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- Tasks: Lead client projects from contract to delivery, shaping solutions and managing relationships.
- Company: Dynamic company specialising in regulatory and tax reporting solutions.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Join a close-knit team in Belfast with excellent career advancement potential.
- Why this job: Make a real impact in a small team while working with innovative tech.
- Qualifications: Experience in client-facing technical roles, SQL, and data modelling.
The predicted salary is between 40000 - 50000 £ per year.
Our client builds specialist regulatory and tax reporting solutions for enterprise clients across banking, legal, construction, and manufacturing. This is a newly shaped senior role sitting at the heart of their Belfast-based Client Delivery team, bridging implementation and customer success.
You will own client engagements end to end, from signed contract through build and delivery, before transitioning accounts into ongoing support. Working across three to four concurrent projects, you will serve as the primary delivery contact for external stakeholders while holding the technical capability to shape, build, and improve the solutions yourself.
The team is small (five people total, four based in Belfast), which means your influence on delivery standards, ways of working, and technical quality will be felt immediately.
- Taking clients from contract signature through full implementation, managing scope and delivery milestones across multiple concurrent engagements
- Gathering and translating complex client data requirements into well-structured, maintainable data models and reporting solutions
- Working hands-on with client datasets using SQL, Power BI, and data modelling techniques to build and configure customised outputs
- Managing external stakeholder relationships, including resistant or change-averse contacts, with strong commercial and emotional intelligence
- Collaborating remotely with clients and internally with a close-knit Belfast team, with very limited travel required
Required skills:
- Data querying
- SQL
- Power BI
- Data modelling
- Proven track record delivering client-facing technical solutions, ideally in SaaS implementation, technical consulting, professional services, or an advanced technical support environment
- Hands-on experience working directly through client datasets, personally gathering requirements, asking the right data questions, and building or shaping the resulting data models
- Strong understanding of scope management and the ability to balance delivery deadlines with excellent customer service across multiple concurrent projects
- Strong commercial awareness and communication skills
Hybrid working with three days per week onsite in Belfast. The majority of client interaction is conducted remotely, with very limited travel.
Customer Service Advisor - Banking Working from home in Belfast employer: Ocho
Contact Detail:
Ocho Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor - Banking Working from home in Belfast
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those already working in client delivery roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! If you’ve got experience with SQL or Power BI, consider creating a small project or portfolio piece that demonstrates your abilities. This can be a great conversation starter during interviews.
✨Tip Number 3
Prepare for the interview by understanding the company’s products and services. Being able to discuss how you can improve their client delivery process will show you’re genuinely interested and ready to contribute.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Customer Service Advisor - Banking Working from home in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Customer Service Advisor in Banking. Highlight relevant experience, especially in client delivery and technical solutions, so we can see how you fit into our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your skills align with our needs. Be genuine and let your personality come through!
Showcase Your Technical Skills: Since this role involves SQL and Power BI, don’t forget to mention any hands-on experience you have with these tools. We want to know how you've used them to solve problems or improve processes in past roles.
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Ocho
✨Know Your Stuff
Make sure you brush up on SQL, Power BI, and data modelling techniques. Be ready to discuss how you've used these tools in past roles, especially in client-facing situations. The more specific examples you can provide, the better!
✨Understand the Client's Needs
Before the interview, research the company and its clients. Think about how you would gather and translate complex data requirements into solutions. Show that you can empathise with clients and understand their challenges.
✨Showcase Your Communication Skills
Since this role involves managing external stakeholder relationships, practice articulating your thoughts clearly. Prepare to discuss how you've handled resistant or change-averse contacts in the past, demonstrating your emotional intelligence.
✨Be Ready for Scenario Questions
Expect questions that ask you to solve hypothetical problems related to project management and client delivery. Think through how you would balance multiple projects while maintaining excellent customer service, and be prepared to share your thought process.