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Client Services and Helpdesk Specialist / Finance / Data

Job Title: Client Services and Helpdesk Specialist / Finance / Data
Contract Type: Permanent
Location: London, England
Salary: £32000 - £50000 per annum + bonus
Start Date: ASAP
REF: 97648455444_1510761330
Contact Name: Zivile Asanaviciute
Contact Email:
Job Published: almost 3 years ago

Job Description

Our client, a leader in the finance and tech spheres, is expanding and has an exciting opportunity within a team specialising in providing compliance and data management solutions. Successful candidates will utilise their high level client relationship skills, and commercial outlook to identify clients' surveillance and compliance needs in a fast paced, global environment focused on bringing cutting edge technologies to market.

This is a rare opportunity to gain world class training and the opportunity to learn complex systems and build relationships with key stakeholders in an innovative and challenging environment.

Applicants will ideally be fluent in another European language in addition to English, have excellent communication skills, a passion for financial markets and a desire to build a career in an environment that celebrates risk-taking, initiative, learning, growth and innovation. Two weeks intensive training will be provided where you will develop product, client and industry knowledge.

In a company that delivers highly sensitive information that moves markets, you will be implementing solutions that address the most challenging aspects of regulatory requirements. The role would suit a candidate with excellent communication skills who enjoys building relationships with clients over the phone and has a knack for soft sales and troubleshooting, in order to match product offerings with client needs. Programming skills and some exposure to data analysis would be a bonus.

A keen interest in finance, technology, electronic surveillance and the impact of regulatory challenges is essential.

The role involves:

  • Liaising with clients directly as well as with contracts, sales and technical divisions within the London office and across Europe.
  • Phone-based technical trouble shooting and high level customer service using soft sales skills to suggest compliance solutions.
  • Review existing products and propose solutions that enable customers to meet the latest regulatory requirements across varied jurisdictions (e.g. MiFID /MiFID2).
  • Managing customer's subscription process and dealing with documentation requirements for clients, relating to elements such as AML (Anti Money Laundering), KYC (Know Your Customer).


  • Bachelor's degree or equivalent work experience.
  • Understanding of the financial markets.
  • Knowledge of programming languages (for example VBA, SQL, Python).
  • Experience in customer or technical support.
  • Good understanding of regulatory requirements of MiFID II.
  • Excellent organisational and customer service skills.
  • The capacity to multi-task and work well under pressure.