Client Services Fintech Capital Markets
Client Services Fintech Capital Markets

Client Services Fintech Capital Markets

Entry level 45000 £ / year No home office possible
James Joseph Associates

At a Glance

  • Tasks: Support global clients in financial services, resolving queries and enhancing service delivery.
  • Company: High-growth fintech firm revolutionising capital markets with innovative solutions.
  • Benefits: Comprehensive training, strong career development, and exposure to tier-1 financial institutions.
  • Other info: Collaborative culture with opportunities for personal and professional growth.
  • Why this job: Join a dynamic team and make a real impact in the fast-paced world of finance.
  • Qualifications: Interest in client-facing roles and basic knowledge of capital markets.

Our client is a high-growth capital markets Fintech firm. They provide advanced, automated solutions that support some of the world’s leading financial institutions, helping to streamline complex operational processes and improve efficiency across global markets. Due to continued success and expansion, the business is investing in its client-facing function and hiring additional talent to support its growing international client base. This is an exciting opportunity to join a collaborative, fast-paced environment with strong career development and exposure to global financial markets.

  • Gain direct exposure to leading tier-1 financial institutions across global markets
  • Receive comprehensive training in securities finance, financial technology, and market innovation
  • Join a collaborative, high-performing culture with clear pathways for career development

THE ROLE: This position sits within a dynamic client services team and focuses on delivering high-quality support to a global client base. You will act as a key point of contact for client queries, working closely with internal teams to ensure issues are resolved quickly and effectively. The role offers a mix of client interaction, problem-solving, and process improvement, along with the opportunity to build deep knowledge of financial markets, systems, and workflows. You will also play a part in enhancing service delivery and contributing to a seamless client experience.

RESPONSIBILITIES:

  • Manage and prioritise incoming client requests, ensuring timely and accurate resolution
  • Communicate directly with clients via phone and video to troubleshoot and resolve issues
  • Work collaboratively with internal teams to minimise delays and improve outcomes
  • Keep stakeholders informed on the status and progress of client queries
  • Monitor support queues and contribute to consistent service coverage
  • Identify inefficiencies and suggest improvements to processes and workflows
  • Support data reconciliation and quality assurance activities
  • Build strong relationships with clients and provide ongoing support
  • Deliver training sessions and assist with client onboarding activities
  • Contribute to internal knowledge sharing and documentation

SKILLS / EXPERIENCE REQUIRED:

  • Experience in, or strong interest in, a client-facing role within financial services or fintech
  • Interest in developing expertise within financial technology and capital markets
  • Basic understanding in one of the following capital markets areas:
  • Securities Lending
  • REPO (Repurchase Agreements)
  • Collateral Management
  • OTC Derivatives
  • The ability to learn & operate bespoke configuration tools/application
  • Strong Excel skills and confidence using systems or technical tools
  • Excellent communication skills with the ability to explain information clearly
  • Strong attention to detail and ability to manage multiple priorities effectively
  • Proactive mindset with strong problem-solving abilities
  • Team-oriented approach with the ability to work independently when required
  • Interest in developing expertise within financial technology and capital markets
  • Client Services Fintech Capital Markets employer: James Joseph Associates

    Join a high-growth capital markets Fintech firm that champions innovation and collaboration, offering you the chance to work with leading financial institutions worldwide. With a strong emphasis on career development, comprehensive training, and a supportive team culture, this role provides a unique opportunity to deepen your expertise in financial technology while contributing to a seamless client experience in a dynamic environment.
    James Joseph Associates

    Contact Detail:

    James Joseph Associates Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Client Services Fintech Capital Markets

    ✨Tip Number 1

    Network like a pro! Reach out to people in the fintech and capital markets space on LinkedIn. Join relevant groups, attend webinars, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!

    ✨Tip Number 2

    Prepare for those interviews by brushing up on your knowledge of securities lending, REPO, and collateral management. We recommend creating a cheat sheet with key terms and concepts. This will help you sound confident and knowledgeable when discussing your interest in the role.

    ✨Tip Number 3

    Showcase your problem-solving skills during interviews! Think of examples from your past experiences where you’ve tackled challenges or improved processes. This is super relevant for the client services role, so make sure to highlight your proactive mindset.

    ✨Tip Number 4

    Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are genuinely interested in joining our collaborative culture. So, get that application in and let’s get the conversation started!

    We think you need these skills to ace Client Services Fintech Capital Markets

    Client-Facing Experience
    Financial Services Knowledge
    Interest in Financial Technology
    Capital Markets Understanding
    Securities Lending Knowledge
    REPO (Repurchase Agreements) Understanding
    Collateral Management Knowledge
    OTC Derivatives Understanding
    Bespoke Configuration Tools/Application Proficiency
    Excel Skills
    Communication Skills
    Attention to Detail
    Problem-Solving Abilities
    Teamwork
    Ability to Manage Multiple Priorities

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role. Highlight any client-facing experience or interest in fintech, as this will show us you're a great fit for our dynamic team.

    Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about this opportunity. Share your passion for financial technology and capital markets, and how you can contribute to enhancing our client services.

    Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love proactive problem solvers who can think on their feet and improve processes!

    Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.

    How to prepare for a job interview at James Joseph Associates

    ✨Know Your Fintech Basics

    Before the interview, brush up on your knowledge of capital markets and fintech. Familiarise yourself with terms like securities lending, REPO, and OTC derivatives. This will show that you’re genuinely interested in the industry and ready to engage in meaningful conversations.

    ✨Showcase Your Problem-Solving Skills

    Prepare examples from your past experiences where you successfully resolved client issues or improved processes. Highlighting your proactive mindset and problem-solving abilities will resonate well with the interviewers, especially since the role involves troubleshooting and enhancing service delivery.

    ✨Communicate Clearly and Confidently

    Practice explaining complex concepts in simple terms. Since the role requires excellent communication skills, being able to articulate your thoughts clearly during the interview will demonstrate your ability to interact effectively with clients and internal teams.

    ✨Ask Insightful Questions

    Prepare thoughtful questions about the company’s approach to client services and their training programmes. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your career goals.

    Client Services Fintech Capital Markets
    James Joseph Associates

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