Client & User Support is an industry-leading and award-winning client service team within the Company, focusing on people with a specialized knowledge of a select group of sophisticated software and product offerings. Initially, you will be tasked with supporting a wide variety of clients using the Company workstation, which will give you the advantage of gaining knowledge and experience working with the various products clients use to obtain and analyze financial information. The team is composed of self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence and responsibility.
As an Advisor, Client Solutions, you will:
Answering client questions globally through expert telephone, email, instant message, and proprietary communication channels.
Support Company applications
Create custom Company models and screens
Solving complex financial queries
Requirements for the position:
Bachelor's degree
English spoken fluently
Strong analytical and problem-solving skills as well as experience in advanced web-searching
Highly organized
Genuine interest or experience in financial markets
Excellent communication and interpersonal skills
Hardworking and proactive
Ability to work independently using creative thinking without extensive direction
Strong work ethic and highly self-motivated
Positive team player attitude
Key responsibilities and accountabilities:
A proficient understanding of the Company Workstation, the content clients consume through Company, and Microsoft Excel
Follow procedures for maintaining the highest level of quality support for all Company clients
Share ideas and promote suggestions for improvement of workflows
Cooperate and liaise with other Company groups, including Client Solutions, Sales, and Product Development
Meet targets and goals set by exhibiting motivation and high performance
Attending internal meetings, training sessions, and completing projects as requested
Keep up to date with the market we are operating in, including our products and competitors
Progress is reviewed informally monthly, followed by formal 6 month and yearly reviews as per Company procedure
It is the employee's responsibility to keep updated with any changes made to them