Associate, Client Support

Grade Level (for internal use):

The Team: Client Support is a global team based in Mumbai and New York that provides support to investment professionals on the Visible Alpha platform. Team members gain in-depth industry knowledge, read research reports and models, and develop technical skills. In addition, they work with different teams within the organization across various functional areas such as Sales, Success, Technology, and Content. We value excellence in our work, open communication, and effective collaboration

Responsibilities and Impact:
Serve as an integral member of our global Commercial team by providing client support throughout the client lifecycle, beginning with the onboarding process.
Become a domain, product, and workflow expert - allowing you to manage issues around data and application logic that require deep investigation.
Communicate effectively and professionally with internal and external stakeholders to promptly resolve questions and issues across all Visible Alpha products.
Escalate product, technical, and data issues to relevant departments with sufficient information on time Create and maintain documents to track internal processes.
Provide ongoing feedback to Product and Development teams to help build scalable solutions for clients.

What We re Looking For:
Basic Required Qualifications:
1-2 years of industry experience in a SaaS environment.
Passion for client service domain. Understanding of Global Financial Markets and company s financial statements.
Bachelor s degree in Business, Finance, Economics, Accounting, or Engineering is highly preferred.
Excellent interpersonal and communication (written and verbal) skills with the ability to communicate successfully across multiple audiences.
Strong analytical and troubleshooting skills - you are passionate about problemsolving and can think critically, multi-task, and succeed in high-pressure environments

Additional Preferred Qualifications:
Masters Degree in Business or Finance is preferred.
A good team player with the ability to work on their initiative.