Client Services Officer
Core
Provide day-to-day client support, administration, and reporting for Lonsec's client base, including handling queries, delivering training, and managing platform access.
Role type
Client Services Officer (Support & Administration)
Builds
Client support experience, training sessions, and accurate reporting for financial services clients
Domain
Financial services / SaaS platform support
Deliverable
client delivery
Required skills
Client support, training delivery, CRM management, reporting, issue escalation, user access management, cross-functional collaboration
Preferred skills
Financial services industry knowledge, SaaS platform experience, ticketing system familiarity
Technologies
Salesforce, Zendesk, MS Office, Teams, Zoom
Responsibilities
Handle client queries via phone and email, deliver one-on-one training and support, assist with client onboarding and user setup, maintain client records in CRM and reporting systems, manage user access and permissions, prepare client administration reports and newsletters, support product updates and UAT testing, collaborate with Sales, Product, and Technology teams.
Seniority
Individual Contributor, mid-level