Data Client Support Analyst
New
J
JobgetherFinancial data
Remote; based in Pune, India, 6:30 p.m. to 3:30 a.m. India Standard Time (IST); required US business-day scheduleFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 3 years of professional experience in the financial investment or advisory industry.
- Required Skills
- SQLSalesforceMicrosoft Office
Requirements
- At least 3 years of professional experience in the financial investment or advisory industry.
- Solid understanding of capital markets, portfolio accounting, and customer relationship management.
- Excellent written and verbal communication skills for working with clients and cross-functional teams.
- Strong attention to detail and a methodical approach to investigating data issues.
- Ability to manage competing priorities and deliver accurate outcomes.
- Self-motivated and proactive approach, with ownership of responsibilities and follow-through to resolution.
- Collaborative mindset and commitment to client satisfaction and service quality.
- Experience documenting processes, identifying workflow inefficiencies, and recommending practical improvements.
- Flexibility to work the required US business-day schedule, from 6:30 p.m. to 3:30 a.m. India Standard Time (IST).
- Familiarity with Microsoft Office applications, Salesforce, Atlassian tools, SQL, Bloomberg, Thomson Reuters, or other financial services systems is preferred.
Responsibilities
- Respond to client inquiries about portfolio data feeds and data product functionality, resolving them within established service-level agreements.
- Manage internal Data team requests requiring client communication or action to investigate data verification issues.
- Investigate client-reported bugs, data discrepancies, and processing problems.
- Escalate technical issues to Product and Engineering teams when necessary.
- Coordinate data-related escalations with Account Managers, Solutions Architects, and go-to-market stakeholders.
- Communicate with clients, data providers, and internal teams to gather information, clarify issues, and provide updates.
- Contribute to cross-functional projects that improve workflows and data management processes and support new product features and services.
- Document team processes, recurring issues, and troubleshooting procedures.
- Identify workflow improvements that increase operational efficiency and enhance client support.
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