Sustainable Investment Specialist

1 week ago

Thāne, Maharashtra, India beBeeSustainability Full time ₹ 1,04,000 - ₹ 1,30,878

About This Role

We are seeking a highly skilled professional to join our Client Support team. As a key member of our global team, you will play a crucial role in empowering investors to make more sustainable investment decisions.

This is an exciting opportunity for individuals who are passionate about delivering exceptional customer service and are eager to learn and grow with our organization.

The successful candidate will be responsible for supporting clients from the onboarding process through to daily technical and operational inquiries and other account management-related tasks.

Key Responsibilities:

  • Client Management: Support the management of client relations involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions.
  • Product Knowledge: Support clients in accessing and understanding our research products and ESG data for the purpose of incorporation into their investment processes.
  • Account Administration: Ensure that clients have access to their subscribed research through our online platform and/or receive recurring or one-off standard services, reports, or deliverables.
  • Customer Service: Respond quickly to client queries to resolve problems and ensure an effortless customer experience.
  • Relationship Building: Administrate client information in our internal relationship management system and build strong relationships with clients.

Requirements

  • Education: Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences).
  • Experience: 1–3 years of relevant work experience, especially related to customer service.
  • Skillset: Strong customer service skills, ability to understand and process client inquiries efficiently, excellent interpersonal, communication, and writing skills, meticulousness and attentiveness to detail, and proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.

About Us

We are committed to creating a diverse and inclusive workplace that reflects the communities we serve. We are proud to be an equal opportunities employer and welcome applications from all qualified candidates.

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