Client Support

Overview Of 73 Strings

About The Role

Key Responsibilities

Applicants should expect to work weekends as part of their regular schedule

• Achieve proficiency in financial products we support, focusing on our monitoring & valuations tools.
• Provide superior client service, offering prompt and effective resolutions to application support inquiries.
• Troubleshoot client issues with accuracy, working alongside internal teams to document and deploy solutions.
• Manage all support channels, ensuring efficient and competent responses to client inquiries, while juggling multiple requests.
• Maintain meticulous records of client interactions, both written and verbal, within our internal systems.
• Engage regularly with management, fostering collaboration across business lines and regions
• Guide clients towards Client Success Managers or training resources to maximize organizational product utilization.
  

Requirements

• A bachelor's or master's degree (or equivalent).
• Over 3 years of relevant client-facing experience is required.
• Interest and/or experience in private markets software solutions is a plus.
• Understanding various Private Equity and Private Credit valuation methodologies and approaches is valuable.
• Strong Excel skills and a robust understanding of financial markets and securities.
• Familiarity with API (REST & SOAP API) & SSO is beneficial.
• Aptitude for swiftly mastering new technologies & financial products.
• Proven experience in establishing and running support functions, with a focus on building and optimizing processes to enhance efficiency and productivity
• Demonstrated ability to scale support functions to meet business needs, implement scalable solutions, and apply best practices for consistent service delivery and growth support
• Excellent written and verbal communication skills.
• Comfortable navigating challenging concepts and complexity.
• Capacity to assimilate and implement new information quickly, while maintaining current job performance.