Client Service Support Specialist
Acolin
full-time
Posted on:
Location Type: Hybrid
Location: Belgrade • 🇷🇸 Serbia
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations
- Daily monitoring of client mailboxes and timely actioning of client queries
- Coordination of task delivery across various servicing teams
- Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
- Managing client complaints/issues: documenting, resolving, and escalating when needed
- Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
- Assist in management of contracts, invoicing details
- Help document SOPs, and training materials for operational tasks
- Act as a backup for other team members
- Participate in cross-departments initiatives (e.g CRM cleanup, contract management cleanup)
- Work with marketing or business teams on client communications
Requirements
- Minimum 3 years of experience in the financial industry, ideally in a client-facing role
- Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
- Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
- Excellent attention to detail and a high degree of accuracy when working with data
- Customer-centric approach with strong communication and interpersonal skills
- Proactive problem-solver who takes initiative and ownership of tasks
- Ability to work independently and as part of a cross-functional team
- Fluency in English (written and verbal) — additional languages are a plus
- Willingness to learn and adapt in a constantly evolving environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRMExcelpivot tablesVLOOKUPfund data toolscommission toolsdata accuracyreport preparationSOP documentationcontract management
Soft skills
organizational skillstime-management skillsattention to detailcustomer-centric approachcommunication skillsinterpersonal skillsproblem-solvinginitiativeindependenceteam collaboration