665 Client Analyst jobs in the United Kingdom
Client Analyst
Posted today
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Job Description
As a Client Analyst, your core responsibility is to ensure the accurate validation and analysis of ongoing utility expenditure. This includes identifying any overcharges or errors on invoices and delivering insights that support cost efficiency and operational integrity.
You will play a key role in delivering high-quality service aligned with Sustainable Energy First’s quality policy and objectives. This includes demonstrating a strong understanding of the organisation’s quality standards, particularly those related to client validation, analysis, and process compliance.
Requirements
- Analytical and numerical
- Good attention to detail
- Thinks with initiative and confidently approaches problems,
- Customer service focused with a commercial outlook
- Good IT skills required
- Prioritising workload and meeting deadlines is vital for maintaining workflow efficiency
- Working well with others, valuing diverse perspectives
Benefits
Salary: £28,200 per annum
Holidays: 25 days + bank holidays +
Client Money Analyst
Posted 4 days ago
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Job Description
JOB TITLE: Client Executive - retentions
JOB LOCATION: Peterborough
JOB TYPE: Permanent
JOB WORKING HOURS: 9am-5pm with 1 hour for lunch
JOB WORKING ARRANGEMENT: Once you have passed your probation, work from home up to 3 days per week
JOB SALARY: 3000 - 35000 depending on your experience and previous career background
JOB BENEFITS: Company pension, DIS x 2, free on-site gym, 26 + 8 days holiday
Your new company
Our client has a modern, inclusive workplace with a friendly, family-feel atmosphere and perks like free gym access. The firm supports career growth through structured training and values independence, flexibility, and long-term relationships. They take great pride in making sure that staff feel part of a team that rewards performance and encourages autonomy. As a result of a boost to business and changes to the regulatory framework that they work in, they have asked us to help find several people to join a new team in the Peterborough office.
Your new role
Many of this firms' clients need to pay a retainer fee. At the end of the work, the firm then has to review and pay back any money that is left over.and that's where you come in. You'll have your own portfolio of cases that you will be responsible for, and you'll analyse the fees that have been paid, those that are yet to be billed and work out anything that should be paid back.
Of course, this means that you'll have to liaise with clients and your colleagues to identify and work through any unusual circumstances and situations and, given that we're dealing with human beings, there's always something unexpected that needs to be taken into account, so you'll need to think creatively to find a solution.
What you'll need to succeed
Ideally, we're looking for someone that has experience in the legal sector, but this job would suit someone that has worked in banking, audit, AML, compliance, finance or accounting and is looking for a new, fresh challenge.
The key things we're looking for are attention to detail, an ability to think outside the box and come up with ideas and solutions and a naturally inquisitive and analytical mindset. Great communication skills are also very important as your key stakeholders will come from all walks of life.
What you'll get in return
This is a really interesting and varied job, you definitely won't get bored. It will be busy, you will have SLAs to work to, and sometimes you'll really need to go the extra mile, but you'll have a fantastic sense of achievement with every case you complete.
The company offers a great salary and a generous holiday allowance. They are in lovely modern offices with loads of free staff parking and really close to lots of essential amenities.
Once you've completed your probation, you can work from home up to 3 days per week.
There's fantastic potential in this firm for progression, career development, training and even re-invention!
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Client Money Analyst
Posted 1 day ago
Job Viewed
Job Description
JOB TITLE: Client Executive - retentions
JOB LOCATION: Peterborough
JOB TYPE: Permanent
JOB WORKING HOURS: 9am-5pm with 1 hour for lunch
JOB WORKING ARRANGEMENT: Once you have passed your probation, work from home up to 3 days per week
JOB SALARY: 3000 - 35000 depending on your experience and previous career background
JOB BENEFITS: Company pension, DIS x 2, free on-site gym, 26 + 8 days holiday
Your new company
Our client has a modern, inclusive workplace with a friendly, family-feel atmosphere and perks like free gym access. The firm supports career growth through structured training and values independence, flexibility, and long-term relationships. They take great pride in making sure that staff feel part of a team that rewards performance and encourages autonomy. As a result of a boost to business and changes to the regulatory framework that they work in, they have asked us to help find several people to join a new team in the Peterborough office.
