Data Client Support Analyst

IndiaRemoteFull-timemid

Other

0 views0 saves0 applied

Apply Now

Quick Summary

Key Responsibilities

30 p.m. to 3:30 a.m. India Standard Time (IST). Familiarity with Microsoft Office applications, Salesforce, Atlassian tools, SQL, Bloomberg, Thomson Reuters, or other finan

Requirements Summary

At least 3 years of professional experience in the financial investment or advisory industry. Solid understanding of capital markets, portfolio accounting, and customer relationship management.

Technical Tools

Other

Join a client-focused data management team helping investment professionals maintain accurate, reliable, and actionable portfolio information. In this role, you will serve as a key point of contact for clients, data providers, and internal teams, resolving data-related inquiries and supporting the effective use of financial data products. You will investigate data discrepancies, troubleshoot processing issues, and coordinate with technical teams to address complex problems. Working closely with client-facing and product stakeholders, you will help deliver timely resolutions and maintain a high standard of service. You will also contribute to process improvements, documentation, and initiatives that enhance data quality and operational efficiency. This opportunity is ideal for a detail-oriented professional with financial services knowledge, strong communication skills, and a commitment to client success.

Respond to client inquiries concerning portfolio data feeds and data product functionality, ensuring timely and accurate resolutions within established service-level agreements (SLAs).
Manage requests from internal Data teams that require client communication or action to investigate and resolve data verification issues.
Investigate client-reported bugs, data discrepancies, and processing problems, escalating technical issues to Product and Engineering teams when necessary.
Collaborate with Account Managers, Solutions Architects, and go-to-market stakeholders to coordinate data-related escalations and achieve positive client outcomes.
Communicate clearly with clients, data providers, and internal teams to gather information, clarify issues, and keep relevant stakeholders informed.
Contribute to cross-functional projects that improve internal workflows, strengthen data management processes, and support the introduction of new product features and services.
Maintain accurate documentation of team processes, recurring issues, and troubleshooting procedures.
Identify opportunities to improve workflows, increase operational efficiency, and enhance the overall client support experience.

Requirements

~1 min read

At least 3 years of professional experience in the financial investment or advisory industry.
Solid understanding of capital markets, portfolio accounting, and customer relationship management.
Excellent written and verbal communication skills, with the interpersonal ability to work effectively with clients and cross-functional teams.
Strong attention to detail and the ability to investigate data issues methodically, manage competing priorities, and deliver accurate outcomes.
A self-motivated and proactive approach, with a willingness to take ownership of responsibilities and follow issues through to resolution.
A collaborative mindset and a strong commitment to client satisfaction and service quality.
Experience documenting processes, identifying workflow inefficiencies, and recommending practical improvements.
Flexibility to work the required US business-day schedule, from 6:30 p.m. to 3:30 a.m. India Standard Time (IST).
Familiarity with Microsoft Office applications, Salesforce, Atlassian tools, SQL, Bloomberg, Thomson Reuters, or other financial services systems is preferred.
Must have legal authorization to work in India from the first day of employment. Visa sponsorship is not available for this position.