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Title:  Client Success Specialist

Job ID:  2844

London, ENG, GB

Category:  Customer Service

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe.  We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 

Job Description

Acts as a service liaison between customer, and product. Runs day to day operations for a set of clients as per the client SLA.
Working directly with the client success manager to ensure a clear understanding of customer’s business needs


  • Ensure customer satisfaction as per the predefined SLA. Generate KPIS for senior management approval.

Lead job duties

  • Complete data processing and running the full production process for certain clients
  • Ensure that all data management, calculation, report generation and distribution tasks are clearly followed as per the SLA
  • Maintain current knowledge of all operating procedures, policies, written instructions, and other directives.
  • Work with remote teams to ensure certain tasks are completed in a timely manner
  • Conduct testing for application releases
  • Manage client communications on day to day operations
  • Ensure time and utilisation is captured accurately and in a timely manner
  • Report to management on status and progress of work and causes of work delays.


• Very good Excel skills (preferably including VBA)
• Language Skills: English (French or German is an asset)
• Expert problem-solving skills and the ability to work collaboratively with other departments to resolve complex issues with innovative solutions.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
• Planning/Organizing - Prioritizes and plans work activities; uses time efficiently.

Donnelley Financial Solutions is committed to an inclusive, equitable and accessible workplace and we welcome and encourage applications from people with disabilities. Accommodations are available for candidates taking part in all aspects of the selection process, upon request, by e-mailing:  So that we can quickly respond to your request, be sure the words "Accommodation Request" are included as the subject line of your e-mail.  In your e-mail, include your full name, telephone number, e-mail contact information, the position for which you are interested in applying for and the type of accommodation you are requesting.  We will respond to your request within 2-3 business days.