Advisor, Client Solutions

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