Proxymity
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Who we are Proxymity is a pioneering investor communications platform. Our unique, cutting‑edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent communication flow for the industry, whilst our platforms, built on highly scalable technology, provide full compliance with the latest regulations. Proxymity is here to change the investor communications landscape. Our mission is to make Proxy Voting and other Asset Servicing processes easier and more efficient. Our purpose is to solve complex problems for our customers and add value throughout the investor ecosystem through our connectivity and technology capabilities. We are a fast‑growth scale‑up, rapidly growing our global presence, footprint and employee numbers. We are backed by some of the most influential names in the financial industry and have extensive growth plans in place for the future.
What we're looking for Smart, energetic and inquisitive individuals to join our Client Services team in New York. You will perform a critical role in delivering professional, multi‑faceted, first‑class client service to our expanding network of customers and partners. You will become a key contributor throughout the growth phases of Proxymity, supporting various pivotal activities and will have the opportunity to expand and develop your remit and role as the needs of the business continue to grow.
Core Responsibilities
Be the first point of contact between our clients and the business
Review, respond and resolve client enquiries within agreed SLA's
Build and maintain productive working relationships with clients and other stakeholders to build trust and foster positive collaboration
Conduct thorough root cause analysis and query trending to identify strategic remediation actions
Oversight of processing checklist completion on a daily basis
Understand and track current and future workloads and prepare appropriate plans to ensure balanced assignment across the team
Adapt and assign resources appropriately to manage daily and forecast workloads
Proactively monitor team capabilities and plan for remediation of identified gaps in knowledge
Work in partnership with global operations hubs and other internal stakeholders
Execute daily tasks with a client focused approach
Ask questions to challenge the status quo
Identify opportunities for process, platform and control environment improvements
Liaise across the company to coordinate participation and engagement with the change agenda
Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
Oversee the day‑to‑day management of team workloads and priorities
Act as point of contact for the team to internal / external partners and stakeholders
Continuously develop team members through structured appraisals, training and ongoing feedback
Maintain clear communication channels in and out of the team
Provide cover for the Team Manager as necessary
Execute administrative managerial duties on a timely and efficient basis
Ensure that the team are aware of, understand, and operate in a way to achieve its goals and objectives
Ensure that the goals of the team align with those of the department and the company
Lead the hiring and training of new employees to the team
Produce management information metrics to support performance monitoring
Create a culture of inclusion and belonging, leading by example
Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
Be an ambassador for the team, Operations and Proxymity, always
Requirements
3+ years of experience within a client service environment or equivalent experience
Proven experience of effective workflow management across teams
Proven supervisory experience, managing, coaching and developing diverse teams
Understanding of the Securities Services industry and Asset Servicing products or similar
Proven project management skills
Strong attention to detail
Excellent written and verbal communication skills
Proficient in Microsoft suite of applications
Self‑sufficient yet team orientated with the ability to build positive relationships and work collaboratively with internal and external partners, peers and clients
Ability to execute in a high pressure, fast paced environment
Excellent organisation with a flexibility to manage changing priorities and respond to time constraints
Fast learning to understand complex business processes and initiative to build necessary knowledge
Innovative mindset to identify opportunities for process and control improvements
Seeks and acts upon feedback with a focus on personal development
Desirables or willingness to learn
Knowledge of the Investor communications industry and practices
Experience of working within a start‑up / scale‑up organisation
Problem solving and critical thinking skills
Experience of managing diverse, offshore and remote teams
Fluency in another language
Knowledge of programming / coding languages and applications
Benefits
401(k) plan
Private health insurance
25 annual days leave
Birthday off in addition to annual leave
Access to Absorb Learning
Improved family‑friendly policies
Work your way
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
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.
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Get AI-powered advice on this job and more exclusive features.
Who we are Proxymity is a pioneering investor communications platform. Our unique, cutting‑edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent communication flow for the industry, whilst our platforms, built on highly scalable technology, provide full compliance with the latest regulations. Proxymity is here to change the investor communications landscape. Our mission is to make Proxy Voting and other Asset Servicing processes easier and more efficient. Our purpose is to solve complex problems for our customers and add value throughout the investor ecosystem through our connectivity and technology capabilities. We are a fast‑growth scale‑up, rapidly growing our global presence, footprint and employee numbers. We are backed by some of the most influential names in the financial industry and have extensive growth plans in place for the future.
What we're looking for Smart, energetic and inquisitive individuals to join our Client Services team in New York. You will perform a critical role in delivering professional, multi‑faceted, first‑class client service to our expanding network of customers and partners. You will become a key contributor throughout the growth phases of Proxymity, supporting various pivotal activities and will have the opportunity to expand and develop your remit and role as the needs of the business continue to grow.
Core Responsibilities
Be the first point of contact between our clients and the business
Review, respond and resolve client enquiries within agreed SLA's
Build and maintain productive working relationships with clients and other stakeholders to build trust and foster positive collaboration
Conduct thorough root cause analysis and query trending to identify strategic remediation actions
Oversight of processing checklist completion on a daily basis
Understand and track current and future workloads and prepare appropriate plans to ensure balanced assignment across the team
Adapt and assign resources appropriately to manage daily and forecast workloads
Proactively monitor team capabilities and plan for remediation of identified gaps in knowledge
Work in partnership with global operations hubs and other internal stakeholders
Execute daily tasks with a client focused approach
Ask questions to challenge the status quo
Identify opportunities for process, platform and control environment improvements
Liaise across the company to coordinate participation and engagement with the change agenda
Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
Oversee the day‑to‑day management of team workloads and priorities
Act as point of contact for the team to internal / external partners and stakeholders
Continuously develop team members through structured appraisals, training and ongoing feedback
Maintain clear communication channels in and out of the team
Provide cover for the Team Manager as necessary
Execute administrative managerial duties on a timely and efficient basis
Ensure that the team are aware of, understand, and operate in a way to achieve its goals and objectives
Ensure that the goals of the team align with those of the department and the company
Lead the hiring and training of new employees to the team
Produce management information metrics to support performance monitoring
Create a culture of inclusion and belonging, leading by example
Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
Be an ambassador for the team, Operations and Proxymity, always
Requirements
3+ years of experience within a client service environment or equivalent experience
Proven experience of effective workflow management across teams
Proven supervisory experience, managing, coaching and developing diverse teams
Understanding of the Securities Services industry and Asset Servicing products or similar
Proven project management skills
Strong attention to detail
Excellent written and verbal communication skills
Proficient in Microsoft suite of applications
Self‑sufficient yet team orientated with the ability to build positive relationships and work collaboratively with internal and external partners, peers and clients
Ability to execute in a high pressure, fast paced environment
Excellent organisation with a flexibility to manage changing priorities and respond to time constraints
Fast learning to understand complex business processes and initiative to build necessary knowledge
Innovative mindset to identify opportunities for process and control improvements
Seeks and acts upon feedback with a focus on personal development
Desirables or willingness to learn
Knowledge of the Investor communications industry and practices
Experience of working within a start‑up / scale‑up organisation
Problem solving and critical thinking skills
Experience of managing diverse, offshore and remote teams
Fluency in another language
Knowledge of programming / coding languages and applications
Benefits
401(k) plan
Private health insurance
25 annual days leave
Birthday off in addition to annual leave
Access to Absorb Learning
Improved family‑friendly policies
Work your way
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
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.
#J-18808-Ljbffr