Analyst Remote

Client Services Analyst London £38k - Bens - Bonus You will only be considered if you have Investment or Wealth Management Client services experience This role does not offer sponsorship Job Description The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients. Principal Duties Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries. Serve as the first point of contact for Wealth Managers, providing timely and accurate resolutions to operational and system queries. Manage the Client Services inbox and phone line , ensuring all communications are handled promptly and in line with agreed service levels. Collaborate with internal teams to identify recurring issues and implement improvements to enhance system usability and the overall client experience. Support new Wealth Manager onboarding and orientation , including account setup, system configuration, and user familiarization. Produce and maintain clear documentation and workflows to streamline processes and improve efficiency for Wealth Managers. Monitor and communicate system enhancements or updates , ensuring users receive relevant guidance and support. Participate in testing and feedback sessions for system upgrades and new feature releases. Essential Attributes Client-focused with strong communication and interpersonal skills. Analytical and detail-oriented with a problem-solving mindset. Strong time management and ability to balance multiple priorities. Collaborative and proactive in identifying process improvements. Proficient in Microsoft Office (Word, Excel, PowerPoint) . Basic understanding of the Financial Services industry and regulatory expectations. Preferred Attributes Experience in a Client Services , Operations , Custody , or Training Support role within Financial Services. Familiarity with Wealth Management or trading systems such as IMiX or Advent. Confident communicator, comfortable presenting or supporting small groups in training or process reviews. Progress toward an IOC qualification or similar professional certification.