Senior Client Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist with the current client trading workflows and facilitate the onboarding of new client funds and trading processes.

• Manage client permission structures and roles.

• Set up and maintain application layouts.

• Resolve daily support challenges.

• Create and refine documentation for improved support processes related to trading workflows, trading templates, and application permission matrices.

• Ensure uniformity in application layouts across all Sky Road modules and clients.

• Communicate and escalate issues to the development team as necessary.

• Collaborate with project managers during the onboarding of new clients.

• Assist in the configuration and testing of client onboarding.

• Provide support to Sky Road clients and maintain effective communication with them.

• Document trading workflows, trading templates, and permission role models thoroughly.

• Take ownership of application layout consistency across all Sky Road clients.

⛳️ Requirements

• Proven experience in a support role.

• Familiarity with Trade and Order Management systems or workflows.

• Understanding of key financial data domains, including issuers, instruments, industries, ratings, and pricing of financial products.

• Proficient Excel skills, with the capability to join, pivot, and summarize data effectively.

• Strong troubleshooting abilities for support issues.

• Keen attention to detail.

• Experience collaborating within a team environment.

• Knowledge of Portfolio Management, Compliance, and Security Master systems is preferred.

• Background in vendor software product support is a plus.

🏝️ Benefits

• Competitive health benefits package.

• Matched 401k and pension plans.

• Paid Time Off (PTO).

• Generous parental leave policy.

• Gym subsidies available.

• Educational reimbursements to support career development.

• Recognition programs to celebrate achievements.

• Annual performance bonus at year-end.