Job Purpose:

  • You will contribute to the team and company in a substantial way by answering client queries while showcasing your vast knowledge of our tools, data and the industry we cover
  • You will integrate into a group with high expectations and can expect to have a significant impact
  • Your position is critical as it is the link between the end-user and our products
  • Combining an expertise in our products with a deep understanding of who our clients are and how they use our tools, as a Client Service Associate, you will be a consultant providing best and most efficient ways for our clients to achieve quality results.

Your Responsibilities:

  • Respond to inquiries for data feed clients
  • Improve your technical expertise with User Acceptance Testing (UAT), MS Excel, and SQL.
  • Provide professional, timely, quality support of our feed based products
  • Recording accurate and timely tracking of client issues within our Client Relationship Management system
  • Documentation of newly found solutions and product updates
  • Collaboration with internal teams across the organization to route client concerns, improvement requests and sales leads
  • Staying current on existing and newly developed product offerings.

Skills and Qualifications:

  • English & French speaker (bilingual)
  • Minimum of Bachelor’s degree in Finance, Business, Accounting, Economics or related field
  • Experience in Outlook, Word, and PowerPoint
  • Knowledge of corporate accounting statements such as the income statement, balance sheet, and cash flow statement
  • Excellent written and verbal interpersonal skills, strong attention to detail and ability to multitask effectively
  • Team-player mentality with collaboration skills
  • Flexible to changes in a dynamic environment
  • Advanced Excel experience
  • 0-2 years working experience
  • Knowledge of investments including private equity, public equity, fixed income, ETF’s, mutual funds, commodities, etc.
  • Proficiency with Capital IQ Platform/Products
  • SQL basic knowledge.

Source: for more information click here.

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