About the Role:
We are looking for a Customer Success associate with strong experience in client management, customer success, support or account management. One should have a strong understanding of investment management workflows and operations, client facing experience and ability to manage multiple projects and work collaboratively.
- Answering day to day client queries and providing creative solutions
- Working on large scale project that optimize our clients’ workflows
- Training clients on the EDS platform
- Helping to improve client documentation, writing help articles, or creating how to videos
- Becoming an expert on the EDS platform
Desired Skills / Qualifications:
- Candidate should possess a Bachelor or master’s degree in finance or Applied Statistics & Analytics.
- Experience of working at financial services/technology company((ie FactSet, MSCI, Enfusion, S&P, etc).
- Ability to manage multiple projects and work collaboratively.
- Should have excellent writing and verbal communication skills.
Benefits and Perks:
- Atmosphere of growth and opportunity
- Collaborative culture of smart, young and dedicated people
- Super modern WeWork office with the cappuccino on tap, ping pong tables, and exciting atmosphere
- Other perks and employee benefit