At a Glance
- Tasks: Be the go-to person for institutional clients on global proxy voting queries.
- Company: Join a leading financial services firm with a focus on client satisfaction.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for growth.
- Other info: Dynamic role with a chance to build relationships and improve service processes.
- Why this job: Make a real difference by supporting clients and enhancing their voting experience.
- Qualifications: 2-3 years in client service or account management, preferably in financial services.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking a Client Service Representative, Proxy Voting to serve as a primary point of contact for institutional clients with global proxy voting requirements. In this role, you will deliver high-quality support across email and telephone channels, manage client enquiries in line with agreed service levels, and help ensure clients receive accurate, timely, and professional service.
Responsibilities
- Serve as the first point of contact for institutional client enquiries related to global proxy voting, responding promptly and accurately via email and telephone.
- Manage a high volume of client communications while meeting SLA deadlines and maintaining strong service quality standards.
- Take ownership of complex or ongoing client issues, coordinating with internal teams to ensure timely resolution and clear communication to clients.
- Build and maintain trusted relationships with global custodian and institutional clients, acting as a reliable partner for their proxy voting needs.
- Prepare and deliver client reports using system-generated and manually compiled data, and distribute event-specific proxy voting notifications and supporting documentation.
- Support client onboarding, conversion activity, testing, demonstrations, and training sessions for new and existing users.
- Stay current on market changes, local regulations, proxy voting workflows, and service platforms, while contributing to service improvement initiatives and team best practices.
Qualifications
- Minimum of 2–3 years of experience in client service, account management, or a related role within financial services.
- Prior experience in proxy voting or a closely related operational or client servicing function is highly desirable.
- Strong working knowledge of global proxy voting processes, client servicing expectations, and operational workflows.
- Proven ability to manage large volumes of client enquiries effectively, particularly through email communication.
- Excellent verbal and written communication skills, with the confidence to engage professionally with institutional clients.
- Strong analytical, problem-solving, and organizational skills with high attention to detail and the ability to work accurately under pressure.
- Comfortable working cross-functionally to resolve issues and deliver seamless service.
- Proficiency in standard business tools and systems used for reporting, communication, and client service activities.
- Fluency in one or more European languages is advantageous.
Client Service Representative employer: Dormont Manufacturing Co
As a Client Service Representative at our esteemed firm, you will thrive in a dynamic work culture that prioritises excellence and professional growth. We offer comprehensive training, ongoing development opportunities, and a supportive environment where your contributions are valued, all while being part of a global team dedicated to delivering exceptional service to our institutional clients. Located in a vibrant area, our office provides a collaborative atmosphere that encourages innovation and teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
