Data Analysis Incorporated

Client Services Consultant I

Data Analysis Incorporated

full-time

Posted on:

Location Type: Office

Location: Manhattan • California • United States

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About the role

  • Provides efficient and high quality pre-sales and post-sales client service to financial institutions.
  • Acts as single point of client contact to coordinate resolution of service incidents and escalation of technical issues.
  • Collaborates with sales and support groups to demonstrate value of support offering to institutional clients and identifies opportunity for expanded support business.
  • Develops client relationship and understanding of institutional clients and product installation to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
  • Assists institutional clients in the use of WONDA via telephone, online, email, and on-site.
  • Reviews and communicates customer problems that arise from the use of the product.
  • Updates client databases to manage and track client information, notes, inquiries and all other communications.

Requirements

  • Bachelor degree or higher or equivalent experience
  • 1-2 years of experience in client facing roles, technology or fintech preferred
  • Client management and relationship building skills.
  • Strong analytical skills and ability to draw conclusions based on data.
  • Ability to investigate, analyze, and solve problems, including IT issues.
  • Interest in financial markets and how to trade stocks.
Benefits
  • Must be able to perform the essential job duties

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisproblem solvingclient management
Soft skills
relationship buildinganalytical skillscommunication skills
Certifications
Bachelor degree