Client Support Specialist, Data Services
On-siteJacksonville, Florida, United States
Job Summary
Troubleshoot and resolve client issues efficiently using internal tools, knowledge bases, and financial data knowledge to identify root causes. Accurately log, track, and manage all client interactions and case details within the CRM system (Salesforce). Identify and escalate complex, high-impact, or systemic issues to appropriate internal teams, ensuring timely follow-up and clear client communication. Analyze data to validate issues, identify discrepancies, and support resolution efforts. Partner with cross-functional teams to drive issue resolution and improve client outcomes. Contribute to updating documentation, workflow mapping, and continuous improvement initiatives across client support and data operations. Assist in data validation, reconciliation, and quality assurance efforts to ensure accuracy and reliability of financial datasets.
Required Qualifications
- Bachelor's degree in Business, Finance, Economics, Information Technology, or a related field
- 2+ years of experience in client support, data operations, or financial services
- Exceptional written and verbal communication skills in English
- Strong organizational and time management skills
- Proven ability to collaborate across teams
- Strong analytical and problem-solving capabilities
- Experience working with CRM or ticketing systems (e.g., Salesforce, ServiceNow)
- Client-focused mindset
- Proactive, detail-oriented approach to issue resolution
- Proficiency in Microsoft Office Suite
- Advanced skills in Excel (data analysis, pivot tables, lookups, etc.)
- Strong familiarity with financial markets and data terminology
- Demonstrate strong familiarity with financial markets and data terminology, including fixed income, equities, derivatives, and market data concepts
- Effectively interpret and support instrument-level data in a client-facing environment
- Demonstrate proficiency with AI tools and workflows beyond basic productivity use
- Applying AI to automate processes, analyze data, and develop practical business solutions
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