- – Respond to client inquiries, providing clear solutions for data and platform issues.
- – Log and track client issues, coordinating with technical teams for effective resolution.
- – Develop understanding of financial data products to enhance client onboarding and support.
- – Welcome and assist customers with inquiries, order pickups, and communications.
- – Manage phone calls, emails, and follow-ups to ensure timely customer support.
- – Maintain organized records and update customer information in systems accurately.
- – Own client relationships, ensuring optimal use of compliance platforms and services.
- – Drive onboarding and adoption, leading client webinars and success meetings.
- – Troubleshoot technical issues, translating details for client IT and operations teams.