Client Technical Services Associate

Greenwich, CT 06830

Job Type: Software Support Job Number: 6481 Salary Range: $75,000-$95,000

Job Description

Our client, a prestigious financial institution, is seeking a Client Technical Services Associate to join their team! 


Respond to technical inquiries from users across the companies digital solutions, including the main platform and client white label sites for investments, advisor training and education, and portfolio analytics. 
Effectively trouble-shoot basic technical issues and escalate as needed, providing timely resolutions. 
Lead demos of the clients software for clients, service providers, and other partners. 
Synthesize customer feedback and collaborate with Investor Relations, Technology, and other departments to optimize the user experience. 

3+ years of experience in client focused support 
Bachelor’s Degree with previous experience in a client service or technical support role 
Strong interpersonal and communication skills and a client-friendly demeanor 
Able to meet deadlines and work effectively under pressure 
Able to multi-task and work both independently and as a team player 
Technical expertise including comfort with spreadsheets, business intelligence tools, and an understanding of databases (experience with SQL is a plus) 
Familiar with alternative investments is preferred 

Meet Your Recruiter

Rachel Newell
VP of Recruiting

A California native who packed her things and moved to NYC on a whim in 2011. By blind luck, she fell into the world of recruiting in March of 2012. A fun fact people probably wouldn't guess about her, most likely because she has a tendency to trip over her own two feet, is that she played Division 1 college soccer at Arizona State. It was there that she also found her love for travel when she studied abroad in Rome. If Rachel isn’t matchmaking people with new jobs, you can find her globetrotting around exploring new corners of the world.

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