Specialist - Customer Support, Workflows Data & Applications

lseg; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

LSEG is seeking a Senior Associate to deliver high-quality, end-to-end customer support for Workspace and related Workflows solutions in a global context. You will resolve complex issues, provide insights through data, and collaborate with Sales teams to enhance customer success.

The role emphasizes knowledge management, AI-assisted self-help, and continuous improvement, with a strong focus on financial markets, product capabilities, and customer satisfaction.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Experience in customer support or finance industry.
• Familiarity with real-time content/workflows in banking.
• Proficient in English.

Responsibilities

• Provide a high quality, end-to-end customer experience for Workspace and related products.
• Collaborate with Account and Sales teams for coordinated support.
• Support pre-sales and retention initiatives via A2E program.
• Lead knowledge management and self-help capabilities, including AI tools usage.
• Contribute insights from data and drive operational excellence.

Skills

Financial markets knowledge

Interpersonal skills

Multi-tasking

Analytical thinking

Data presentation

English proficiency

Education

Bachelor's degree in finance/business

Professional finance qualification (CFA/ICMA/CAIA/FSA I)

Tools

Excel add-in

VBA

Workspace Excel add-in

Power BI

Remote collaboration tools (Bomgar/MS Teams)

Job description

Customer Support provides a globally consistent 24/7 entry point for all customers and employees seeking product, content, or technical support prioritizing accessibility and connectivity to LSEGs breadth of expertise, to deliver a world class service experience.

The Specialist role empowers our customers with trusted insights, resolve specialized issues at scale, improve the value and drive usage of our products, by demonstrating our in-depth market, product & technical expertise. As a Specialist, you are responsible to provide support on functionality, content search & explanation of our Desktop suite of products, primarily LSEG Workspace and other offerings for the Workflows customer community including Banking, Investment Management, Wealth and Trading.

Investment banking, a central operation in the wider finance eco-system, helps individuals or organizations raise capital and provide financial consultancy services to them. Workflows Customer Support delivers all aspects of application support for Workspace and various solutions for Investment Banking covering usability and customization, content search, explanation, and integrity.

Responsibilities:

• Provide a high quality, consistent, end-to-end customer experience in the use and interpretation of our products and data
• Ensure a high level of customer satisfaction, focusing on quality and expertise
• Work directly with clients to provide additional information, updates, and resolution to issues
• Assist in pre-sales and retention initiatives via A2E (Access to Expert) program
• Lead and drive initiatives to enable Knowledge Management and self-help capabilities i.e. AI tools usage, accurate/quality resolution writing
• Support and cultivate knowledge development for Workflows products and market segments
• Equip self and ensure to participate in Operational Readiness activities for Business Proposition roadmap and Go To Markets (i.e. new product offerings, enhancements and changes)
• Conduct analysis and contribute insights based on findings, taking the lead to enable Operational Excellence (i.e. process, knowledge, volume reduction, time to resolve reduction, CSAT etc.)
• Collaborate closely with and maintain a consistent dialogue with Account and Sales teams to ensure a coordinated approach to beneficial support services
• Consolidate customer feedback on data and products and deliver it to Business and Product Owners to inform product development and ensure solutions are aligned with client needs

Required Skills & Experience:

• Displays understanding of financial markets and cross-asset views which support multiple asset types held in client portfolios: Equities, Commodities, FIFX, Economics, Fundamentals, Estimates, ESG, Private Equities among others.
• Strong interpersonal skills (verbal and written), as well as critical reasoning skills to identify problems and provide solutions quickly
• Excellent multi-tasking and interpersonal skills to lead outstanding issues until resolution. Strong follow-up skills, and a track record for influencing people outside of span of control
• Analytical, organized, detail oriented, and focused. Shown quick learners, self-motivated, and tried logical reasoning skills
• Proficiency in LSEG Excel add-in (crafting/editing formulas, Adfin functions understanding will be an asset). Excellent VBA/API skills is an asset.
• Proficiency in Workspace Excel add-in (crafting/editing formulas, Adfin functions understanding will be an asset).
• Displays excellent product i.e. Workspace skills and the ability to address how-to/functionality queries
• Knowledge and familiarity Investment Banking product capabilities
• Ability to efficiently work within a team and to collaborate is required. Confident in delivering presentations and web conferencing (such as remote sessions via Bomgar and MS Teams)
• Ability to present recommendations and insights through data gathering and presentation using e.g. PowerBI and/or other tools.
• Flexibility in working hours and is flexible to any working schedule.

Desired Skills & Experience:

• Bachelor's Degree - University qualified in a field relating to the financial markets, the finance sector or business
• Recognized external qualifications such as CFA or equivalent experience (at least level I), ICMA, CAIA, FINRA or FSA will be a strong asset
• At least 3 years work experience in customer service or finance industry. Experience in supporting Real-time content / Workflows Banking is preferred
• Strong understanding of Operational Center industry practices, measurement, drivers and performance improvement strategies, global financial services industry as well as financial applications, data and analytics
• Proficient in English, able to use English as working language with internal teams and customers

Career Stage: Senior Associate

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a signif