Sr. Associate, Client Experience

Reposted 17 Hours Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Senior level
Fintech • Analytics
The Role
Manage a portfolio of small-to-mid client accounts post-sale, driving retention, adoption, and value through proactive engagement, data-driven analysis, structured reviews, and cross-functional coordination to resolve issues and support renewals and expansions.
Summary Generated by Built In

Role Summary: The Client Experience Senior Associate is a post‑sales role orientated to relationship management passionate about encouraging long‑term client value from an existing portfolio of accounts. Acting as a trusted partner to clients and a key collaborator to Sales and Client Experience colleagues, this role emphasizes account stewardship, analytical insight, and proactive engagement to ensure clients derive maximum value from our solutions. The role balances data‑driven analysis with frequent client interaction, supporting retention, satisfaction, and sustainable growth rather than new‑logo hunting.

Key Responsibilities

  • Act as the primary day‑to‑day contact for a defined book of small to mid‑sized client accounts, ensuring a consistently high‑quality client experience post‑sale.

  • Develop a deep understanding of client objectives, workflows, and usage patterns to proactively see opportunities to increase value, adoption, and satisfaction.

  • Analyse client usage, performance metrics, and feedback to identify risks and opportunities, translating insights into clear, practical actions for clients and internal partners.

  • Partner closely with Index Sales Managers and other commercial roles to support renewals, identify logical expansion opportunities, and ensure a joined‑up client strategy—without primary responsibility for hunting new business.

  • Deliver structured client engagements such as check‑ins, reviews, and tailored demonstrations that reinforce value realization and product understanding.

  • Coordinate with Product, Operations, and Client Advisory teams to resolve issues, handle user problems, and ensure client needs are met efficiently and accurately.

  • Maintain accurate account records, activity tracking, and data within CRM systems to support visibility, forecasting, and collaboration.

  • Act as the “voice of the client,” sharing insights and feedback internally to help improve products, services, and client processes.

What You’ll Bring

  • 2–4 years’ experience in a client‑facing role within financial services, data, analytics, customer success, or account management environments.

  • A strong analytical mentality with the ability to interpret data, usage trends, and client metrics, and translate them into clear recommendations.

  • Comfort and confidence engaging directly with clients—able to explain insights, guide conversations, and build trust‑based relationships.

  • Demonstrated experience managing a portfolio of existing accounts, focusing on retention, service quality, and long‑term value.

  • Solid understanding of financial markets, investment products, or data‑driven solutions (index knowledge a plus).

  • Strong organizational skills, with the ability to manage multiple priorities while maintaining attention to detail.

  • A collaborative, team‑oriented approach, working effectively alongside Sales, Product, and Client Experience colleagues.

Key Competencies

  • Analytical thinking and problem solving

  • Client engagement and relationship management

  • Clear, structured communication (verbal and written)

  • Data‑driven decision making

  • Collaboration and customer management

  • Accountability and follow‑through

Career Stage:

Senior Associate

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

Skills Required

  • 2-4 years' experience in a client-facing role within financial services, data, analytics, customer success, or account management environments.
  • Strong analytical mentality with ability to interpret data, usage trends, and client metrics and translate into clear recommendations.
  • Comfort and confidence engaging directly with clients, explaining insights, guiding conversations, and building trust-based relationships.
  • Demonstrated experience managing a portfolio of existing accounts with focus on retention and long-term value.
  • Solid understanding of financial markets, investment products, or data-driven solutions.
  • Index knowledge.
  • Strong organizational skills with ability to manage multiple priorities and maintain attention to detail.
  • Collaborative, team-oriented approach working effectively with Sales, Product, and Client Experience colleagues.
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
15,967 Employees

What We Do

LSEG (London Stock Exchange Group) is a diversified international markets infrastructure business —earning our clients’ trust for over 300 years. That legacy of customer-focused excellence ensures that you can rely on our expertise in capital formation, intellectual property and risk and balance sheet management. As global leaders in financial indexing, benchmarking and analytic services, we offer unrivalled access to international capital markets. Our high-performance technology solutions enable companies worldwide to access funds for growth and development. And with our Data & Analytics, Capital Markets and Post Trade divisions, we provide a comprehensive, integrated suite of trusted financial market infrastructure services that help our customers pursue—and achieve—their ambitions. You can count on our open access model for unparalleled partnership, flexibility, stability, and support across all of our businesses. That’s how we make a difference— ensuring people can meet their potential—worldwide.

Similar Jobs

Pfizer Logo Pfizer

Senior Regulatory Associate

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
In-Office
Walton, Cumbria, England, GBR
121990 Employees

Morningstar Logo Morningstar

Operations Associate

Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Hybrid
London, Greater London, England, GBR
11500 Employees

Morningstar Logo Morningstar

Operations Specialist

Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Hybrid
London, Greater London, England, GBR
11500 Employees

Citadel Logo Citadel

Quantitative Researcher

Information Technology • Software • Financial Services • Big Data Analytics
In-Office
3 Locations
4000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account