Senior Client Services Associate (UK Based)
Valitana LLC —Remote
- £70,000 - £100,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organisational skills
- Annual leave
- Sick pay
Quick apply
Research Integrity Associate Editor
Sage —London
- £41,200 a year
- Hybrid work
- Research
- In-person
- Communication skills
- Annual leave
2d
Data & Quality Manager
The Wallich —Wales
- £35,996.19 a year
- Full-time
- Hybrid work
- Continuous improvement
Senior Associate Trustee
3173 —London
- Full-time
- Remote
- Business development
- Continuous improvement
- Communication skills
HR Trustee - Volunteer Role - Remote
BelEve —London
- Temporary
- Remote
- Human resources
- Leadership
Quick apply
Administrative Worker (Part-Time)
Ealing Anchor Foundation —Southall
- £13.75 an hour
- Part-time
- Microsoft Word
- Computer literacy
- In-person
Quick apply
Associate, Agency and Trustee Services
Kroll —London
- Full-time
- Master's degree
- Analysis skills
- Bachelor's degree
Wellbeing Coordinator (Community and Outreach)
Kings College London Student Union —London
- £34,804 - £40,373 a year
- Full-time
Volunteer Community Engagement Coordinator (Health & Community Focus)
Klinefelter Syndrome Support Scotland —Scotland
- £1 a year
- Weekend availability
- Hybrid work
- CRM software
- Customer service
- No experience needed
- Work from home
Quick apply
Volunteer Business Support Coordinator (Health & Community Focus)
Klinefelter Syndrome Support Scotland —Remote
- £1 a year
- Weekend availability
- Remote
- Microsoft Word
- CRM software
- Google Suite
- Work from home
Quick apply
Chair of the Oversight Panel, Centre for Inclusive Money at Nest
NEST —London
- £10,000 a year
- Mentoring
- Recruiting
- Financial services
Conventional Debt Relationship Manager - Global Corporate Trust
U.S. Bank National Association —London
- £95,625 - £112,500 a year
- Full-time
- Business development
- Bachelor's degree
- Conflict management
Administration Support - Board & SMT
Amber Valley Council for Voluntary Services —Ripley
- £25,396.80 a year
- Weekend availability
- Customer service
- Microsoft Office
- Databases
- Sick pay
Quick apply
12d
Manager, Customer Experience Innovation Projects
Sage —London
- £58,000 a year
- Hybrid work
- Mentoring
- In-person
- Leadership
- Annual leave
12d
Programmes Manager
Amanah Global Relief —Remote
- £35,000 a year
- Full-time
- Remote
- Computer literacy
- Microsoft Office
- Project management
- Flexitime
- Work from home
Quick apply
8d
Annuities Data Analyst, RS&AM
Standard Life —London
- From £33,500 a year
- Annual leave
2d
Fundraising & Partnerships Trustee - Founding Trustee Opportunities
Hairouna Hounds Foundation —Remote
- Up to £15 an hour
- Remote
- Management
- Business development
- Leadership
Quick apply
5d
Ageing Well Co Ordinator East Northants PCN
Northamptonshire Carers —Wellingborough
- £21,767.20 a year
- Part-time
- Hybrid work
- Databases
- Case management
- Nursing
- Health & wellbeing programme
Quick apply
9d
Board Trustee
Solihull Care Housing Association Limited (SCHA) —Solihull
- £1,500 a year
- Management
- Human resources
- IT
- Free parking
Quick apply
7d
Charity Trustee
Citizens Advice Westminster —London
- Hybrid work
- Leadership
Quick apply
10h

I want to receive the latest job alerts for trustee in uk remote

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Client Services Associate (UK Based)

Valitana LLC
Remote

Quick apply

Job details

Full-time
£70,000 - £100,000 a year

Benefits

Annual leave
Company pension
Sick pay

Qualifications

Data integration
Financial analysis
Bachelor's degree
Organisational skills
Customer support
Communication skills

Full job description

About Valitana

Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Position Overview

Valitana is seeking a talented Senior Associate, Client Services to support our client success team in the United Kingdom. The individual in this role will become an expert in Valitana’s multi-asset class trade and portfolio management system, providing a white glove service to our clients, and helping them maximize the platform’s potential by guiding them through its features and providing solutions for their unique needs.

Responsibilities

Deliver high-quality support to Valitana’s clients such as Hedge Funds, Banks, Trustees, Insurance firms, and CLO/ABL Managers.
Analyze financial metrics and dive into fixed income, private credit, and various deal structures including ABL (Asset-based Lending) and CLO’s (Collateralized Loan Obligations).
Assist with maintaining compliance for SMA (Separately Managed Accounts) and compliance for managed deals.
Provide effective guidance to users on leveraging Valitana’s Vantage platform.
Use advanced Excel skills to develop spreadsheets for client-specific needs using the Valitana plugin for data integration and calculations.
Assist clients in uploading and managing data within the Vantage platform. Build custom metrics and workflows for clients and prospects.
Light travel may be required and should be no more than 10% for conferences and other work-related events in or around the UK, EU, and USA area based on firm needs.

Qualifications

5-8+ years of professional work experience in a role related to Math, Engineering, Finance, or Financial Operations. Client-facing experience is required.
1+ years management or mentorship experience is highly valued.
Familiarity with collateralized loan obligations.
Ability to comprehend complex financial concepts of structured finance products.
Proficiency in Excel, including advanced functions and data analysis.
Excellent verbal and written communication skills.
Detail oriented with strong organizational skills.
Resourceful with the ability to work independently as well as a team.
Honours bachelor’s degree (BA/Bsc Hons) from an accredited university.
Python is a plus but not required.

What We Offer

This is a remote position and the base salary range for this role is GBP 70,000 – 100,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive all UK statutory benefits, including a workplace pension scheme with employer contributions, statutory annual leave, statutory sick pay, and statutory family leave entitlements.

Please note that this role does not offer visa sponsorship. Applicants must have the existing right to work in the United Kingdom. We are committed to making our recruitment process accessible to all candidates. If you require any reasonable adjustments at any stage of the process, please let us know and we will be happy to accommodate.

Valitana is an equal opportunity employer. We are committed to providing a working environment free from discrimination and welcome applications from all qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in line with the Equality Act 2010.

lryYDu7emQ

Quick apply

Refine Your Search

trustee jobs in uk remote

Senior Client Services Associate (UK Based)

Research Integrity Associate Editor

Data & Quality Manager

Senior Associate Trustee

HR Trustee - Volunteer Role - Remote

Administrative Worker (Part-Time)

Associate, Agency and Trustee Services

Wellbeing Coordinator (Community and Outreach)

Volunteer Community Engagement Coordinator (Health & Community Focus)

Volunteer Business Support Coordinator (Health & Community Focus)

Chair of the Oversight Panel, Centre for Inclusive Money at Nest

Conventional Debt Relationship Manager - Global Corporate Trust

Administration Support - Board & SMT

Manager, Customer Experience Innovation Projects

Programmes Manager

Annuities Data Analyst, RS&AM

Fundraising & Partnerships Trustee - Founding Trustee Opportunities

Ageing Well Co Ordinator East Northants PCN

Board Trustee

Charity Trustee

I want to receive the latest job alerts for trustee in uk remote

Related Searches

Explore jobs in more locations

About Valitana

Position Overview

Responsibilities

Qualifications

What We Offer

Jobseeker tools

Employer Tools

Browse

Stay Connected