What are the responsibilities and job description for the Client Services Analyst - Prime Brokerage position at The JM Longbridge Group?
Global Financial Services Firm is hiring for a Client Implementation Analyst / Specialist. Financial Services experience is essential, ideally Prime Brokerage, coupled with project management and a strong understanding of the trading lifecycle - Derivatives, as well as some technical skills in Python (writing queries and scripts) and APIs. This is a permanent role based in New York. They have a hybrid set-up of 2 days in the office.
This role plays a key part in ensuring smooth client onboarding and implementation, while supporting ongoing client success. You’ll be involved in coordinating technical integrations, assisting with solution rollouts, and providing hands-on support throughout the client lifecycle.
Responsibilities include:
- Lead small to large-scale implementation projects, creating and maintaining detailed implementation plans.
- Manage stakeholder communication and reporting, including task logs, RAID logs, and project trackers.
- Support technical integration of client data using APIs, SFTP, and UI tools, handling formats such as JSON, XML, and CSV.
- Analyse and debug large, complex datasets, identifying errors and ensuring data integrity.
- Test and validate client workflows post-integration, ensuring functionality aligns with requirements.
- Collaborate with Development and Product teams to highlight enhancements and new feature requests.
- Escalate client concerns where necessary and proactively suggest process improvements within the Client Services team.
Skills & Experience:
- Proven experience in client-facing implementation or support roles (ideally within Fintech, Prime Brokerage, or Financial Services)
- Strong project management and communication skills
- Hands-on experience with data integration and transformation
- Familiarity with APIs, SFTP, automation tools (e.g. Postman, SoapUI), and working with large datasets
- Project management tools
- Python knowledge
- Detail-oriented, highly organised, and able to manage multiple workstreams
Please apply for immediate interview!