Client Solutions Specialist

6 days ago

Singapur, Singapore Preqin Full time
About the Role

We are seeking an analytical and organized individual with knowledge of the financial markets, client-facing experience, and proficiency in Microsoft Excel. Our ideal candidate would have a strong consultative approach to effectively engage with clients in these markets.

Key Responsibilities
  • Respond to inbound client inquiries independently, often requiring collaboration with internal teams like Research, Sales, Product, and Engineering.
  • Respond to client queries in real-time via Intercom chat or over the phone.
  • Understand client needs for utilizing Preqin and provide solutions and guidance in extracting relevant information and data from the Preqin platform.
  • Conduct training sessions to enhance client understanding of the Preqin platform when needed.
  • Provide proactive and consultative support to internal stakeholders and clients, complementing the efforts with retention and net revenue growth for an existing client base.
  • Collaborate with Research/Sales/Product on implementing points of feedback from clients to enhance overall Customer Experience.
Requirements
  • Excellent communication skills, comfortable with making outbound calls and receiving inbound calls, capable of building relationships with financial professionals and adept at explaining complex issues clearly.
  • Strong analytical and problem-solving skills, with a proactive approach to dealing with issues and complex requests, investigating anomalies and a desire to get to the bottom of a problem.
  • Organizational proficiency, able to manage priorities and expectations for incoming requests and projects, and diligent in documenting and logging activity in CRM system.
  • Proficiency in Microsoft Excel, including vlookups, pivot tables, 'what if' statements, etc., and effectively presenting large amounts of data to assist with client requests.
  • High level of attention to detail, accuracy, and consistency is a key feature of client support.
  • Strong team player with the ability and enthusiasm to work independently, balancing urgent tactical work, periodic operational needs, and our longer-term sales initiatives.
  • Previous work 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.
  • Fluency in Mandarin is a plus.

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