Client Support Analyst

Who We Are

[Employer hidden — view at passion-project.co.uk] is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. [Employer hidden] unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use [Employer hidden] to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. [Employer hidden] supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

Client Services is responsible for managing client health for all new and existing [Employer hidden] clients. Support Analysts play a critical role in supporting some of the world’s most sophisticated investors, helping them run their businesses through [Employer hidden]. They assist [Employer hidden]’s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction.

Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Identify, respond, and resolve issues and questions raised by [Employer hidden]’s clients
• Provide hands-on support to our clients to ensure their ongoing happiness
• Work in complex data sets to identify and resolve client issues
• Evaluate the criticality of a given issues; isolate and escalate problems within [Employer hidden]
• Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
• Work effectively with Product and Account Manager teams to handle and maintain a high level of client satisfaction
• Help clients leverage [Employer hidden] to the greatest extent possible through both functional and conceptual instruction
• Prioritise and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
• Become an expert on all things [Employer hidden]

Who You Are

• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• Outstanding communication, organisational, and time-management skills
• Proficiency in maths
• Passion for problem-solving and continuous learning
• Passion for technology and finance
• 1+ years of relevant experience in a client-facing role

[Plus] Previous experience in investment management

[Plus] Fluent in Spanish

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, [Employer hidden] is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.