At a Glance
- Tasks: Build strong relationships and provide expert guidance to bankers for maximum value.
- Company: Join a leading global investment bank known for strategic financial advice.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Dynamic role with excellent career advancement opportunities.
- Why this job: Be a trusted advisor and make a real impact in the financial industry.
- Qualifications: 3-6 years in client services, strong analytical skills, and familiarity with AI tools.
The predicted salary is between 49500 - 60500 £ per year.
The Client Services Specialist is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands-on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth.
Responsibilities
- Strategic Account Management: Design and own long-term strategic relationships with key users, deeply understanding their business goals to architect and execute success plans that drive significant value.
- Technical Onboarding & Implementation: Structure, design, and lead the entire onboarding process, from initial implementation and configuration to training end-users, ensuring a seamless and highly successful deployment.
- Product Expertise & Adoption: Act as a deep subject matter expert and thought leader on the platform's features, integrations, and best practices. Strategically analyse customer usage to provide proactive guidance that maximises product adoption and value.
- Proactive Engagement & Value Realisation: Lead and own regular strategic business reviews, define and share best practices, and set future goals with users. Proactively anticipate, identify, and mitigate any risks to customer satisfaction and retention.
- Customer Advocacy & Feedback: Champion the voice of the customer internally. Synthesize and translate complex customer feedback into strategic insights for the Product and Engineering teams to influence and shape the product roadmap.
- Data Operations Support: Oversee and provide guidance on day-to-day support for the data operations team to clean and maintain company records, identifying opportunities for process improvement.
Basic Qualifications
- 3-6 years of industry experience, preference towards client services / customer success roles.
- Financial operations, investment banking, accounting, or consulting experience is preferred.
Preferred Qualifications
- Strong financial and computer (Excel, Word, and PowerPoint) skills.
- Familiarity with AI tools.
- Demonstrated ability to work cooperatively with all levels of staff.
- Strong analytical capabilities and excellent verbal and written communication skills.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Client Services Specialist in London employer: GB.540 Houlihan Lokey UK Limited
At Houlihan Lokey, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London. Our commitment to employee growth is evident through comprehensive training and development opportunities, fostering a culture of collaboration and innovation. With a focus on maintaining a high-performance culture and supporting our employees' well-being, we ensure that every team member feels valued and empowered to contribute to our success.
Contact Details:
GB.540 Houlihan Lokey UK Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Specialist in London
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We think you need these skills to ace Client Services Specialist in London
Some tips for your application 🫡
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How to prepare for a job interview at GB.540 Houlihan Lokey UK Limited
✨Brush Up on Technical Skills
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