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Location:
England
Category:
Client Services

Workable
Client Services Specialist
Insignis Cash Solutions is a fast-growing, Cambridge and London based FinTech company looking for an enthusiastic individual to join our busy team. We are expanding, making this a perfect position if you’d like to have a significant impact on a company’s early growth and to develop your role and career as the business evolves. Our ideal candidate will demonstrate integrity, be detail oriented whilst also being personable and confident in building relationships with clients. You will be joining a team where your ideas will be welcomed and valued.
The position will be mixed working both remotely and, in our Cambridge, office located in the Innovation Centre.
Client Services Specialist Role:
We are seeking a friendly, highly skilled client services associate to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing enquiries, and promptly directing customer complaints to relevant departments.
To be successful in client services, you should exhibit extensive experience in a similar role and demonstrate a client-oriented approach. A first-class client services representative builds positive business relationships and provides clients with individualised and professional support.
You will work in the Client Services team but will also work very closely with our Payments Team. Your role will be vital in actively expanding our client base and your team’s work will directly impact the company’s retention of clients and its growth.
Requirements
Key Responsibilities:
Ensuring a positive and professional client service experience.
Managing client inquiries via phone, email, or online
Directing client complaints or complex queries to senior team members in a timely manner.
Providing clients with technical assistance on products and services by explaining clearly how our systems work and to enable them to self-serve.
Escalating issues to senior team members or line manager to enable prompt resolution.
Building positive client relations by following up on active queries and confirming resolutions have been implemented
Maintaining accurate client records and adhering to all documented processes and controls
Identifying potential client services concerns and facilitating proactive intervention steps.
Obtaining post-sales client feedback.
Keeping track of new products on offer, as well as emerging trends in client services.
Recommending product improvements based on client services feedback.
Work closely with your team members and other departments to meet the needs of the client.
System & Process Improvement:
You will be using our systems and processes every day and hearing direct client feedback on our platform first-hand. We are always looking for ways to improve our systems to make a client’s journey more seamless and we will value your ideas on how to do the following:
Make processes more efficient.
Make processes easier for clients.
Make the technology interface more user-friendly.
Qualifications and Skills
We work in an FCA regulated environment, so we need bright, high-quality individuals with:
Honesty and integrity.
Strong work ethic.
Great communication skills.
Attention to detail.
Customer service experience.
Excellent verbal and written skills.
Capacity to excel in a fast-paced environment.
Personable and friendly manner.
Great team player.
Any experience in the following would also be useful, but not mandatory, for the role:
Financial or economic background or education.
Familiarity with CRM systems and Query Management tools.
An understanding of wealth management and financial advisory business.
We are always looking for new talent and we’re open to different levels of experience from any sector and from graduates to experienced workers. We want someone to enthusiastically engage with our business, the small team within it and the wider financial services marketplace. With a good work ethic and lots of enthusiasm there is real potential to grow and develop with us.
Insignis Company Culture
Our culture is founded on six core values:
Integrity.
Collaboration.
Client Focused.
Accuracy.
Partnership.
Workload Tech-Led.
Benefits
25 days holiday (exc. Bank holidays)
5% Pension contributions
Private medical insurance with Vitality
Health cash Plan offering contributions to dental, optical and much more
Enhanced Parental Leave
Cycle to Work Scheme
Monthly team lunches, quarterly company socials
Working Pattern
Cambridge office based 3 days a week.

Cambridge, UK
Negotiable Salary

Workable
Client Services Associate
Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants.
About Proxymity
Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions.
Proxymity’s service offering is now a Global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last four years with a global footprint in London, New York, Tel-Aviv, Melbourne.
The role:
Within this role you will deliver professional client service by providing proactive issue management ensuring the resolution of all issues with clients on a timely basis, adhering to service level agreements and escalating to management, when needed.
The Client Service Associate is responsible for client reporting including detailed MIS, and for prioritising queries and tasks according to volumes, complexity, sensitivity, and risk. This is an opportunity to join a growing FinTech community and contribute to a dynamic and supportive team.
Responsibilities will include:
Being the point of contact between the client and the business.
Work both independently and collaboratively to assist clients by responding to complex queries, which can be via phone, email, or other query means.
Establish a relationship with clients to build trust and foster positive collaboration.
Take accountability for issues worked on, in turn providing regular updates to both external and internal parties
Identify trends in queries raised; work with the client to educate or liaise with internal teams to close gaps.
Escalate risk issues promptly to managers.
Collaborate with the team and/or manager to conduct root-cause analysis and implement remediation fixes.
Work alongside other teams to ensure the successful execution of projects.
Requirements
Excellent communicator, who is able to maintain a professional manner.
Good concentration and organisational skills.
Previous experience within a Customer Service role in a similar field desired.
Experience of working in or with an operations team in the finance/proxy fields would be beneficial.
Excellent problem solver with the ability to work under pressure.
Benefits
Headspace subscription
Birthday off in addition to annual leave
Access to Absorb Learning
Improved family-friendly policies
Hybrid working scheme
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 socials

