Job Vacancies at Iress

Accountabilities & Deliverables

Requirements Gathering and Analysis:

• Assist in gathering and documenting client requirements, collaborating with senior analysts to ensure a deep understanding of client needs and objectives.
• Support the analysis of business processes to identify opportunities for improvement and alignment with our products and services.

Solution Development and Testing Support:

• Work with technical and product teams to transform requirements into deliverable solutions, participating in testing to confirm that solutions meet client needs.
• Learn to create and update detailed process maps, user stories, and documentation to support implementation and client understanding.

Client Communication and Support:

• Act as a supporting contact for clients, helping clarify requirements and ensuring they are informed throughout the project lifecycle.
• Contribute to training and onboarding sessions for clients to help them maximise the value of our solutions.

Continuous Improvement and Feedback:

• Collaborate with cross-functional teams to collect and analyse client feedback, identifying ways to enhance product offerings and service delivery.
• Participate in team meetings, sharing insights on client needs and market trends within the trading and market data sectors.

Qualifications and Certifications

• Bachelor’s degree in Business, Finance, Economics, Information Systems, or a related field (required)
• Demonstrated interest and foundational understanding of financial services, trading, and market data (required)

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Accountabilities & Deliverables

Software Implementation and Configuration:

• Assist in configuring and implementing wealth management software to meet client-specific needs, ensuring alignment with company standards and industry best practices.
• Document configuration processes and best practices to support smooth, successful deployments and ongoing use.

Client Communication and Relationship Building:

• Work closely with clients to understand their requirements and communicate the implementation process, ensuring they are informed and supported at each step.
• Provide consistent, clear communication with clients and internal stakeholders, addressing questions and assisting with troubleshooting as needed.

Change Management and Adoption Support:

• Support change management initiatives to help clients adopt and make full use of our solutions, contributing to user training and ensuring maximum value from the software.
• Collaborate with internal teams, including Product, Support, and Sales, to refine and deliver solutions that meet client expectations.

Post-Implementation Support:

• Participate in post-implementation activities to resolve any issues that arise, ensuring stability and satisfaction with our solutions.
• Be a proactive participant during high-priority incidents, contributing to rapid and effective responses to support client needs.

Continuous Learning and Knowledge Sharing:

• Stay up-to-date with product developments and industry knowledge, sharing insights with the team to enhance collective expertise.
• Contribute to internal training, mentoring, and process improvement initiatives, reinforcing best practices and developing your own expertise.

Qualifications and Certifications

• Bachelor’s degree in Computer Science, Information Technology, Finance, or a related field (required)
• A demonstrated interest and understanding of financial advisory, investment management, and project management (preferred)

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Accountabilities & Deliverables

Client Onboarding and Engagement:

• Assist in guiding clients through the onboarding process, ensuring they are comfortable with our products and services.
• Collaborate with senior team members to develop personalised engagement plans tailored to each client’s needs and goals.

Ongoing Client Support and Satisfaction:

• Learn to serve as a primary point of contact for clients, addressing inquiries, resolving issues, and providing timely assistance.
• Work with the Customer Success team to monitor client satisfaction, implementing feedback and suggesting improvements where needed.

Collaboration and Cross-functional Support:

• Work alongside the Sales, Product, and Support teams to understand client needs and ensure seamless service delivery.
• Learn to identify and escalate more complex client issues to appropriate team members, contributing to continuous improvements in client experience.

Relationship Building and Retention:

• Develop skills to build lasting client relationships by understanding each client’s business objectives and aligning them with our solutions.
• Support efforts to increase client lifetime value, actively engaging in initiatives to improve retention and loyalty.

Qualifications and Certifications

• Bachelor’s degree in Business, or Finance or a related field (required)
• Demonstrated interest and foundational understanding of financial services (required)

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Accountabilities & Deliverables

Client Support and Query Resolution:

• Learn to provide first-line support by addressing client inquiries and troubleshooting product-related issues.
• Develop skills to manage client relationships by maintaining clear and professional communication.
• Use the company’s ticketing system to log, track, and document support cases accurately.

Technical Learning and Problem Management:

• Participate in hands-on training sessions to build your understanding of our trading and market data products.
• Learn to perform basic root cause analysis, escalating unresolved issues to senior team members when needed.
• Collaborate with internal teams, such as Product, Engineering, and Implementation, to work on client issues and learn the product suite.

Documentation and Process Improvement:

• Assist in creating and updating support documentation, FAQs, and troubleshooting guides.
• Participate in team discussions to understand feedback from clients and suggest improvements to enhance support processes.

Team Collaboration:

• Work closely with team members to meet support team goals, including client satisfaction and timely issue resolution.
• Attend cross-functional meetings to learn about product updates, ongoing client feedback, and any enhancements or changes.

Qualifications and Certifications

• Bachelor’s degree in Computer Science, Information Technology, Business, or a related field (required)
• Demonstrated interest and foundational understanding of financial services, trading, and market data (preferred)