Client Services, Y TREE
1 Year Fixed Term Contract
More information about location
2+ days a week in office
A modern approach to managing personal finance
Posted today
A modern approach to managing personal finance
101-200 employees
Posted today
More information about location
2+ days a week in office
101-200 employees
Company mission
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money.
Role
Who you are
- CII qualifications are preferable, but not essential. If you have completed CSI or the CFA we would expect you to have started some financial planning qualifications, or that you can demonstrate an interest in studying this in the future. Further qualifications will be supported by the business, where appropriate
- You will have 12-24 months work experience in financial services, working as an administrator or client services professional. This could be from an institutional or retail background
- You will have a 2:1 or higher degree with an excellent dissertation mark (or equivalent)
- You are an energetic self-starter who thrives on autonomy and is adept at prioritising tasks and meeting deadlines. You are looking for more challenges and the opportunity to develop your career in financial planning and advice
- You possess excellent interpersonal communication skills and are highly responsive
- You are an effective collaborator, confident working as part of a team that is building a business
- You have a keen eye for detail and find satisfaction in completing tasks and ticking off lists. This is imperative
- You are solutions-led with the ability to proactively seek answers
What the job involves
- We are seeking a proactive and detail-oriented Client Services Analyst to join our team with an aspiration in becoming a Chartered Financial Planner. 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 account transfers with a high degree of autonomy, manage escalations, and proactively communicate with clients and providers to meet strict SLAs
- Act as a key operational liaison and escalation point for all client cash movements and time-sensitive private equity capital calls, ensuring absolute precision
- Manage invoicing and fund collection, taking the lead on resolving complex payment issues
- Champion the accuracy and security of all client data and advice records in full compliance with GDPR, leading data remediation projects as required
- Handle complex client communications ensuring the one-business-day SLA is met
Salary benchmarks
Our take
Y TREE is setting out to shake up the world of wealthtech, giving ordinary people the tools to really understand their whole financial picture. Utilising a system called Financial Life Intelligence, Y TREE combines data, technology, and institutional-grade advice to provide a satellite view over the wealth management industry.
Context means everything when it comes to financial data, so Y TREE provides its customers with aggregated data, translated into accessible and actionable insights. It's trusted by some of the world's most influential business leaders, and connects its customers' financial overview with strategies to achieve their business aims. A fast-growing start-up that's raised substantial financial backing, Y TREE is set to make a real impact in the wealthtech market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
44% female employees
Company
Company values
- Time - Time is the most valuable commodity on Earth. You can never get it back so we want to make the most of it. We give our clients back time they never knew they had. We are generous with our time with our clients and our colleagues.
- Togetherness - Togetherness is about being part of a community. We are more effective when we consider the diverse experiences and views of our clients, shareholders and colleagues. We learn from each other every day by being candid, fair and respectful.
Company HQ
London, UK
Articles
Leadership
Stuart Cash
(Co-Founder & CEO)Previously a Partner at Goldman Sachs, an Executive Director at SBC Warburg and a Solicitor at Berwin Leighton Paisner.
Arik Peretz
(Co-Founder)Previously a Director at Movebubble, Shoes Online, Co-Founder and Director at Paragon X and Director at Tufin Technologies.
Johnnie Hampel
(Co-Founder)Previously a Partner at Partners Capital for 12 years, ex-Goldman Sachs, and a Solicitor at Slaughter and May
Diversity, Equity & Inclusion at Y TREE
- 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.
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