Hybrid Client Service Support Specialist

Posted last week

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About the role

  • Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations
  • Daily monitoring of client mailboxes and timely actioning of client queries
  • Coordination of task delivery across various servicing teams
  • Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
  • Managing client complaints/issues: documenting, resolving, and escalating when needed
  • Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
  • Assist in management of contracts, invoicing details
  • Help document SOPs, and training materials for operational tasks
  • Act as a backup for other team members
  • Participate in cross-departments initiatives (e.g CRM cleanup, contract management cleanup)
  • Work with marketing or business teams on client communications

Requirements

  • Minimum 3 years of experience in the financial industry, ideally in a client-facing role
  • Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
  • Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
  • Excellent attention to detail and a high degree of accuracy when working with data
  • Customer-centric approach with strong communication and interpersonal skills
  • Proactive problem-solver who takes initiative and ownership of tasks
  • Ability to work independently and as part of a cross-functional team
  • Fluency in English (written and verbal) — additional languages are a plus
  • Willingness to learn and adapt in a constantly evolving environment

Job title

Client Service Support Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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