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Client Service Analyst

Client Service Analyst

# of Openings 
Job Location 
London, UK

More information about this job


As the Client Service Analyst within our Client Service team, you are eVestment’s voice and face to our clients.  The majority of your work day will be spent providing stellar service by interacting with clients via phone and email. 


In this role, you will be responsible for:

  • Working with our clients on a daily basis, assisting with oversight of our proprietary investment manager information submitted to and distributed through our website.
  • Providing client support via onsite meetings, phone, and email for eVestment’s proprietary web-based investment manager database and analytic Software-as-a-Service applications and related products.
  • Working through and bringing cases to completion utilizing SalesForce Service Cloud.
  • Leading training sessions and client implementations using multiple technologies.
  • Building and strengthening our relationships with clients to ensure our service offerings align with their needs.


Skills and Experience:


Success in this role will depend on:

  • Superior written and verbal communication skills
  • You must enjoy client interaction and exhibit strong customer service skills
  • Your passion for providing excellent service
  • Successfully prioritizing projects and workload while ensuring that the client/customer needs are put first
  • Detailed analytical skills are also vital as client interaction is high and data is massive, as well as exceptional attention to detail
  • You’ll have a highly focused work ethic that allows you to accomplish numerous initiatives simultaneously and work flexibly when required to do so
  • You are able to work independently and have excellent organizational skills
  • We seek candidates who are deadline-driven and self-motivated in a fast-paced, high-volume environment with uncompromising integrity and positive attitude
  • You are a collaborative team player who believes in relentless customer satisfaction while expecting to be shown respect for the valuable work you do.


Other Requirements:


  • Minimum of a Bachelor's degree in a related area such as Finance or Business or equivalent experience
  • Relevant experience of working within the Financial Services sector.
  • Exposure to or experience of working in the institutional investment management industry with consulting / financial advisory firm, investment manager or banking institution is a strong plus.
  • Tech savvy
  • A willingness to travel to clients’ sites to facilitate meetings


We are eVestment, a Nasdaq company.  We make smart money smarter. We are about giving institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Towers-Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. Recently we’ve been named top workplace, ranking #1 in the 2015 Atlanta Journal & Constitution “Top Atlanta Workplaces” list and ranking #15 nationally in the Fortune 2015 “Best Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, and regular teambuilding activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 300 amazing team members around the globe.