Client Service 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. 

About Us - Proxymity

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:

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.

The Work:

• 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 3-4 days each week.

Requirements

• 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

Benefits

• 401K plan
• Private health insurance 
• 25 annual days leave
• Headspace subscription 
• Birthday off in addition to annual leave 
• Access to Absorb 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 company wins programme 
• Companywide panels on variety of subjects like diversity and inclusion, wellbeing etc. 

To assist us with evolving our DEI efforts and ensuring our process is as inclusive as possible, we will be sending out a brief diversity and inclusion survey for you to complete if you choose to apply for this position. This will be completely anonymous and is in no way tied to your application. If you could please take a few minutes out of your day to complete this that would be much appreciated.

Last updated on Jul 8, 2024