Client Solutions Associate
Department: Client Services
Employment Type: Permanent - Full Time
Location: New York
Reporting To: Manager, Client Solutions Manager - Sales
Compensation: $52,000 / year
Description
Client Services is part of our Global Sales team. It is one of the primary contact points for clients with queries about the Preqin platform or the wider company. We are continuing to invest in our customer-oriented strategy, and this role will be an important part of implementing Preqin’s client-focused approach.
What you’ll be doing:
- Responding to incoming client requests independently, often liaising internally with research and sales teams
- Responding to client queries in real-time via LiveChat, using screenshots or walking clients through resolutions via the chat/on the phone
- Provide proactive and consultative client support to our Core business, complimenting the efforts with retention and net revenue growth for an existing client base
- Understanding client user cases for using Preqin and providing guidance on how to obtain relevant data/information from the Preqin platform
What you’ll bring to us:
- Excellent communication skills 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
- Proficient in Microsoft Office: vlookups, pivot tables, 'what if’ statements and sorting 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.
- You should have some 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
Why join us?
About Us
You will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.
Our Culture
We centre our culture in our teams members growth, sparking their curiosity and fuelling their career adventures. We celebrate and recognise contribution, high performance and strong collaborative behaviours. We’re building and growing our learning programs, frameworks and tools to help people thrive and it's an exciting time to join us. We support our internal communities and donate our time, knowledge and support to the communities that surround our offices globally.
Equal opportunities
Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law.
