Client Services Specialist Client Services Specialist …

Phyton Talent Advisors
in New York, NY, United States
Permanent, Full time
Last application, 21 Feb 20
70K
Phyton Talent Advisors
in New York, NY, United States
Permanent, Full time
Last application, 21 Feb 20
70K
Phyton Talent Advisors is working with a Financial Services Technology company here in NYC in their search for a Client Services Specialist.

Responsibilities:

  • Provide first-level support to internal and external users for all products and delivery channels (Web, API, Excel Add-in, Datafeeds).
  • Work closely with Product, Information Technology, Sales and other groups in the analysis, interpretation and resolution of client issues pertaining to Research, Ratings, Country and Industry Risk, Data and Analytics.
  • Document and manage all queries, enhancement requests and feedback received via email and telephone to ensure a timely resolution and an overall positive client experience.
  • Produce ad-hoc reports and clients’ usage statistics.
  • Utilize internal system (Salesforce Service Cloud) to log issues, escalate unresolved queries and follow-up with relevant departments for issue resolution.
  • Highly proactive and intuitive to identify opportunities to improve the client experience
  • Provide client feedback to Product and Sales in support of product enhancement, renewal and growth objectives.
  • Various internal projects (Salesforce, metrics, etc.)
  • Identify and log lead into CRM platform and assign to relevant individual in Sales, Business Relationship Management.

 

Qualifications:

  • Bachelor’s degree or higher.
  • Customer focused with a commitment to providing exceptional client service.
  • Prior experience in a client support role.
  • Team player with ability to work as an individual.
  • Excellent written and verbal communication skills.
  • Fixed Income product knowledge preferred.
  • Prior exp with Datafeeds, Web-based platforms, API or Excel Add-in is a plus.
  • Spanish speaking a plus.

 

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