Client Solutions Specialist

2 months ago

Singapur, Singapore Preqin Full time
About the Role

We are seeking a highly skilled and motivated Client Solutions Specialist to join our Client Solutions team in Singapore. As a key member of our team, you will be responsible for providing exceptional support to our clients, ensuring their queries are resolved efficiently and effectively.

Key Responsibilities
  • Respond to client requests, often involving internal liaison with research, sales, product, and engineering teams, as well as resolving issues independently.
  • Respond to client queries in real-time via Intercom, using screenshots or walking clients through resolutions via the chat/on the phone.
  • Understand client use cases for using Preqin and provide guidance on how to obtain relevant data/information from the Preqin platform.
  • Train/develop client knowledge of the Preqin platform via Zoom.
  • Pro-actively contact clients via Phone/Email to ensure usage/understanding of platform.
  • Take inbound calls to the company mainline, qualifying leads that require further information, in order to pass to the sales team.
  • Work to support/promote sales and marketing initiatives.
Requirements
  • Excellent communication skills, with the confidence to make outbound calls and receive inbound calls, to build relationships with financial professionals and the ability to explain complex issues in a clear and simple way.
  • Excellent analytical/problem solving skills - ability to have a problem-solving approach to all incoming queries.
  • Technically inquisitive – someone who is keen to understand how and why things occur.
  • Organised - You can manage priorities and expectations for incoming requests and projects. You will also be able to keep up to date with documenting and logging activity.
  • A pro-active individual – full training will be given, however you will be someone who thrives on learning within a live environment 'on the job.
  • Strong Microsoft Excel skills including being proficient in: vlook ups, pivot tables, sorting & presenting cleanly large amounts of data to help with client requests.
  • High level of attention to detail - accuracy and consistency is a key feature of client support.
  • Comfortable working to key performance indicator targets around response times and satisfaction.
  • 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.
  • Confident communicating with sales and research teams, technical people, and managers.
  • Confident working with business applications such as Salesforce and bespoke CRM systems.
  • Enjoy working with a friendly and intelligent group of peers as part of a team, balancing urgent tactical work, periodic operational needs, and our longer-term sales initiatives.
  • Proficient in both written and spoken Korean language to liaise with the Korea market and clients.
Why Preqin?

Preqin is a leading provider of data and insights to the alternative assets industry. We are committed to delivering exceptional support to our clients and are seeking a talented individual to join our team.

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