Client Support Senior Analyst

Our Partner, a Our Partner company which was founded on one idea - to empower those who invest in private markets. Private investments that are, well, a little less private and a little more open. With customers at the centre of our decision making, we are building industry-defining products and services for the fintech era, designed to give investors control, clarity, and confidence.

We operate from four offices located in the US and UK with an employee count of 200+ professionals. As an established Fintech company, we are setting up Client Support Senior Analyst operations in Bangalore and we are seeking creative and proactive engineers to help us define the future of our technology. 

As a Client Support Senior Analyst, you will be part of a high impact team focused on delivering exceptional customer service in the context of both People and Customer Promises within the Investor Insight team. Reporting to an Associate you will be responsible for providing administrative support to the Client Support team and efficiently monitoring multiple service mailboxes, executing the appropriate action for all emails received.

Roles and Responsibilities:

• Daily monitoring of the organisation’s Client Support mail boxes. 
• Executing the appropriate actions for each email received in accordance with the agreed procedures and defined Service Level terms for each Client
• Accurate tracking of the receipt and execution of all requests into the Client Support inboxes
• Creating and maintaining Client/Investor contacts in FIA and Helios, including the definition and maintenance of user access rights
• Creating and maintaining wire instructions in FIA
• Co-ordinating the completion of Client/Investor requests received into the Client Support
• inboxes
• Daily monitoring of the organisation’s other service inboxes, executing the appropriate actions for each email received in accordance with the product teams’ agreed procedures
• Retrieval of all necessary documentation from Investor Web Portals.
• Setting up of attributes on all documents for upload to our Document Management System (DMS).
• Maintaining Fund Manager contact details in FIA.
• Providing Office Management support, as required
• Be able to work with minimal supervision and perform and complete tasks independently and know when to escalate issues.
• Liaise closely with other internal departments.
• Ensure the quality and integrity of the data on the system is maintained.
• Any other duties commensurate with the nature and position of the post.
• Prepare expenses forms for US Senior Management.

Key requirement for this role:

• Experienced in working within a fast-paced service-oriented organisation.
• Excellent written and verbal English communication.
• Should be ready to take up the initiatives.
• Able to operate within a continuously evolving and competitive business environment.
• Have the ability to work accurately under pressure.
• Be proactive in managing workloads and addressing potential issues.
• Take ownership of delegated responsibilities.
• Capable of communicating clearly and effectively both internally with other departments, and externally with clients, investors and fund managers, both orally and written.
• Committed to high quality and service orientation.
• Good organisational skills with the ability to multitask.