Engagement Specialist

Job Description

Flexibility Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: Provident Fund Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Mediclaim, Term Life Insurance, Accidental Coverage, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Diwali voucher, Monthly remunerated RnR program What You Will Get To Do: Manage SS&C Eze s Salesforce client request portal, Destination Station Build relationships with buy-side and sell-side clients Set appropriate project expectations and follow through on deliverables Collaborate with developers and account managers to prioritize enhancements driven by data from Salesforce and other systems Provide real-time support to external and internal stakeholders as a Destination Station subject matter expert What You Will Bring: Minimally requires a Masters degree, or Bachelors degree and 2 years of related experience, or high school degree and 4 years of related experience. Ability to manage multiple tasks and small projects across multiple clients at the same time Strong organization skills and must be detail-oriented Consistent positive attitude, even when dealing with difficult situations Must be able to manage expectations on deliverables to internal and external stakeholders Ability to understand key interdependencies and impact of work A motivated individual who is proactive about completing tasks and picking up projects Existing knowledge or ability to learn complexities of investment trading workflows It would be great if you also had : Familiarity with Salesforce or other CRM Experience working with buy-side and sell-side traders or trading operations roles