Senior Client Support Specialist

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Octus

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💼 Consulting

⚖️ Legal

📚 Education

Consulting • Legal • Education

Octus is a platform that connects professionals, enabling them to explore job opportunities, enhance their skills through various courses, and engage with a broad community. It offers resources for career development and networking, along with tools for job postings and recruitment. The platform emphasizes continuous learning, professional growth, and collaboration within a professional network.

📋 Description

• Support existing client trade workflows and onboard new client funds and trade workflows • Support client permission models and roles • Configure and support application layouts • Troubleshoot daily support issues • Document and develop enhanced support processes for trade workflows, trading templates, and application permission matrices • Ensure application layout consistency across Sky Road modules and clients • Communicate and escalate issues to the development team • Coordinate with project managers on new client onboarding • Assist with client onboarding configuration and testing • Support Sky Road clients and effectively communicate with them • Document trade workflows, trading templates, and permission role models • Own application layout consistency across all Sky Road clients

🎯 Requirements

• Experience working in a support capacity • Experience with Trade and Order Management systems or workflows • Understanding of core financial data domains, including issuers, instruments, industries, ratings, and pricing of financial products • Strong Excel skills, including the ability to join, pivot, and summarize data • Ability to troubleshoot support issues • Attention to detail • Experience working in a team environment • Understanding of Portfolio Management, Compliance, and Security Master systems (desired) • Experience with vendor software product support (desired)

🏖️ Benefits

• Competitive health benefits • Matched 401k and pension plans • PTO • Generous parental leave • Gym subsidies • Educational reimbursements for career development • Recognition programs • Annual year-end performance bonus