Your new role
Many of this firms' clients need to pay a retainer fee. At the end of the work, the firm then has to review and pay back any money that is left over.and that's where you come in. You'll have your own portfolio of cases that you will be responsible for, and you'll analyse the fees that have been paid, those that are yet to be billed and work out anything that should be paid back.
Of course, this means that you'll have to liaise with clients and your colleagues to identify and work through any unusual circumstances and situations and, given that we're dealing with human beings, there's always something unexpected that needs to be taken into account, so you'll need to think creatively to find a solution.
What you'll need to succeed
Ideally, we're looking for someone that has experience in the legal sector, but this job would suit someone that has worked in banking, audit, AML, compliance, finance or accounting and is looking for a new, fresh challenge.
The key things we're looking for are attention to detail, an ability to think outside the box and come up with ideas and solutions and a naturally inquisitive and analytical mindset. Great communication skills are also very important as your key stakeholders will come from all walks of life.
What you'll get in return
This is a really interesting and varied job, you definitely won't get bored. It will be busy, you will have SLAs to work to, and sometimes you'll really need to go the extra mile, but you'll have a fantastic sense of achievement with every case you complete.
The company offers a great salary and a generous holiday allowance. They are in lovely modern offices with loads of free staff parking and really close to lots of essential amenities.
Once you've completed your probation, you can work from home up to 3 days per week.
There's fantastic potential in this firm for progression, career development, training and even re-invention!
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Client Data Analyst
Posted today
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Job Description
Client Data Analyst – Hybrid (2-3 days on-site) - London
£750-950 per day
Are you an A-level Data Analyst ready to make an impact in a global consulting environment? We’re seeking a talented professional to join a dynamic team that supports a diverse range of clients and projects.
Make an impact with your data expertise while enjoying a collaborative, positive, and growth-focused environment .
What You’ll Do:
- Document and implement source-to-target mapping for Microsoft Dynamics CRM and/or the Vermillion reporting platform .
- Extract and analyze data independently from multiple systems.
- Collaborate with teams to deliver data-driven insights to clients.
What We’re Looking For:
- Strong experience with Microsoft Dynamics CRM (or similar platforms like Salesforce).
- Familiarity with the Vermillion reporting platform or similar reporting tools.
- Self-sufficient in sourcing and analyzing data.
- Asset management experience is a plus.
Why do Contractors love it here?
- Work in a very positive, inclusive, and supportive environment .
- Flexible, hybrid working with excellent work-life balance .
- Opportunities for learning and development through workshops and social events.
- Exposure to a wide range of clients, industries, and topics in a global consulting context .
- Contractor-friendly environment with strong team culture.
Location: Hybrid – 2/3 days on-site in London with flexible working arrangements.
Rate: £750-950 per day
If this sounds like a match for you, please get in contact with Katie at
Client Data Analyst
Posted today
Job Viewed
Job Description
Client Data Analyst – Hybrid (2-3 days on-site) - London
£750-950 per day
Are you an A-level Data Analyst ready to make an impact in a global consulting environment? We’re seeking a talented professional to join a dynamic team that supports a diverse range of clients and projects.
Make an impact with your data expertise while enjoying a collaborative, positive, and growth-focused environment .
What You’ll Do:
- Document and implement source-to-target mapping for Microsoft Dynamics CRM and/or the Vermillion reporting platform .
- Extract and analyze data independently from multiple systems.
- Collaborate with teams to deliver data-driven insights to clients.
What We’re Looking For:
- Strong experience with Microsoft Dynamics CRM (or similar platforms like Salesforce).
- Familiarity with the Vermillion reporting platform or similar reporting tools.
- Self-sufficient in sourcing and analyzing data.
- Asset management experience is a plus.
Why do Contractors love it here?
- Work in a very positive, inclusive, and supportive environment .
- Flexible, hybrid working with excellent work-life balance .
- Opportunities for learning and development through workshops and social events.
- Exposure to a wide range of clients, industries, and topics in a global consulting context .
- Contractor-friendly environment with strong team culture.
Location: Hybrid – 2/3 days on-site in London with flexible working arrangements.
Rate: £750-950 per day
If this sounds like a match for you, please get in contact with Katie at
Client Solutions Analyst
Posted today
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Job Description
We are currently working with a company who are looking for a Client Solutions Operations Analyst to join their Technical servicing team.
This role has a salary of £25,000-£27,000 working 35 hours per week Monday - Friday 9am to 5pm with a 1-hour lunch.
