Customer Service Specialist - Data Division

About us Looking for your next challenge?
Allfunds (AMS:ALLFG) is a fast-paced, dynamic, Wealthtech leader with 16 offices around the globe and our employees are the best at what they do.
We have a relentless passion for quality and a drive to keep ahead of the competition.
We have a strong business foundation built by experts over 20 + years, with the flexibility and agility of start-up.
If this sounds like the place where you can excel, then Allfunds is for you!
Listed on Euronext Amsterdam in April 2021, Allfunds has over €1.4 trillion assets under administration.
We are one of the leading B2B Wealthtech platforms for the funds industry, offering fully integrated solutions for both Fund Houses and Distributors.
We built and continue to evolve an ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data and analytics tools, Regtech, ESG screening, and portfolio monitoring.
Allfunds remains the sole fully integrated one-stop-shop in the industry.
Founded in Madrid in 2000, we have operations in more than 60 countries, work with over 2,000 fund groups and facilitate access to 1,500 distributors.
At Allfunds we give you the tools, you blaze your trail!
Our mission To transform the wealthtech world.
We want to create value for our clients by providing the necessary tools to help investors gain the freedom to choose from the world's best investment managers.
We support this mission by linking fund houses and distributors of mutual funds at the operational and technological levels, providing them with a range of operational, analytical, and information services to ensure transactions are always executed efficiently and effectively.
Join our team and grow in a diverse and technology-driven environment with one of the leading companies in the wealthtech world.
If you want to contribute o the growth of a highly innovative organization driven by efficiency and constant progress, do not hesitate to apply.
It will be great to have you on board.
Join our team and grow in a diverse and technology driven environment with one of the leading companies in the wealthtech world.
Presently, we are seeking for a Customer Service Specilaist for our DATA Division for Allfunds, based in London.
If you want to contribute to the growth of a highly innovative organization driven by efficiency and constant progress, do not hesitate to apply.
It will be great to have you on board!
Sounds interesting?
Please take a closer look… Your responsibilities will include: Onboarding and training new and existing clients on the data and technical functionality, putting the key benefits and use cases into context to demonstrate how they can derive value from their subscriptions.
Responsibility for set-up & maintenance of user access, monitoring usage and routine reporting.
Go-to point of contact for all client service requests (provision of bespoke data extracts, refresher training sessions, answering data-related questions, explaining functionality etc).
Confident and proactive in building and expanding client relationships, aiming for regular communication at multiple levels within client organizations.
Adapting content and communication style to engage a variety of clients, spanning all levels of seniority (from end-users, analysts and salespeople to C-suite/decision-makers) against a global backdrop.
Document and provide feedback to Product, Development & Data teams on client needs, challenges and areas for improvement.
Investigating data discrepancies & system bugs, raising with other teams where necessary to find, test and communicate solutions to users.
Upselling ADA products to expand ARR on existing client subscriptions.
Able to negotiate confidently and collaborate with Legal on renewal contracts.
Involvement in marketing efforts: Conducting market research and data extraction for events, thought-leadership pieces and regular social media updates.
Presenting opportunities via regular webinars to both clients & prospects Assisting to plan and execute flagship events across Europe & Asia Collaborating to deliver internal and external comms, including factsheet updates, product guides, training videos and launch campaigns.
Assist to update & maintain CRM and Pipedrive Cross-departmental collaboration to facilitate completion of due diligence requests.
Monitoring data mapping and news articles for accuracy potential leads that data team can investigate further.
Qualifications: Essential 3+ years' experience in a Customer Success, Sales Support or other customer-facing role Experience working in cross-functional capacity, liaising closely with teams such as Sales, Customer Service, Legal, Marketing, Finance, Product and Development.
Demonstrable ability to prioritize and think strategically about business, products, servicing and technical challenges.
Ability to build and convey compelling value propositions.
Stakeholder engagement experience.
Your profile: Confident & adaptable communicator: able to engage with an international client-base spanning all cultural backgrounds and levels of seniority.
Proactive relationship-builder: passion for nurturing long-term relationships, building rapport and trust that translates into retention of clients and upselling opportunities.
Creative problem-solver: willingness to try new things and suggest ways to evolve and solve problems.
Data-minded individual with strong attention to detail and a keen understanding of the financial markets we are servicing.
Strong prioritization and organization skills, with the ability to work on multiple projects with multiple deadlines.
Seamless command of English Advanced Excel knowledge & reporting skillset Desirable Forward-thinking to identify gaps in servicing, looking for ways to optimize and streamline.
Previous FinTech or Business Analyst experience is a plus.
Previous experience/exposure to marketing and events is a bonus.
Spanish, French or German speaking is a plus, but not essential.
Experience using PowerBI.
You may expect: · A competitive Comp & Ben Package (together with annual bonus) and an attractive benefits package.
· On-going development opportunities in a multinational environment that will inspire you to grow professionally and personally · Wide variety of projects and tasks, ambitious goals and independence in achieving them · Flexible working conditions · Modern office in a convenient location (conditioned to COVID-19 situation).
Diversity, Equity and Inclusion For Allfunds, Human Capital is at the heart of the company's strategy and results, as well as part of our ESG strategy.
DEI, represents the acronym of Diversity , Equity and Inclusion and how we understand it within our group.
For Diversity Allfunds includes ways in which people differ, encompassing the different characteristics that make one individual different from another.
For Equity Allfunds encompasses the policies and practices used to ensure fair treatment, opportunity, and advancement for all employees.
For Inclusion Allfunds creates a working environment in which any individual can be and feel welcomed, respected, supported, and valued.
Through DEI, Allfunds fosters a culture that recognizes and minimizes bias.
We believe in: All for Excellence: All of our experience and expertise, along with the passion we put in everything we do.
So, our clients, employees and partners can count on us for the best services.
All for Accountability: We always looking to make a difference through our transparent and responsible attitude towards people and society.
All for Empowerment: We work to continuously enhance our tools and services to make them accessible to our clients.
All for Inspiration People are our driving force and helping them to reach their goals is our biggest motivator.
That is why we aim to adapt to their needs and wants, to accompany them on their journey and inspire them to reach their dreams.
If you believe you match these values, we look forward to meeting you!