[Hiring] Senior Client Support Specialist @Octus

Role Description

The Senior Client Support Specialist is responsible for support of the Sky Road Product Suite. They will be responsible for:

• Supporting existing client trade workflows
• Onboarding new client funds
• Onboarding new client trade workflows
• Supporting client permission models and roles
• Configurating and supporting application layouts
• Troubleshooting daily support issues

The Senior Client Support Specialist will work closely with the Sky Road COO to document and develop enhanced support processes for:

• Trade workflows
• Trading templates
• Application permission matrices for all Sky Road clients

They will also be responsible for application layout consistency across the Sky Road modules. The client support team is the front line of support to all Sky Road clients. The Senior Client Support Specialist will:

• Communicate with the development team on issues that require escalation
• Work with the project management team to assist with the onboarding of new clients
• Understand and document new client workflows and permissions
• Assist with client onboarding related configuration and testing

The Sky Road technology team consists of front-end developers, server-side developers, and data developers. The technology teams closely collaborate with each other, the client services team, and senior management to deliver the latest features into the Sky Road products. This role will ensure the client’s experience is a success.

Qualifications

• Experience working in a support capacity
• Experience with Trade and Order Management systems or workflows
• Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products
• Strong Excel skills; must possess the ability to join, pivot, and summarize data
• Ability to troubleshoot support issues
• Attention to detail
• Experience working in a team environment

Requirements

• Understanding of Portfolio Management, Compliance, and Security Master systems
• Experience with vendor software product support

Benefits

• Competitive health benefits
• Matched 401k and pension plans
• PTO
• Generous parental leave
• Gym subsidies
• Educational reimbursements for career development
• Recognition programs
• Annual year-end performance bonus

Company Description

Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.