Customer service is at the heart of this role, balancing customer needs and expectations with managing a diverse and dynamic workload. Each day, you'll handle numerous queries, aiming to resolve them within agreed timeframes to support advisers in achieving optimal outcomes for their clients.
You will be responsible for identifying areas for control improvement, assisting in the design and implementation of these enhancements to better serve clients and protect their funds.
Why Join the Team?
Join the Client Solutions Operations team and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall wellbeing:
- Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
- Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
- Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
You’ll Spend Your Time:
- Servicing clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.
- Adapting and supporting across the breadth of the department.
- Sharing your knowledge across the user operations team and wider business.
- Ensuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey.
About You:
You should be well organised and someone who takes the time to truly understand people and their needs. You’ll have a knack for asking insightful questions to grasp expectations and can react swiftly to solve problems as they arise.
You enjoy mentoring others and take pride in promoting the right behaviours, supporting core values, and personally exemplifying them. You'll set high performance standards, even when pushing the team to excel, fostering an environment where high performance is the norm.
An understanding of the impact of your actions and the ability to manage them in accordance with the risk framework is essential.
If you’re interested in this role of Client Solutions Operations click ‘apply now’ and a member of our team will be in touch.
Client Services Analyst
Posted 1 day ago
Job Viewed
Job Description
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
WHJS1_UKTJ
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Client Onboarding Analyst
Posted 12 days ago
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Job Description
Clear Junction is a global payments company, licensed and regulated by the FCA in the UK, that offers regulated end-to-end payment solutions based on proprietary in-house technology. The company's infrastructure is designed to meet the growing needs of global financial companies.
Founded in 2016, the business has seen double-digit growth year on year, with over 150 fintech professionals now based across the UK and mainland Europe. Clear Junction is ranked number one in the FEBE Growth 100 list as the fastest-growing, founder-led, privately owned business in the UK. We have also recently been named as one of the fastest-growing privately held companies in The Sunday Times 100 List.
Requirements
Client Onboarding Analyst Responsibilities:
- Act as the first line of defence for any inbound new business prospects alongside the Business Development Managers (BDM)/ Relationship Managers (RM) with respect to AML, FinCrime and sanction risk- and compliance-related issues
- Screening prospective clients for sanctions, PEP exposure and adverse media to determine whether they are within risk appetite.
- Perform initial due diligence of potential new clients and/or existing clients applying for new products.
- Join calls/meetings alongside BDM/RM to assess potential risks of onboarding prospects. This includes both internal calls/meetings and direct interactions with prospective and existing clients.
- Working collaboratively with the RMs and providing guidance/assistance on compliance matters, including potential compliance risks.
- Advise and educate business lines on points of AML/CFT/FinCrime and regulation.
- Supporting the implementation of controls across business lines.
- Maintain relevant records and documentation, and keep an audit trail.
- Contribute to the development, maintenance and implementation of sales- and compliance-related policies, procedures and other internal regulations, if requested by the department’s management.
- Develop suggestions to enhance the CRM and other licensed and freeware tools used by the Sales and Marketing Department, as well as their integration with other software and services used by the company.
- Contributing to the periodical monitoring, transaction and sanction screening, if requested.
- Notifying the Client Onboarding Team Lead about concerns and making escalations to the second line of defence where appropriate.
Requirements:
- Substantial experience in KYC/ KYB, Due Diligence, preferably in a fintech or finance industry
- Proven experience in risk management, preferably in a fintech or finance industry
- Understanding of risk management frameworks, methodologies, and tools.
- Knowledge of industry regulations and compliance requirements.
- A track record of managing risks and implementing risk management strategies.
- Skills in conducting company searches and use of resources such as Dow Jones Risk Centre is desirable
- Able to work with people cross-departmentally and across different time zones.
- Ability to use your own judgement to come to a decision but also be aware of when issues need to be escalated.
- Ability to handle a high volume of tasks while maintaining attention to detail
- Ability to communicate with all levels of the firm professionally and tactfully.
- Knowledge of different types of corporate structures
- Knowledge of different types of financial services.
- Knowledge of payment services and crypto is strongly desirable.
- Strong written and verbal communication skills.
- Degree level, or equivalent industry standard qualification, is desirable.
- Excellent analytical and problem-solving skills.
