Proxymity
Proxymity

Proxymity builds digital investor communications software for issuers, intermediaries and investors. Its platform connects these groups directly and authenticates communications in real time, helping make shareholder processes more transparent and reducing reliance on paper transfers and manual data entry.

Proxymity Vote Connect digitizes proxy voting and provides real-time visibility into the voting process. Proxymity Shareholder ID automates the handling of shareholder disclosure requests. Together, these products support accurate, efficient communications and regulatory compliance. Proxymity works in investor communications, with a focus on legal and compliance processes.

Client Service Associate

Resolve complex client enquiries and support Proxymity’s digital investor communications platform across finance and proxy services. The role combines issue management, client reporting and coordination with internal teams.

Description

  • Provide attentive client service by managing issues proactively.
  • Resolve client issues within agreed service levels.
  • Refer issues to management when escalation is needed.
  • Produce client reports, including detailed management information (MIS).
  • Prioritise enquiries and tasks according to volume, complexity, sensitivity and risk.
  • Serve as the main link between clients and the business.
  • Handle complex client enquiries by phone, email and other channels.
  • Build trusting, collaborative relationships with clients.
  • Own issues and keep internal and external stakeholders updated.
  • Spot enquiry trends, guide clients and work with internal teams to address service gaps.
  • Raise risk-related issues promptly with managers.
  • Investigate root causes and work with the team or manager to put fixes in place.
  • Coordinate with other teams to support successful project delivery.

Requirements

  • Communicate clearly and maintain a professional manner.
  • Bring strong concentration and organisational skills.
  • Previous customer service experience in a similar field is preferred.
  • Experience working in or alongside an operations team in finance or proxy services would be beneficial.
  • Solve problems effectively and remain composed under pressure.

Benefits

  • Headspace subscription.
  • An additional day off for your birthday.
  • Access to Absorb Learning.
  • Enhanced family-friendly policies.
  • Hybrid working arrangement.
  • Choice of work technology.
  • Two duvet days each year.
  • One volunteer day each year.
  • A four-week sabbatical after four years with Proxymity.
  • Workation option to work anywhere worldwide for up to 45 days per calendar year.
  • Company-wide parties twice a year.
  • Team social events.

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