Customer Support Specialist

PitchBook Data; City Of London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company in London seeks a Customer Support Specialist Tier 1 to provide direct support to clients via phone, email, and chat. The ideal candidate has over 1 year of customer service experience and strong communication skills, with an interest in financial markets. This role emphasizes in-office collaboration and requires adaptability in a dynamic environment.

Benefits

Private medical insurance

Paid parental leave

Employee referral bonus program

Quarterly team building events

Qualifications

• 1+ years of customer service experience.
• Excellent communication skills, both verbal and written.
• Interest in financial markets, particularly private equity and venture capital.

Responsibilities

• Provide direct support to clients via chat, phone, and email.
• Document customer interactions in Salesforce.
• Achieve quarterly contact volume and quality goals.

Skills

Customer service experience

Communication skills

Client-first attitude

Adaptability

Prioritization skills

Microsoft Office proficiency

Tools

Salesforce

Job description

PitchBook, a Morningstar company, is a dynamic and collaborative environment where innovation and growth thrive. We prioritize learning, mentorship, and teamwork to foster a culture of curiosity and excellence.

As a Customer Support Specialist Tier 1, you will provide direct support to clients via phone, email, and chat, troubleshooting issues and ensuring a seamless customer experience. You will work closely with the support team to resolve customer queries and identify areas for product improvement.

About the Role:

You will be part of our Account Management & Customer Success team, where you will drive change, learn, and explore new ideas while focusing on customer success. We value teamwork, collaboration, and strong relationships with teammates, customers, and partners.

Primary Job Responsibilities:

• Respond to customer contacts via chat, phone, and email
• Achieve quarterly contact volume and quality goals
• Communicate effectively to resolve customer issues
• Collaborate with support specialists to resolve customer queries
• Document customer interactions in Salesforce
• Partner with global teams for continuous support availability
• Support company vision and values
• Participate in company initiatives and projects

Skills and Qualifications:

• 1+ years of customer service experience
• Client-first attitude and excellent communication skills
• Ability to adapt to changing industry trends and internal updates
• Prior experience with Salesforce or similar CRM preferred
• Strong verbal and written communication skills
• Interest in financial markets, particularly private equity and venture capital
• Ability to operate with a sense of urgency and deliver results
• Terrific prioritization skills
• Ability to adapt to a corporate culture and adopt guidelines and processes
• Comfortable engaging with diverse customers
• Team player with a desire to try new ideas
• Proficiency with Microsoft Office suite

Benefits at PitchBook:

Physical Health

• Private medical insurance
• Additional medical wellness incentives
• Life cover

Emotional Health

• Paid sabbatical program
• Paid parental leave
• Robust training programs
• Minimum 25 days annual leave and volunteer days

Social Health

• Employee resource groups
• Employee referral bonus program
• Quarterly team building events
• Income protection
• Shared ownership employee stock program
• Transportation stipend

Working Conditions:

This role is expected to be in the office 5 days a week, with limited corporate travel required. We prioritize in-person collaboration and a standard office setting.