Preqin Client Management, Client Services, Associate
Core
Deliver high-quality, timely support across multiple channels (chat, email, phone) for Preqin's global client base, resolving complex platform-related inquiries and enhancing client experience.
Role type
Associate Client Services Representative
Builds
Preqin Pro platform support and client retention
Domain
Financial services / Private markets data
Deliverable
client delivery
Required skills
client-facing communication, analytical mindset, data-to-workflow connection, multi-workflow management, Excel proficiency (pivot tables, lookups)
Preferred skills
familiarity with data tools and APIs, Spanish language skills
Technologies
Preqin Pro, Excel
Responsibilities
manage end-to-end client inquiries across chat, email, and phone channels; resolve complex issues with accuracy and urgency; partner with Sales, Customer Success, Product, and Research to improve platform supportability
Seniority
Associate, entry-level IC
