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Client Service Associate

Overview:
Job Overview

We are continuing to invest in our customer-oriented strategy and this role will report to the Head of US Client Services, and the position is an important part of implementing Preqin’s client-focused approach. Furthermore, this is an excellent opportunity to develop your career in a client-facing role within a fast-growing sector.

The Client Services team sits within our global Sales team. It is one of the primary points of contact for clients into the business that have any queries relating to the Preqin platform, or the wider company. We are a global team, who are based within our London, New York, Chicago, and Singapore offices, providing 24/5 support to our clients. Last year, we answered queries for over 8,000+ unique individuals across the globe. As our global client base expands, so do the number of users that will look to utilize our support. We support our clients via phone, e-mail and live chat to ensure they are getting the key data they require to reach their research and business objectives.

A
bout Preqin
You will be joining the world’s leading data and insights provider for the alternatives assets industry. We empower the finance community with comprehensive data and expert insights so they can make faster and smarter investment decisions with precision and confidence. We are a forward-thinking company and strive to make an impact by enabling our customers to envision future possibilities, invest in ideas and infrastructure that build strong communities.

Responsibilities:
In this role you will:
  • Responding to incoming client requests independently, often involving liaising internally with research and sales teams
  • Responding to client queries in real-time via Live Chat, using screenshots or walking clients through resolutions via the chat/on the phone
  • Provide proactive and consultative client support to our Core business, complimenting the efforts with retention and net revenue growth for an existing client base.
  • Understanding client use cases for using Preqin and providing guidance on how to obtain relevant data/information from the Preqin platform
  • Advising clients on how to obtain the relevant data/information from platform
  • Training/developing client knowledge of the Preqin platform
  • Work with Research/Sales/Product on implementing points of feedback from clients to help with Customer Experience
Qualifications:
You are a good fit if you have:

  • Excellent communication skills to build relationships with financial professionals and the ability to explain complex issues in a clear and simple way
  • Excellent analytical/problem solving skills - ability to have a problem-solving approach to all incoming queries.
  • Proficient in Microsoft Office: vlookups, pivot tables, 'what if’ statements and sorting large amounts of data to help with client requests.
    • High level of attention to detail - accuracy and consistency is a key feature of client support.
  • You should have some experience in customer or sales support/client relations or other client-facing role, as you will be liaising with key decision makers at financial institutions
    • You enjoy working with a friendly and intelligent group of peers as part of a team, balancing urgent tactical work, periodic operational needs, and our longer term sales initiatives.
  • Time management – you’ll be expected to balance a range of incoming tasks and outgoing calls/emails
    • A proactive attitude – you’ll be expected to use your initiative to resolve queries and to build product knowledge
  • Excel skills – you’ll be sorting through large datasets and managing excel sheets. While strong excel skills are preferable, we also provide training to anyone looking to brush up their skills!
  • Team-based attitude – working towards the goals of the global client services team and working closely with CSEs globally
  • Knowledge of CRMs, specifically using Salesforce

Other:
Our culture and values are:

Be Customer obsessed
We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.

Act with integrity
We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other.

Own your success
We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields

Think forward
We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage.

Make an impact
We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities.

Equal Opportunities at Preqin:
Preqin is an equal opportunity employer where diversity is at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law. Preqin is committed to offering an inclusive and accessible experience for all job seekers, so everyone has the opportunity to be successful. If you need a reasonable accommodation during the application process due to a disability, please let the Preqin recruiter know at the start of the application process. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.
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CEO of Preqin
Preqin CEO photo
Christoph Knaack
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Preqin is the Home of AlternativesTM, the foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, we have committed ourselve...

9 jobs
FUNDING
TEAM SIZE
DATE POSTED
August 4, 2023

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