application as soon as possible. If your profile is selected, a member of our team will contact you within 4 weeks. For this role, a valid working permit for UK is mandatory.
Who We Are:
Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualised services for financial institutions for non-differentiating services.
Our 3 offerings are: Managed Services, Consulting & Solutions, Technology.
Customer Success Manager (CSM) in Wrexham employer: Delta Capita
Delta Capita is an exceptional employer, offering a dynamic and collaborative work environment in Wrexham, where you can engage with global financial institutions on critical regulatory reporting. With clear pathways for career progression into Product, Technology, or Client Lead roles, employees benefit from a culture of continuous improvement and innovation, alongside the opportunity to influence service enhancements and product direction.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager (CSM) in Wrexham
✨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 Delta Capita. 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 Customer Success Manager (CSM) in Wrexham
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 Delta Capita.
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 Delta Capita'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 Delta Capita
✨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 Delta Capita.
✨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 Delta Capita 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 Delta Capita 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.