Manchester, UK
Negotiable Salary

Workable
Marketplace Operations Executive
Who we are
Our mission at Seat Unique is simple: to make premium live experiences more accessible to fans.
We are at the forefront of revolutionising the ticketing and hospitality industry by offering a safe, secure, and seamless online platform for fans to purchase official premium tickets and hospitality packages for their favourite sports, music and cultural events.
Seat Unique empowers clubs, promoters, venues, and rights holders to expand their reach, increase revenues, and enhance the overall fan experience. We provide a comprehensive solution that enables our partners to connect with new audiences and deliver exceptional experiences seamlessly.
We have forged official partnerships with globally renowned sports clubs, venues, and rights holders. We exclusively power hospitality and premium ticket sales through over 60 direct partnerships, including prestigious clubs such as Burnley FC, Yorkshire Cricket, and the Jacksonville Jaguars UK to name just a few.
At Seat Unique, we believe in the power of live events. That’s why we go beyond merely selling tickets; we deliver unforgettable experiences for fans. In a time when the experience economy is thriving, Seat Unique’s strong positioning is reflected in our remarkable growth trajectory. Recently ranked 4th among the fastest-growing tech startups in Sifted’s 100: UK & Ireland in 2024, our commitment to excellence and innovation continues to drive our success.
If you are passionate about revolutionising the live events industry and creating memorable experiences for fans worldwide, Seat Unique is the place for you! Join our dynamic team, and be a part of shaping the future of the premium ticketing and hospitality industry.
Who we’re looking for
Seat Unique is looking for a highly organised and proactive Marketplace Operations Executive who is passionate about optimising processes and ensuring seamless operations. The ideal candidate thrives in a dynamic environment and is eager to contribute to the smooth running of our premium ticketing platform. You should be detail-oriented, data-driven, and have a keen interest in the live events industry, ensuring our marketplace functions efficiently and delivers exceptional experiences for our customers and partners.
We're in the live events business, which means in-person events are our core. This translates to our company culture and this role requires the candidate to be in the office five days a week at our London HQ This in-person environment fosters agility. Being together allows our team to make quick decisions and adapt to the constant changes in our industry.
Responsibilities
As a Marketplace Operations Executive, you will play a key role in supporting the day-to-day operations of our platform. This includes managing inventory, coordinating with partners, resolving operational issues, and ensuring the accurate and timely display of event listings. You will also monitor marketplace performance, analyse data to identify improvements, and work closely with the wider team to ensure our platform meets the needs of both customers and partners.
Your role will involve:
Monitor inventory levels and ensure that all products are listed accurately and in a timely manner
Manage pricing within the product both dynamically and manually
Work with partners to ensure that their content is inputted correctly and efficiently
Solutionise and propose technical improvements and automations to streamline processes and increase efficiency
Build and monitor the effectiveness of pages on the marketplace, including analysing key metrics and making recommendations for improvements
Liaise with internal and external stakeholders to ensure that all parties are working collaboratively towards common goals
Develop and implement standard operating procedures (SOPs) to ensure that all marketplace operations are standardised and streamlined
Identify areas for improvement within marketplace operations and work with the Head of Marketplace to develop and implement strategies to address them
Be adaptable and able to work to last minute deadlines alongside strategic planning
Communicate effectively with team members, partners and stakeholders across the business
Have a passion for process improvement and streamlining
Requirements
Skills & Experience
While these qualifications are highly regarded, we appreciate the richness of diverse experiences. You don't need all of them, but they could include:
Experience in operations, preferably in a marketplace or e-commerce setting
Strong problem-solving and analytical skills
Excellent communication and interpersonal skills
Ability to work effectively with a variety of stakeholders
Technical aptitude with the ability to quickly learn new tools and technologies
Have excellent digital literacy
Must have impeccable attention to detail
Must be a fast learner with the ability to multi-task in a fast-paced environment
Have confidence in decision making
Have an interest in sport, music and major live events
Benefits
Target compensation package:
Up to £30k + quarterly bonus + share options + benefits.
Final offers may differ from the target compensation package, taking factors such as experience level and skill set into consideration.
Our benefits
Employee share options scheme
Quarterly bonus
23 days of annual leave + public holidays
A top-tier private health insurance package
Penfold pension scheme
Learning and development budget
Employee Referral Scheme
Cycle to work scheme
Weekly Deliveroo vouchers
Access to VIP experiences at live events
Gym on site

Victoria, London SW1, UK
£0-30,000
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