Senior Client Support Specialist
New
O
OctusCredit intelligence, data, and analytics
Remote - USFull-TimeSenior
Salary$110,000-$125,000 plus an annual bonus
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Job Details
- Required Skills
- Data AnalysisMicrosoft ExcelTroubleshooting
Requirements
- 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.
- Strong Excel skills, including the ability to join, pivot, and summarize data.
- Demonstrated ability to troubleshoot technical support issues.
- High attention to detail.
- Experience working effectively in a team environment.
- Understanding of Portfolio Management, Compliance, and Security Master systems (desired).
- Experience with vendor software product support (desired).
Responsibilities
- Support existing client trade workflows and trading templates for the Sky Road Product Suite.
- Manage client permission models and roles to ensure secure access.
- Onboard new client funds and fund attributes into the system.
- Document client trade workflows, trading templates, and permission models.
- Ensure application layout consistency across all Sky Road modules.
- Troubleshoot daily support issues and escalate complex items to the development team.
- Coordinate with project managers to facilitate new client onboarding and configuration.
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