Senior Client Support Specialist

Octus

Senior Client Support Specialist supporting Octus’s credit-intelligence clients through Sky Road trade workflows, permissions, layouts, and onboarding. Troubleshooting issues and coordinating with development and project management teams.

Posted 8/17/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $110,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in supporting client trade workflows and onboarding processes, with a strong focus on application layout consistency and troubleshooting support issues. Proficient in financial data domains and skilled in utilizing Excel for data management and analysis.

Highest-signal resume keywords

Trade And Order Management SystemsExcel Data AnalysisClient Onboarding ConfigurationTroubleshooting Support IssuesPortfolio Management Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade WorkflowsOrder ManagementFinancial Data DomainsExcel SkillsApplication Layout Configuration

Soft Skills

Attention To DetailTeam CollaborationEffective Communication

Tools & Technologies

Sky Road ModulesVendor Software Support

Industry Keywords

ComplianceSecurity Master SystemsClient Permission Models

About the role

Key responsibilities & impact

Support existing client trade workflows and onboard new client funds and trade workflows
Support client permission models and roles
Configure and support application layouts
Troubleshoot daily support issues
Document and develop enhanced support processes for trade workflows, trading templates, and application permission matrices
Ensure application layout consistency across Sky Road modules and clients
Communicate and escalate issues to the development team
Coordinate with project managers on new client onboarding
Assist with client onboarding configuration and testing
Support Sky Road clients and effectively communicate with them
Document trade workflows, trading templates, and permission role models
Own application layout consistency across all Sky Road clients

Requirements

What you’ll need

Experience working in a support capacity
Experience with Trade and Order Management systems or workflows
Understanding of core financial data domains, including issuers, instruments, industries, ratings, and pricing of financial products
Strong Excel skills, including the ability to join, pivot, and summarize data
Ability to troubleshoot support issues
Attention to detail
Experience working in a team environment
Understanding of Portfolio Management, Compliance, and Security Master systems (desired)
Experience with vendor software product support (desired)

Benefits

Comp & perks

Competitive health benefits
Matched 401k and pension plans
PTO
Generous parental leave
Gym subsidies
Educational reimbursements for career development
Recognition programs
Annual year-end performance bonus