BPO Workflow Specialist, Enterprise Services - Financial Solutions in London, United Kingdom
Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. An exciting and new opportunity has opened to join the Bloomberg Product Oversight team in New York. This critical team dives deep into the very roots of our client’s workflow to get a comprehensive understanding of their business. The team aligns client workflow and data consumption with the appropriate contractual framework and Bloomberg offering, protecting both our clients and Bloomberg. What’s the Role? In this role, you will have a customer-focused mindset, actively engaging with clients to understand their workflows towards the goal of Bloomberg products being used to their full potential. By leveraging your market knowledge across multiple asset classes, you will build a deep understanding of customer data usage, enabling you to identify opportunities for product adoption and potential misuse. You will manage stakeholder relationships across the global team, analysts, enterprise sales, product and analytics partners. You will actively share ideas in global forums, creating a collaborative environment to build a strong community of discussion. Additionally, you will take ownership of initiatives such as sandbox demos, workbook registrations, and proactive call lists, influencing product adoption and driving positive outcomes. In this role, you will be encouraged to challenge assumptions, influencing change where needed and driving continuous improvement, both for your team and the broader organization. You’ll also advocate for the BPO mission, collaborating across departments and helping to attract top talent to ensure maximum impact. You’ll need to have: At least 18 months of experience in a client-facing role within analytical, support, or customer service functions, with a strong preference for candidates with more extensive experience A strong interest in working in audit and compliance A good understanding of the financial services workflow across front, middle, and back office Thrive on a fast-paced team, whilst demonstrating adaptability in a constantly evolving environment A familiarity and interest with data content and licensing frameworks The ambition to take ownership and responsibility of projects from start to finish Effective stakeholder management across departments and seniority levels Originating, owning, and managing initiatives to drive positive impact Being bold to effect change with innovation and collaboration Strong analytical skills to evaluate complex workflows Market knowledge across asset classes and application of data in each Excellent verbal and written communication skills including adapting communication styles Superior questioning skills, including applying open-ended questions and the curiosity for clarifying Demonstration of ownership, taking initiative, and accountability to internal and external parties A strong attention to detail with a focus on quality client conversations Desire to learn new technologies, tools, and industry practices A customer-centric mindset intent on doing the right thing with active listening, empathy, and fairness Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law. Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process.
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Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. An exciting and new opportunity has opened to join the Bloomberg Product Oversight team in New York. This critical team dives deep into the very roots of our client’s workflow to get a comprehensive understanding of their business. The team aligns client workflow and data consumption with the appropriate contractual framework and Bloomberg offering, protecting both our clients and Bloomberg. What’s the Role? In this role, you will have a customer-focused mindset, actively engaging with clients to understand their workflows towards the goal of Bloomberg products being used to their full potential. By leveraging your market knowledge across multiple asset classes, you will build a deep understanding of customer data usage, enabling you to identify opportunities for product adoption and potential misuse. You will manage stakeholder relationships across the global team, analysts, enterprise sales, product and analytics partners. You will actively share ideas in global forums, creating a collaborative environment to build a strong community of discussion. Additionally, you will take ownership of initiatives such as sandbox demos, workbook registrations, and proactive call lists, influencing product adoption and driving positive outcomes. In this role, you will be encouraged to challenge assumptions, influencing change where needed and driving continuous improvement, both for your team and the broader organization. You’ll also advocate for the BPO mission, collaborating across departments and helping to attract top talent to ensure maximum impact. You’ll need to have: At least 18 months of experience in a client-facing role within analytical, support, or customer service functions, with a strong preference for candidates with more extensive experience A strong interest in working in audit and compliance A good understanding of the financial services workflow across front, middle, and back office Thrive on a fast-paced team, whilst demonstrating adaptability in a constantly evolving environment A familiarity and interest with data content and licensing frameworks The ambition to take ownership and responsibility of projects from start to finish Effective stakeholder management across departments and seniority levels Originating, owning, and managing initiatives to drive positive impact Being bold to effect change with innovation and collaboration Strong analytical skills to evaluate complex workflows Market knowledge across asset classes and application of data in each Excellent verbal and written communication skills including adapting communication styles Superior questioning skills, including applying open-ended questions and the curiosity for clarifying Demonstration of ownership, taking initiative, and accountability to internal and external parties A strong attention to detail with a focus on quality client conversations Desire to learn new technologies, tools, and industry practices A customer-centric mindset intent on doing the right thing with active listening, empathy, and fairness Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law. Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process.
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