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Job title: Senior Client Services Analyst
Location: Soho, London (2x days a week)
Job Type: Full time, permanent (flexible hours considered)
About Y TREE
We are a rapidly growing FinTech 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.
The Role
Are you an experienced financial services professional looking to re-enter the workforce or seeking a role that values your deep expertise and offers genuine flexibility? Y TREE invites you to join our integrated Client Team as a Senior Client Service Analyst.
This pivotal role moves beyond traditional administration, positioning you as a central and strategic hub for client management and internal coordination. We are seeking individuals who can leverage their extensive background to proactively anticipate client needs, and orchestrate seamless actions across our internal teams. Your maturity, gravitas, and comprehensive industry knowledge will be invaluable in building strong, lasting client relationships and ensuring flawless operational execution.
- Manage a seamless journey from the initial lead to a fully onboarded client.
- Execute all advice and administrative functions with precision and accuracy..
- Serve as a central point of contact for clients and internal teams, ensuring all communications are handled effectively.
- Update and complete new client KYC/AML records.
- Act as a key operational liaison, executing all cash movements and manage time-sensitive capital call payments with precision.
- Uphold the accuracy and security of all client data and advice records in full compliance with GDPR.
About You
- Significant experience in an operational or client service role within an FCA-regulated financial services firm (wealth management preferred).
- A deep understanding of the client lifecycle in a financial advice business, including complex, multi-step administrative processes.
- Exceptional organisational, time-management, and multitasking skills, with a proven ability to manage a high volume of tasks and competing deadlines.
- Meticulous attention to detail and a track record of absolute accuracy, especially in high-risk areas like cash movements.
- Strong written and verbal communication skills, with the maturity and gravitas to confidently liaise with high-net-worth clients, internal teams, and external providers.
- A proactive, solution-oriented mindset, strong problem-solving abilities, and a collaborative spirit.
- The ability to rapidly master new financial software platforms like Salesforce, Multrees, Jira, and Tableau.
What's in it for you?
- Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
- Support for your mental health and wellbeing through our employee assistance programme.
- A range of family-friendly policies, support towards professional qualifications, electric car schemes and more!
- A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrifice.
- 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.
