Client Service Associate, Proxymity
3-4 days a week in office
Investor communications platform
Open for applications
Investor communications platform
101-200 employees
Open for applications
3-4 days a week in office
101-200 employees
Company mission
To create more accurate, efficient and transparent solutions with no manual data entry or paper-based transfer.
Role
Who you are
- Experience in a customer service role (finance or related industry preferred)
- Strong understanding of corporate actions and proxy voting
- Excellent written and verbal communication and presentation skills in English
- Good concentration and organisational skills while under pressure
- Proactive attitude to tackling tasks
- Strong problem-solving skills and willingness follow tasks through to completion
- Experience of working in or with finance/proxy operations teams preferred
What the job involves
- Proxymity is looking for an experienced Client Service Associate to proactively manage client inquiries, resolve all issues on a timely basis, ensure service level adherence and observe appropriate escalation protocols
- You’ll be an ambassador to the client and represent Proxymity’s vision and strategy in your day-to-day query resolution
- Your clients will include leading banks, brokers and corporate issuer agents who will expect your best in a demanding environment of large query volumes and strict deadlines
- You’ll closely collaborate with a variety of Proxymity business units, including management, product, sales, wider operations team and technology
- All your colleagues across the business will be heavily invested in supporting and encouraging your success
- Act as the main point of contact between the client and Proxymity
- Independently respond to complex client queries via phone, email or other means
- Establish client relationships which build trust and advance Proxymity’s reputation
- Take accountability for issues, providing regular updates to both external and internal stakeholders to build confidence in the team and business
- Identify query trends and coordinate with the client to close knowledge gaps
- Proactively identify and escalate issues and risks to managers
- Collaborate with the team and/or manager to conduct root-cause analysis and implement fixes
- Advocate for clients in discussions with Proxymity Technology and Product, championing empathy for the client and their needs
- Conduct market research to identify potential clients and market trends
- Assist the US team with sales opportunity tasks including the update of leads in the CRM system
- Assist the US team with the preparation and response to inbound sales queries, proposals and quotation
- Have an in-person office quota to be successful the person will need to be in the office or attending in person engagements
Our take
Founded with the ambitious goal of revolutionising investor communications, Proxymity connects intermediaries, investors, and issues in real-time, thereby transforming proxy voting within the corporate governance ecosystem.
Supported by Citi's D10XSM program, the founders saw the potential to reinvent proxy voting, leading to the development of transparent, accurate, and efficient solutions for clients, streamlining the entire proxy voting and asset servicing process. By doing so, Proxymity enhances the investor lifecycle, enabling clients to tackle complex problems and add value at every stage.
Since gaining independence as a separate entity in early 2020, Proxymity has enjoyed remarkable growth and garnered support from prominent industry players as well as forming strategic partnerships. Given this success, the company now has ambitious plans for extensive expansion in the coming future.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
Apr 2022
$15m
SERIES B
Mar 2022
$6m
SERIES B
Total funding: $72.5m
Company benefits
- Headspace subscription
- Birthday off in addition to annual leave
- Access to LinkedIn Learning
- Improved family-friendly policies
- Work your way
- Choose your tech
- 2 duvet days a year
- 1 volunteer day a year
- 4-week sabbatical after 4 years at Proxymity
- Workation - Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
- Companywide parties twice a year
- Team drinks
- A dog friendly office with snacks and free drinks
- A company wins programme
- Companywide panels on variety of subjects like diversity and inclusion, wellbeing, etc
Company values
- Collaborative
- Respectful
- Trustworthy
- Customer Focused
- Revolutionary
Company HQ
Soho, London, UK
Articles
Leadership
Jonathan Smalley
(Co-Founder)After studying at Nottingham, Jonathan worked for BNY Mellon before joining Citi for almost 10 years.
Dean Little
(Co-Founder)Dean worked at Citi for over 14 years, rising from a Director to becoming part of Citi's D10XSM program- which ultimately led to the creation of Proxymity.
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