Senior Associate Specialist - Cobalt Client Implementation Solutions

September 27

Apply Now

Receive Emails with Similar Jobs

FactSet

WebsiteLinkedInAll Job Openings

fintech • portfolio management • investment management • investment banking • wealth management

10,000+

Description

• Implementation and Client Support • Oversee the day-to-day operations of the Customer Support Team. • Serve as a point of contact for customers on incoming customer support inquiries, communicating query status, escalating issues, and managing expectations • Answering client questions through email, instant messages, and proprietary communication channels • Collaborate cross-functionally with Implementation, Customer Success, Product to ensure a cohesive customer experience • Act as a mentor and provide oversight, coaching, and training to support staff • Ensure the implementation tasks assigned are completed in a timely and accurate manner • Ensure all documentation is completed for the assigned task • Keep up to date with private markets, including our products and competitors • Effectively translate client requirements into reporting templates and dashboards • Assist in building out a product knowledge base of reference material and user guides

Requirements

• Master’s degree in Finance, MIS, Economics, Accounting, or similar field • 4+ years of experience required (Private Equity / Private Markets or financial services sector strongly preferred) • Experience in managing team in customer-facing implementation or professional services role is preferred • Experience with project management and collaboration tools, including Jira, Confluence, Intercom and Microsoft Office suite • Strong technical skills, experience building and working with large data files (Pivots, V-Lookups and Excel-add in) • Ability to efficiently handle and prioritize multiple projects and adapt to constantly changing demands • Strong analytical and problem-solving skills to troubleshoot issues and identify solutions • Outstanding communication and interpersonal skills and ability to work with a wide variety of people • Strong interpersonal skills and core values including a positive attitude, balance, creativity, determination and teamwork.