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- Tasks: Join our Client Team as a Senior Client Services Analyst, managing client relationships and operational tasks.
- Company: Y TREE is a dynamic FinTech firm transforming personal finance engagement since 2017.
- Benefits: Enjoy flexible hours, private healthcare, generous leave, and a dog-friendly office environment.
- Why this job: Be part of a revolutionary team that values your expertise and fosters a supportive culture.
- Qualifications: Experience in FCA-regulated financial services with strong organisational and communication skills required.
- Other info: Diversity is key at Y TREE; we welcome all applicants and support reasonable adjustments.
The predicted salary is between 48000 - 72000 £ per year.
Job title: Senior Client Services Analyst
Location: Soho, London (flexible WFH policy)
Job Type: Full Time, Permanent (flexible hours considered)
Salary: £32,000 – £34,000
About Y TREE
We are a rapidly growing WealthTech business that is re‑defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.
We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting‑edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business‑builders with diverse experiences and skill‑sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.
Team Overview
The Y TREE Client Team team is one of the largest and most integral in the business. By delivering a seamless and highly personalised service, you will build the foundational trust that underpins long‑term client relationships. As a team we operate with a flat hierarchy and an ego‑free environment that values collaboration, inclusivity and mutual respect. As a fast‑growing company, there are ample opportunities for individuals to advance their careers, take on more responsibility, and progress rapidly. This is a chance for someone to join a small, collaborative team and play an active role in building a business.
The Role
We are seeking a proactive and detail‑oriented Senior Client Services Analyst to join our team. In this critical role, you will be the subject matter expert and escalation point within the team, responsible for the flawless, timely, and safe execution of all client‑related operational functions.
Execute
Senior Client Services Analyst employer: Y TREE
Contact Detail:
Y TREE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Analyst
✨Tip Number 1
Familiarise yourself with the specific financial software platforms mentioned in the job description, such as Salesforce and Tableau. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your proactive approach to mastering essential skills for the role.
✨Tip Number 2
Network with professionals in the FinTech and wealth management sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights into Y TREE's culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss your experience with client lifecycle management in detail. Be ready to share specific examples of how you've successfully navigated complex administrative processes and built strong client relationships in previous roles.
✨Tip Number 4
Showcase your problem-solving abilities by thinking of scenarios where you proactively addressed client needs or improved operational efficiency. This will highlight your solution-oriented mindset, which is highly valued in this role.
We think you need these skills to ace Senior Client Services Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and operational roles within FCA-regulated financial services. Emphasise your understanding of the client lifecycle and any specific software platforms you have mastered.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive, solution-oriented mindset. Use specific examples from your past roles to demonstrate how you've successfully managed client relationships and executed complex administrative processes.
Highlight Key Skills: In your application, clearly outline your organisational, time-management, and multitasking skills. Mention your meticulous attention to detail, especially in high-risk areas like cash movements, as this is crucial for the role.
Show Enthusiasm for the Company: Express your interest in Y TREE's mission and values in your application. Mention how you align with their focus on diversity and flexibility, and why you are excited about the opportunity to contribute to their innovative approach in the FinTech space.
How to prepare for a job interview at Y TREE
✨Understand the Client Lifecycle
Make sure you have a solid grasp of the client lifecycle in a financial advice business. Be prepared to discuss how your experience aligns with managing complex, multi-step administrative processes and how you can enhance the client journey.
✨Showcase Your Attention to Detail
Given the importance of accuracy in cash movements and client data management, be ready to provide examples from your past roles where your meticulous attention to detail made a significant impact. Highlight any specific tools or methods you used to ensure precision.
✨Demonstrate Problem-Solving Skills
Prepare to discuss scenarios where you've proactively identified issues and implemented solutions. This role requires a solution-oriented mindset, so think of examples that showcase your ability to navigate challenges effectively.
✨Communicate with Confidence
Since you'll be liaising with high-net-worth clients and internal teams, practice articulating your thoughts clearly and confidently. Consider role-playing common interview questions with a friend to refine your communication style and ensure you convey maturity and gravitas.
