Client Support Associate

1 week ago


Bengaluru, Karnataka, India The Scalers Full time

Our Partner, a Our Partner company which was founded on one idea - to empower those who invest in private markets.

Private investments that are, well, a little less private and a little more open.

With customers at the centre of our decision making, we are building industry-defining products and services for the fintech era, designed to give investors control, clarity, and confidence.

We operate from four offices located in the US and UK with an employee count of 200+ professionals
.

As an established Fintech company, we are setting up
Client Support Associate operations in Bangalore and we are seeking creative and proactive engineers to help us define the future of our technology.


As a
Client Support Associate, you will be part of a high impact team focused on delivering exceptional customer service.

Reporting into an Associate you will be responsible for providing administrative support to the Client Support Team.

As a Client Support Analyst, you will have the ability to add value across multiple business units (Insight, FAIR, Tax, Accounting) within the Our Partner family, enabling you to gain a deep perspective and awareness of the wider business.


Roles and Responsibilities:

  • Accurate tracking of the receipt and execution of all requests into the Client Support inboxes.
  • Creating and maintaining Client/Investor contacts in FIA and Helios, including the definition and maintenance of user access rights.
  • Coordinating the completion of Client/Investor requests received into the Client Support inboxes.
  • Retrieval of all necessary documentation from Investor Web Portals.
  • Accurate setting of attributes on all documents for upload to our Document Management System (DMS).
  • Accurate tracking of the receipt of all quarterly report information.
  • Maintaining Fund Manager contact details.
  • Liaise closely with other internal departments.
  • Ensure the quality and integrity of the data on the system is maintained.
  • Report creation and extraction of data.

Key requirement for this role:

  • 4 years of relevant experience in client support role.
  • Experience handling a team of 3
  • Ability to work accurately under pressure and meet client deadlines.
  • Proven success of operating in complex and fast paced environments is essential.
  • Demonstrate strong organisational skills with the ability to multitask.
  • Confident with managing stakeholders, internal and external, to a senior level.
  • Influencing change and engagement, and well versed in reporting and presenting.
  • Able to proactively manage workloads, and address potential issues.
  • Able to operate within a continuously evolving and competitive business environment.
  • Demonstrate customer centricity; committed to high quality and service orientation.

Stable and Growing:

The Scalers is a leader in its industry, with multiple offices across Europe and Asia.

Working for The Scalers offers you a stable and rewarding career. Our international team in Bengaluru (Indian, French, American) and our Chief Happiness Officer will ensure we have a tremendous experience together

Neat Perks:

  • Comprehensive
    health insurance:
  • A MacBook Pro or Lenovo T490
-
Business Trips worldwide

-
Flexible timings:

-
Fun activities round the year

  • Training & development
  • Freshly roasted coffee

Enhance Your Skills:

At The Scalers we use the latest technologies and will always welcome your ideas to make our product better.

Our

training and development programs make sure you always stay ahead of the curve and enhance your profile

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