Data Client Success Specialist

Addepar; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A global technology and data company is seeking a Data Client Support professional in Edinburgh. This role involves addressing client inquiries, managing data requests, and collaborating with various teams to enhance client experiences. Ideal candidates should have a Bachelor's degree or relevant experience in the financial industry, strong communication skills, and familiarity with financial services tools. The company values diversity and is committed to providing a welcoming environment.

Qualifications

• Experience in financial investment/advisory industry is preferred.
• Strong understanding of capital markets and portfolio accounting.
• Familiarity with financial services systems is a plus.

Responsibilities

• Address client enquiries related to data feeds.
• Manage requests from internal Data teams.
• Investigate client-reported bugs and data processing issues.
• Collaborate with Account Managers and Solutions Architects.
• Participate in projects to improve internal processes.

Skills

Communication and interpersonal skills

Attention to detail

Self-motivation

Team-player mentality

Documentation skills

Education

Bachelor's degree or relevant experience

Tools

MS Suite

Salesforce

Atlassian

SQL

Bloomberg

Thomson Reuters

Job description

A global technology and data company is seeking a Data Client Support professional in Edinburgh. This role involves addressing client inquiries, managing data requests, and collaborating with various teams to enhance client experiences. Ideal candidates should have a Bachelor's degree or relevant experience in the financial industry, strong communication skills, and familiarity with financial services tools. The company values diversity and is committed to providing a welcoming environment.