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Front Office Analyst & Coordinator

Location: Barcelona, Spain

Department: Finance & Legal

Salary: -


Our client provides services for the registration of shareholders, administration of employee stock plans and other solutions in governance and compliance.


Client Management Business Development Reporting:

1. Clients out of contracts analysis and reporting: reminders sent weekly for CMs to update the tracking spreadsheets; calls scheduled and held weekly firstly with Client Managers and now Associate Directors

2. Quartely and client satisfaction annual survey tracking and reporting: daily tracking of client responses to survey, updating the tracking spreadsheed and CRMoD

3. Overdue invoices tracking: tracking the status of overdue invoices, to receive prompt payment and avoided losses on the company P&L

4. Maintaining the Client Matrix and other key documents: maintaining and updating a central datasheet with key client information

5. Tracking client meetings and call reports

6. Tracking active client references: recording whether or not a client is an active reference

7. Tracking Clients at Risk: sending out regular notifications

8. MI reporting and analysis: monthly reports compiled to detail CM and BD activity, detailing clients managed

9. Client Due Diligence: tracking and ensuring that CDD is completed by Client Managers by the required deadline

10. CRMoD projects: ensuring key data is addedn to CRMoD by Client Managers by the required deadlines

11. Escalations: escalating any gaps in reporting to the Associate Directors and then to Director of CM&BD

12. Ad-hoc data requests: provinding key statistics the information detailed above, upon request; provinding monthly risk data to Compliance

13. Risk champion: attending Risk Champion meeetings, inputting key departmental risks and risk controls into the ACE system

Client Management Business Development Administration:

1. Supporting the Director of Client Management Business Development
2. Client presentations and documents
3. Planning and scheduling internal meetings
4. Training and development
5. Referral point for Front Office Assistants with queries and clarifications


- Proficient in MS Office Suite
- Ability to work both independently and as part of a team
- Indutry knowledge
- 1 year of experience in planning and managing workload to meet deadlines
- Organisation skills
- Strong literacy and numery skills
- Ability to identify and solve problems
- Strong attention to detail and accuracy
- Adaptability
- Languages: English and Spanish fluency


Indefinite Contract
Work hours: 9 am to 18 pm
Incorporation: as soon as posible


Marta Muñoz
(+34) 93 231 00 00 (Ext. 206)

Placement agency Nº 9900000357
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