At a Glance
- Tasks: Build strong relationships and provide expert guidance to bankers for maximum value.
- Company: Leading global investment bank known for strategic financial advice.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Join a dynamic team with a focus on innovation and customer success.
- Why this job: Be a trusted advisor and make a real impact in the finance industry.
- Qualifications: 3-6 years in client services, strong analytical and communication skills.
The predicted salary is between 63000 - 77000 £ per year.
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
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 maximizes product adoption and value.
- Proactive Engagement & Value Realization: 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.
Location: London, UK
Type: Full time
Client Services Specialist employer: Houlihan Lokey
At Houlihan Lokey, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Banker Success Analyst, you will benefit from our commitment to employee growth through comprehensive training and mentorship, while enjoying the unique advantage of working in a leading global investment bank known for its strategic impact and deep industry expertise. Join us to be part of a team that values trust, diversity, and the pursuit of excellence in every client engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Specialist
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Houlihan Lokey. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Houlihan Lokey before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Services Specialist
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Houlihan Lokey:Your cover letter is your chance to shine! Tell us why you want to work at Houlihan Lokey specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Houlihan Lokey!
How to prepare for a job interview at Houlihan Lokey
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
