Client Associate

Posted: 4 months ago

Package: Competitive

Contract Type: Full Time

Location: London, London

This job was posted by Delio. A member of the FinTech Alliance Community.

Working closely with Delio’s clients, our Client Associates are a key part of our team for helping our clients getting up and running, ensuring ongoing client service and maximising our client’s success.

You will guide clients through onboarding, project management and oversight of their platform deployment; working collaboratively with the project management and delivery team. You will be responsible for initial client training and then updating clients on latest product functionality to ensure they are getting the most from the platform. Serving as the first point of contact for dealing with client queries you will be the face of Delio for our clients. This will all lead to you taking on board client feedback to the product team and helping shape the future roadmap of Delio technology.

Client Associates also play an important role in the commercial growth of Delio and take responsibility for generating new revenue opportunities from client referrals and identification of additional client needs.


Essential Requirements

  • Strong at working independently and in small teams
  • Relentless client focus
  • Commercially minded
  • Passionate about the role of technology in helping businesses achieve their goals
  • Fluency in English and key local commercial language
  • Detail oriented and good project management skills

Desirable requirements 

  • Financial services experience or understanding of large financial institutions
  • Experience in a customer relationship or project management role
Related Jobs ...
Location: London
Type: Full Time

Posted 1 month ago

Location: London
Type: Contractor

Posted 1 week ago

Location: Edinburgh , Scotland
Type: Full Time