Client Data Analyst

November 14

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Financial Services • investment • pensions • personal finance • insurance

10,000+

Description

• Managing and maintaining Client Data records and information where you'll be working closely with stakeholders and our clients to ensure client information is up to date • Warehousing data from one platform to another • Ensuring our Platforms and Data Masters that hold client records, including contacts and distribution lists across Platforms and Data Masters are accurate and relevant • You'll have the unique opportunity of investigating client data issues and identifying root causes, collaborating with all Stakeholders to gain a complete understanding of the problem and solution to ensure good customer outcomes • Evaluating processes and procedures and implementing continual improvement initiatives • Working with wider Data teams ensuring designs for masters meet requirements and are scalable and sustainable • Implementing data controls for Client Data across Platforms and Data Masters

Requirements

• Knowledge of client data within investment management • Understanding of investment strategies and products • Previous experience of working in asset management is essential • Experience of dealing with client information • Experience of maintaining client data records

Benefits

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes • Generous pension contribution • Life assurance • Private medical insurance (permanent employees only) • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday • Competitive family leave • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice • There are the many discounts we offer – both for our own products and at a range of high street stores and online • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart