You will provide effective platform support to White Label clients and establish and maintain relationships with them
Job Summary
You will provide effective platform support to White Label clients and establish and maintain relationships with them.
Responsibilities include core operations support such as Fund data maintenance, User maintenance, and triaging Production Related Queries/Incident Management.
The role requires preparing Monthly Service Level Agreement reporting and participating in review meetings with clients.
Matching Summary
You will provide effective platform support to White Label clients and establish and maintain relationships with them.
Skills & Requirements
Must-have
Fund Connect platform support
Client relationship management
Operations support
Data maintenance
Incident management
MS Office Suite proficiency
Nice-to-have
Passion to learn and own role
Develop business relationships
Critical thinking and data analytics
Cloud-based customer support software knowledge
Key Requirements
3 to 5 years of experience in Finance
2+ years in Platform Support or Client Service
Bachelor's degree in finance, accounting, or economics desirable