Senior Client Support Specialist
Core
Senior Client Support Specialist supporting the Sky Road Product Suite for financial clients, managing trade workflows, onboarding, and troubleshooting.
Role type
Senior Client Support Specialist (Financial Services)
Builds
Sky Road Product Suite (trade workflows, templates, permission models)
Domain
Financial Services / Credit Intelligence
Deliverable
client delivery
Required skills
Trade and Order Management systems, financial data domains (issuers, instruments, ratings), Excel (pivot/summarize), troubleshooting, documentation
Preferred skills
Portfolio Management systems, Compliance systems, Security Master systems, vendor software product support
Technologies
Sky Road, Excel
Responsibilities
Support existing client trade workflows and templates; Onboard new client funds and trade workflows; Configure and support application layouts and permission models; Document trade workflows and permission matrices; Troubleshoot daily support issues and escalate to development; Coordinate with project managers on client onboarding.
Seniority
Senior, hands-on IC
