Customer Support Representative serving customers with inquiries and orders in USA Sales channel. Collaborating with internal teams and providing exceptional service to ensure customer satisfaction.
About the role
- Client Operations Support professional managing client lifecycle and operational processes in the financial services industry. Organized and client-focused with strong attention to detail.
Responsibilities
- Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations
- Daily monitoring of client mailboxes and timely actioning of client queries
- Coordination of task delivery across various servicing teams
- Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
- Managing client complaints/issues: documenting, resolving, and escalating when needed
- Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
- Assist in management of contracts, invoicing details
- Help document SOPs, and training materials for operational tasks
- Act as a backup for other team members
- Participate in cross-departments initiatives (e.g CRM cleanup, contract management cleanup)
- Work with marketing or business teams on client communications
Requirements
- Minimum 3 years of experience in the financial industry, ideally in a client-facing role
- Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
- Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
- Excellent attention to detail and a high degree of accuracy when working with data
- Customer-centric approach with strong communication and interpersonal skills
- Proactive problem-solver who takes initiative and ownership of tasks
- Ability to work independently and as part of a cross-functional team
- Fluency in English (written and verbal) — additional languages are a plus
- Willingness to learn and adapt in a constantly evolving environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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