Client Support Specialist
Client Support Specialist
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Location: New York, United States
Type: Full-time
Department: Financial Markets
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Summary
eClerx Financial Market Operations is seeking a Client Support Specialist to join our team of high-performing professionals. In this role, you will provide exceptional service to the customers of a leading Global Asset Management client.
Responsibilities
- Provide direct service and support to our client’s global Private Credit & Insurance customer base through phone, email, tickets, and chat correspondence in an articulate and insightful manner.
- Respond to inquiries related to, but not limited to, account maintenance, order/trade status, positions, pricing, products, billing confirmations, and statements.
- Ask the right questions and actively listen to the customer to understand their needs, requests, or problems.
- Manage multiple customer requests simultaneously, prioritizing tasks to ensure prompt and accurate resolution.
- Collaborate with multiple departments internally to route issues to the respective SMEs and Technical Experts, ensuring resolutions are provided within SLAs.
- Provide timely communication to the customer throughout the inquiry lifecycle, keeping them informed of progress and next steps.
- Document all customer interactions and issues in client’s Salesforce CRM system.
- Maintain a high level of knowledge of product offerings across Financial Markets to assist customers effectively.
- Contribute feedback internally to improve customer support processes.
- Assist in the development of customer support materials, such as FAQs and guides.
- Comply with all company rules, regulations, and best practices regarding information security and technology.
Eligibility Requirements
- Bachelor’s Degree in Business, Finance, Technology, or a related field of study.
- 1-3 years of experience in a client-facing role, either at a traditional financial institution or technology provider.
- Understanding of global financial markets and knowledge of finance, trade lifecycle, and investment banking.
- Experience with different channels of support, including voice, email, and chat.
- Strong analytical and problem-solving skills.
- Superb communication skills, both verbal and written.
- Exemplary interpersonal skills.
- Strong logical and quantitative abilities to derive insights from past experience.
- Excellent time management and organizational skills.
In the US, the target base salary for this role is $70K-$95K. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors.
About eClerx
eClerx provides business process management, analytics, and automation services to a number of Fortune 2000 enterprises, including some of the world's leading companies across financial services, cable & telecom, retail, fashion, media & entertainment, manufacturing, travel & leisure, software and high-tech. Incorporated in 2000, eClerx is one of India's leading process management and data analytics companies and is today traded on both the Bombay and National Stock Exchanges of India. eClerx employs 17,000+ people across its global sites in the US, Canada, UK, Australia, Italy, Germany, Switzerland, Dubai and Singapore, along with its delivery centers in India and Thailand. For more information, visit www.eclerx.com
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here
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Are you a detail-oriented individual with a passion for client communication? eClerx is on the lookout for a dedicated Client Support Specialist to join our Financial Market Operations team in vibrant New York! As a Client Support Specialist, you will engage directly with a diverse customer base within our prominent Global Asset Management client. Your day will be filled with providing top-notch service via phone, email, chat, and ticketing systems, ensuring that inquiries related to account maintenance, trade statuses, pricing, and more are met with clarity and professionalism. You'll be the problem-solver, adept at juggling various customer needs while keeping everything organized and timely. Collaborating with specialists in our multiple departments, you'll route issues efficiently to get swift resolutions while keeping our clients informed every step of the way. Your knowledge of financial markets will shine through as you assist customers and contribute to our support materials. If you have a Bachelor's Degree, experience in a client-facing role, and a desire to thrive in a fast-paced environment, let’s make a financial impact together at eClerx! Join our diverse team and take your career to the next level while being part of a company that values integrity, commitment, and growth in New York!
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