Client Service Support Specialist

We are looking for a highly organized and client-focused Client Operations Support professional to join our team. This role is essential in supporting day-to-day client operational processes, ensuring high-quality service delivery and internal coordination. You will play a key role in managing client data, responding to inquiries, and supporting internal tools and systems critical to the client lifecycle. This is an exciting opportunity for someone with a strong operational mindset, attention to detail, and a passion for the financial services industry.

Key Responsibilities

• Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations 
• Daily monitoring of client mailboxes and timely actioning of client queries
• Coordination of task delivery across various servicing teams.
• Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
• Managing client complaints/issues: documenting, resolving, and escalating when needed
• Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
• Assist in management of contracts, invoicing details.
• Help document SOPs, and training materials for operational tasks
• Act as a backup for other team members
• Participate in cross-departments initiatives (e.g CRM cleanup, contract management cleanup)
• Work with marketing or business teams on client communications 
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Qualifications & Skills

• Minimum 3 years of experience in the financial industry, ideally in a client-facing role
• Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
• Excellent attention to detail and a high degree of accuracy when working with data
• Customer-centric approach with strong communication and interpersonal skills
• Proactive problem-solver who takes initiative and ownership of tasks
• Ability to work independently and as part of a cross-functional team
• Fluency in English (written and verbal) — additional languages are a plus
• Willingness to learn and adapt in a constantly evolving environment