Client Service & Implementation Analyst Full Time

The Role: 

To work in the Technical Implementation Team completing Implementation specific platform tasks required to mobilise new and existing clients – either Adviser firms or Model Managers. The Client Service and Implementation Analyst will work closely with the Implementation team members and other stakeholders such as Sales and Operations and be expected to provide a technical ‘trouble shooting’ service to internal and external parties.

Responsibilities: 

• Providing high-quality service to all clients (Advisers and Model Managers)

• Completion of technical platform tasks raised by internal and external parties

• Assist with asset setup process liaising with custodians to ensure timely set up of assets

• Oversight of work carried out by Implementation Consultants

• Providing input to the Product Technology team on platform enhancements

• Raising bug, defect and new feature requests where required

• Creating and maintaining user/process guides for all tasks

• Assisting firms with various additional features available within the platform

• Attending internal and external meetings when required

• Responding to business requests such as audits and risk assessments

• Investigate complaints/Incidents

Requirements: 

• Minimum 2-3 years in Professional Services, Support or Technical role, preferably in the Platform/Investment space

• Knowledge of financial products and/or financial planning

• Proven track record of developing and maintaining positive internal and external relationships

• Demonstrated ability to work to project deadlines

• Demonstrated follow-through on tasks and issue resolution

• Strong problem-solving, analytical, and technical skills, and the ability to excel in a fast-paced environment while delivering high-quality work

• Proficiency in MS Office, MS Excel

• Excellent oral and written communication skills

• Work as part of a team or individually