Associate Client Support
Core
Provide consultative support for business intelligence tools and financial data products to clients in financial institutions, government, and universities.
Role type
Associate Client Support (Financial Institutions Group)
Builds
Financial data products, business intelligence tools, and client workflows
Domain
Financial services, banking, mortgage data, demographic research, asset-level analytics
Required skills
MS Excel, SQL, Salesforce reporting, mapping tools, data analysis, financial markets knowledge, client advocacy
Preferred skills
Prior experience in client support, financial data, research, or product support
Technologies
MS Excel, SQL, Salesforce, mapping platforms
Responsibilities
Resolve complex data-intensive client inquiries via phone, email, and chat; build customized Excel models and workflows; conduct client webcasts and product demonstrations; partner with Product and Technology teams to test new features; lead proactive outreach campaigns; mentor new hires.
Seniority
Associate, individual contributor