Client Services Analyst

Client Services Analyst

6 days ago Be among the first 25 applicants.

About ESG Book

ESG Book powers financial markets with the insight needed for a more sustainable future. By seamlessly integrating sustainability data with an advanced disclosure platform, we enable financial institutions and corporates to share and interpret mission‑critical sustainability information. Established in 2018, ESG Book's cloud‑based solutions are trusted by the world's largest banks, corporates, investors, and consultants to navigate the complexities of sustainability with precision and efficiency. Headquartered in London, we serve clients and partners including Citi, HSBC, Accenture, Google, and Bloomberg.

The CES Team

We're expanding our Client Enablement & Success function to strengthen our client onboarding and technical support capabilities. This role is pivotal in ensuring that clients have a seamless experience getting up and running with our platform, while also resolving any technical issues efficiently. The team sits at the nucleus of our operational ecosystem, connecting product, client success, sales, reporting entities, and partners, and will drive a more connected, efficient, and empowered ESG Book experience.

Primary Responsibilities

Client Onboarding & Platform Enablement:

• Build and maintain strong foundational knowledge of the ESG Book product suite, including key workflows, use cases, and customer impact.
• Set up client access, permissions, and delivery schedules on the ESG Book platform.
• Guide new clients through onboarding processes and platform orientation.
• Apply product knowledge to resolve standard customer queries accurately.
• Serve as a key point of contact, particularly for German‑speaking clients (e.g. savings banks in Germany).

Technical Support & Issue Resolution:

• Handle incoming client support queries via the service desk.
• Investigate and resolve technical problems related to platform access, data, and delivery.
• Use tools like Excel to analyze and troubleshoot data‑related issues.
• Collaborate with tech and product teams to triage complex problems.

Internal Collaboration:

• Act as a link between the CES team and internal stakeholders (Sales, Product, Tech).
• Support Sales teams with technical documentation and insights on platform functionality.
• Help develop internal and client‑facing documentation and FAQs.

Requirements

• Up to 2 years of relevant experience in client support or servicing field.
• Superior proficiency with Microsoft Excel, PowerPoint, and Word.
• Fluent in German (preferred C1 level) and English.
• Excellent interpersonal and communication skills, with the ability to convey technical and quantitative topics to a range of stakeholders.
• Demonstrated analytical skills and mindset.
• Additional skills like SQL and Python can be helpful.

Benefits

Why Work with Us?

• We're committed to sustainability and innovation worldwide.
• Help shape the future of sustainable finance while contributing to solutions that drive change.

Opportunities to Grow:

• Our flat structure and dynamic growth mean there's room to step up, move into different teams, take ownership, and make a real difference.
• Be part of a dynamic team that values your personal and professional growth.

A Collaborative Environment:

• Work in a team where your voice matters.
• Work alongside some of the brightest minds in the industry in an open, supportive, and diverse environment.

Flexibility & Balance:

• We empower you to achieve work‑life balance with flexible schedules.

We are an equal opportunities employer. This belief and approach apply to all aspects of employment, including recruitment and selection, opportunities for training, development and promotion and our terms and conditions of engagement.

Apply Now
If you're excited to be part of a purpose-driven company that values your contributions and offers room to grow, we'd love to hear from you. Join ESG Book and help shape the future of sustainable finance, while building your own.