Department: Client Services
Location: Bangalore
Description
As a Client Support Analyst within the Operations team, you will be part of a high impact team focused on delivering exceptional service to our clients. Reporting into an Associate, you will be responsible for the day-to-day .
The Client support team is the start of workflow for numerous departments within Colmore. The team's work is time critical to the successful delivery of Colmore's service to our client our clients. The team is responsible for the extraction, initial processing and allocation of third-party financial documentation ahead of downstream data capture activities.
You will be responsible for the timely completion of workflow tickets in line with client and internal SLAs / KPIs (service level agreements / Key performance indicators). You will interact with third parties in order to establish access and identify and obtain financial reporting required for Colmore's downstream processes. You will engage with internal business stakeholders to effectively manage deliverables and continuously improve client experiences.
What you'll be doing:
- Daily monitoring of the organization's Client Support workflow system; JIRA, executing the appropriate actions for each ticket received in accordance with the agreed procedures and defined Service Level terms for each Client
- Accurate tracking of the receipt and execution of all requests into the Client Support or Client Relations inboxes
- Retrieval of all necessary documentation from Fund Manager Web Portals
- Accurate setting of attributes on all documents for upload to our Document Management System (DMS)
- Maintaining Fund Manager contact details
- Liaise closely with other internal departments
- Ensure the quality and integrity of the data on the system is maintained
What you'll bring to us:
- 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
- Hybrid working minimum of two days per week in the Bangalore office, three days working from home
Why join us
About Us
You will be joining the world's leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.
Our Culture
We centre our culture in our teams members growth, sparking their curiosity and fuelling their career adventures. We celebrate and recognise contribution, high performance and strong collaborative behaviours. We're building and growing our learning programs, frameworks and tools to help people thrive and it's an exciting time to join us. We support our internal communities and donate our time, knowledge and support to the communities that surround our offices globally.
Equal opportunities
Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law.
