Buy-Side OMS Support Specialist | Client-Facing Expert

Bloomberg; San Francisco (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Paid holidays and PTO

Wellness programs

Job summary

Bloomberg is seeking an AIM Trade Desk Support Specialist in San Francisco to assist buy-side clients using our AIM order management system. You will handle inquiries, troubleshoot issues, and collaborate with Implementation, Sales, and Engineering to improve client workflows and system performance.

Ideal candidates will have 3+ years in financial services or fintech, experience with OMS or electronic trading, and strong Excel/Power BI capability.

Qualifications

• Minimum 3 years of experience in financial services or a financial technology company.
• Experience supporting an OMS or other electronic trading systems.
• Exposure to pre-trade, at-trade, or post-trade buy-side workflows.
• Strong multitasking skills with the ability to prioritize in a fast-paced environment.
• Attention to detail with strong analytical skills to evaluate problems and provide solutions.
• The ambition to take ownership and responsibility of issues and handle them effectively through to resolution.
• The inclination to pick up new technologies and procedures.
• Strong interpersonal and organizational skills to drive and implement ideas in a changing environment.
• Proficiency with Microsoft applications – Excel (Advanced), PowerPoint, and Word.
• Strong presentation and communication skills.

Responsibilities

• Build a comprehensive understanding of the features and capabilities of our OMS offering, through training and on-the-job learning, to manage client queries quickly and efficiently.
• Develop deep knowledge of our products and client use cases, sharing insights across the team.
• Stay current on market trends and understand their impact on client workflows.
• Troubleshoot issues pertaining to AIM, while assessing any potential business and/or operational impact.
• Foster excellent relationships through strong product knowledge and workflow expertise.
• Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency.
• Collaborate with Implementation, Sales, and Engineering teams to improve clients' experience and performance of our technology.
• Manage client expectations through timely and effective communications during systemic issues or escalations.
• Raise issues and liaise with Product and Engineering for enhancements or remediation requested by clients.

Skills

Customer service

Attention to detail

Multitasking

Communication

Problem solving

Ownership

Adaptability

Language skills

Tools

Excel (Advanced)

PowerPoint

Word

Power BI

Visio

Job description

Bloomberg is seeking an AIM Trade Desk Support Specialist in San Francisco to assist buy-side clients using our AIM order management system. You will handle inquiries, troubleshoot issues, and collaborate with Implementation, Sales, and Engineering to improve client workflows and system performance.

Ideal candidates will have 3+ years in financial services or fintech, experience with OMS or electronic trading, and strong Excel/Power BI capability.