Benefits
- Access to the company bonus scheme.
- 25 days holiday (plus bank holidays)
- Life assurance of 4 x salary, plus critical illness protection
- Private medical after probation period
- Hybrid Working
- Work in a friendly, growing team
Corporate Banking - Analyst
Posted 13 days ago
Job Viewed
Job Description
London, United Kingdom
**Hours:**
35
**Line of Business:**
TD Securities
**Pay Details:**
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
**Job Description:**
**TD Bank Group**
Headquartered in Toronto, Canada, with more than 85,000 employees in offices around the world, The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD offers a full range of financial products and services more than 25 million customers worldwide through three key business lines:
+ **Canadian Retail** including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance
+ **U.S. Retail** including TD Bank, America's Most Convenient Bank, TD Auto Finance (U.S.), TD Wealth (U.S.) and TD's investment in TD Ameritrade
+ **Wholesale Banking** including TD Securities
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.
With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
**Business Context**
The London Corporate Banking Relationship Coverage team is an integral part of TD Securities, focused on delivering the Bank's wholesale products and services to our European client base. Our client base is predominantly investment grade European multinational corporations with significant links to North America. Our clients are broadly split between the UK, Ireland, and mainland Europe.
The Corporate Banking Relationship Coverage team centrally manages the client relationship end-to-end, catering to the client's needs and centrally coordinating across product teams to deliver TD's full suite of services with focus on lending, multi-currency Debt Capital Markets, Rates and FX solutions, commodity hedging, trade finance, securitization, and cash management.
**Position Overview**
The successful candidate will join the team as an Analyst, reporting into the Managing Director, and working closely with all members of the coverage team.
Principle responsibilities will include:
+ Supporting the senior bankers in identifying, analysing and securing new target clients where TD can develop a profitable business relationship, on a risk adjusted basis
+ Partnering with senior members of the Coverage team to provide overall relationship management support and client coverage at the Treasurer/ Treasury Manager level
+ Working with the Senior Bankers to develop and maintain relationships within the European banking market to raise the profile of TD
+ Coordinating product partners to develop product ideas and create marketing materials for presentations to clients
+ Ensuring relevant product groups have good access to each client to increase the level of ancillary business originated globally from corporate clients
+ Responsibility for tracking sectoral trends and client news, researching and analysing industry and market data for credit and origination purposes
+ Attending client meetings and calls, leading meeting prep, filing call reports, and coordinating action items
+ Responsibility for the production of deal related credit memorandums and delivering the banks pricing approval process
+ Liaising with Credit Management to ensure that key risks on corporate transactions are identified, evaluated, and documented in an accurate and timely manner
+ Responsibility for ensuring the deal process is adhered to for transactions, including but not limited to ensuring KYC and AML are in place for all new transactions and updated in line with policy
+ Actively contribute to the business planning and strategic development of TD's European Corporate Banking team
+ Prepare and assist with the provision of management reports and presentations required on a regular and an ad hoc basis
+ Demonstrate governance, control and risk management behaviours in alignment with TD policies and practices
Qualifications:
+ Some background of relevant experience in an investment banking or corporate banking graduate program, relationship coverage team, or a relevant product team is advantageous.
+ Bachelor's/University degree or equivalent - studying towards CFA, ACT or an accounting designation is considered an asset.
+ Sound understanding of credit and wholesale banking products. Experience with Large/Global Corporate clients and lending/capital markets products desirable.
+ Strong planning, organizational, verbal and written communication skills.
+ Strong business and financial analytical skills.
+ Sound knowledge of MS Office applications (Word/Excel/PowerPoint).
+ Strong work ethic and commitment to business goals and high professional standards.
+ Ability to work effectively in both independent and team environments.
**Shared Commitments**
Executives promote adherence to TDBG's vision and purpose to be the better bank, and enrich the lives of customers, communities and colleagues. As part of the general management of their function, Executives are accountable to deliver against TD's five shared commitments:
+ Think like a customer; provide legendary experiences and trusted advice
+ Act like an owner; lead with integrity to drive business results and contribute to communities
+ Execute with speed and impact; only take risks we can understand and manage
+ Innovate with purpose; simplify the way we work
+ Develop our colleagues; embrace diversity and respect one another
**Inclusiveness**
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Investment Banking Analyst
Posted today
Job Viewed