Client Services Manager

Client Services Manager

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and ensure satisfaction while driving product adoption.
  • Company: Join a leading provider of historical data and analytics for capital market participants.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
  • Why this job: Be part of a team that values customer success and innovation in the finance sector.
  • Qualifications: Bachelor’s degree or equivalent experience; strong communication and analytical skills required.
  • Other info: Ideal for those passionate about finance and eager to make an impact.

The predicted salary is between 43200 - 72000 £ per year.

Working with a leading, independent provider of historical data and analytics to capital market participants. My client provides banks, brokers, asset managers, hedge funds and global exchange groups to order book data and advanced pre and post trade analytics, in a scalable environment.

Responsibilities:

  • Oversee the customer lifecycle to proactively drive adoption and ensure ongoing client satisfaction and retention of a portfolio of assigned clients
  • Project manage the customer onboarding process to successful deployment by leading and coordinating internal and external activities
  • Educate customers and proactively improve customer experience
  • Identify upsell opportunities and work with the sales team to upsell existing accounts
  • Collect customer feedback and ensure it is fed into the product development cycle
  • Build customer relationships and drive loyalty
  • Build and implement customer success playbooks for each client segment
  • Liaise with sales and product teams to understand and represent client needs
  • Liaise with the marketing team for better user insights and thought leadership
  • Reduce churn and ensure client retention

Qualifications:

  • Strong understanding of pre- and post-trade analysis needs of the trading community (exchanges, sell-side and buy-side)
  • Bachelor’s degree or above or equivalent work experience
  • Ability to build strong relationships externally with customers’ key stakeholders and internally with multiple teams
  • Excellent communication and presentation skills
  • Good technical skills required to support a range of products
  • Strong organisation skills
  • An analytical and metrics-driven workstyle to identify client opportunity as well as risk

If you believe your experience meets the criteria, please apply with a copy of your CV.

Client Services Manager employer: EC1 Partners

As a Client Services Manager with our esteemed independent provider of historical data and analytics, you will thrive in a dynamic work culture that prioritises collaboration and innovation. Our commitment to employee growth is evident through tailored training programmes and opportunities for career advancement, all set against the backdrop of a vibrant location that fosters creativity and professional development. Join us to be part of a team that values your contributions and empowers you to make a meaningful impact in the capital markets sector.
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Contact Detail:

EC1 Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Manager

✨Tip Number 1

Familiarise yourself with the specific needs of the trading community, especially in pre- and post-trade analysis. Understanding the nuances of how banks, brokers, and asset managers operate will help you engage more effectively during interviews.

✨Tip Number 2

Network with professionals in the financial services sector, particularly those involved in client services or account management. This can provide you with insights into the role and may even lead to referrals that could boost your application.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlighting your ability to drive adoption and improve customer experience will demonstrate your fit for the role.

✨Tip Number 4

Stay updated on industry trends and challenges faced by capital market participants. Being knowledgeable about current events and how they impact client needs will show your commitment and understanding of the role.

We think you need these skills to ace Client Services Manager

Client Relationship Management
Project Management
Customer Onboarding
Communication Skills
Presentation Skills
Technical Proficiency
Analytical Skills
Metrics-Driven Approach
Problem-Solving Skills
Understanding of Pre- and Post-Trade Analysis
Organisational Skills
Upselling Techniques
Feedback Collection and Implementation
Collaboration with Sales and Product Teams

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in client services and project management. Emphasise your understanding of pre- and post-trade analysis, as well as any experience with customer onboarding processes.

Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and ability to build relationships. Mention specific examples of how you've driven client satisfaction and retention in previous roles.

Highlight Technical Skills: Since the role requires good technical skills, ensure you mention any relevant software or tools you are proficient in. This could include CRM systems or analytics platforms that relate to the financial services industry.

Showcase Analytical Abilities: Demonstrate your analytical and metrics-driven workstyle by including examples of how you've used data to identify client opportunities or risks. This will show your potential employer that you can contribute to their product development cycle.

How to prepare for a job interview at EC1 Partners

✨Understand the Client Lifecycle

Make sure you have a solid grasp of the customer lifecycle and how it applies to the role. Be prepared to discuss strategies you've used in the past to drive client satisfaction and retention.

✨Showcase Your Project Management Skills

Since project management is key for onboarding clients, come ready with examples of how you've successfully led similar projects. Highlight your ability to coordinate activities and manage timelines effectively.

✨Demonstrate Relationship-Building Abilities

This role requires strong relationship-building skills. Think of specific instances where you've built rapport with clients or stakeholders, and be ready to share these stories during the interview.

✨Prepare for Technical Questions

Given the technical nature of the products involved, brush up on your knowledge of pre- and post-trade analysis. Be ready to discuss how your technical skills can support the needs of clients in this area.

Client Services Manager
EC1 Partners
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  • Client Services Manager

    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-04-26

  • E

    EC1 Partners

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