Client Services Executive
Job Opportunity at SearchWright

Posted on Nov 8

http://www.searchwright.com    415 538-1500

Location: San Francisco, CA
Job Type: Full Time
Job ID: W4146152

Client Services Executive
(Administrative Role with Growth Potential)

San Francisco, CA
Our client, an independent research company and a leading source of data and intelligence for the financial services industry, is seeking an analytical and organized individual with excellent knowledge of the financial markets, client-facing experience and proficiency in Microsoft Office. Our client, would also consider a recent college graduate with the ability to learn and grow within the role. This is an excellent opportunity to develop your career in a client-facing role within a fast-growing sector.
Clients include fund managers, investment banks, legal firms, institutional investors, financial advisors, asset managers and placement agents. These key decision-makers rely on the company’s information and services, and the company’s data and statistics are regularly quoted by the financial press.
  • Pro-actively contacting clients via phone/email to ensure usage/understanding of company platform.
  • Responding to incoming client requests, often involving liaising internally with research and sales teams.
  • Responding to client queries in real-time via LiveChat.
  • Advising clients on how to obtain the relevant data/information from the company platform.
  • Training/developing client knowledge of the company platform.
  • Working to support/promote sales and marketing initiatives.
Experience and Skills Required:
  • Excellent communication skills, with the confidence to make outbound calls and receive inbound calls, to build relationships with financial professionals and the ability to explain complex issues in a clear and simple way.
  • Excellent analytical/problem solving skills - ability to have a problem-solving approach to all incoming queries.
  • Manage priorities and expectations for incoming requests and projects
  • Strong Microsoft Excel skills including being proficient in: vlook ups, pivot tables, 'what if’ statements and sorting large amounts of data to help with client requests.
  • High level of attention to detail - accuracy and consistency is a key feature of client support.
  • Comfortable working to key performance indicator targets.
  • Some experience in customer or sales support/client relations or other client-facing role, as you will be liaising with key decision makers at financial institutions.
  • Confident communicating with sales and research teams, technical people, and managers.
  • Experience working with business applications such as PowerPoint and CRM systems.
  • Must be a team player and enjoy working with a friendly and intelligent group of peers, balancing urgent tactical work, periodic operational needs, and the company’s longer-term sales initiatives.
  • A 4-year college degree.
  • A client-centric attitude.
  • A good work ethic coupled with an ability to learn quickly and a willingness and interest in keeping up to date on our products and the Financial Services industry.
Compensation / Benefits:  Competitive compensation with excellent benefits and perks.  Support for study programs such as CAIA.

Contact:  Susan J. Wright, President, SearchWright, Inc.  swright@searchwright.com
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