Client Service and Sales Support specialist assisting the sales team at BNY Investments in Milan. Providing administrative and technical support to achieve sales goals.
About the role
- Client Services Administrator providing administrative support to reseller network and internal teams. Handling order processing, customer communication, invoicing, and operational support.
Responsibilities
- Process new orders from reseller partners in accordance with our client’s established workflows.
- Enter order and customer details accurately into systems such as Odoo, Asana, and PaperCut portals.
- Verify order details, licenses, and renewals to ensure completeness before processing.
- Coordinate with the operations team and automation specialist to ensure order data flows correctly between systems.
- Respond promptly and professionally to reseller and customer requests via phone, email, and ticket systems.
- Provide accurate information regarding order status, renewals, and invoicing.
- Support the Project Coordinator in communicating scheduling updates or follow-ups when needed.
- Generate and issue invoices accurately and on time, ensuring alignment with order details.
- Track and reconcile purchase orders, invoices, and payments within our client’s internal systems.
- Work with the operations manager to flag discrepancies or overdue items for follow-up.
- Answer and route inbound phone calls from resellers and customers.
- Maintain accurate records of all communications and transactions in our client’s systems.
- Support the broader operations team with administrative and coordination tasks as needed.
Requirements
- Experience in administrative support, customer service, or order processing roles.
- Strong attention to detail and data accuracy.
- Excellent written and verbal communication skills in English.
- Strong organisational and multitasking abilities.
- Proficiency with common business tools (Microsoft Office / Google Workspace).
- Willingness to learn and work with our client’s internal systems (Asana, Odoo, PaperCut, automation tools).
- Experience in a technology, SaaS, or channel-based business (Desirable).
- Familiarity with CRM, ERP, or workflow systems (e.g. Odoo, HubSpot, Salesforce) (Desirable).
- Basic understanding of invoicing, purchase orders, and account reconciliation (Desirable).
- Prior experience in a remote or distributed team environment (Desirable).
Benefits
- Flexibility in work hours and location, with a focus on managing energy rather than time.
- Access to online learning platforms and a budget for professional development
- A collaborative, no-silos environment, encouraging learning and growth across teams
- A dynamic social culture with team lunches, social events, and opportunities for creative input
- Health insurance
- Leave Benefits
- 13th Month Salary
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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