Client Success & Research Specialist

Bloomberg BNA; Arlington (VA); On-site; USD 66,000 - 82,000; Full time

Job summary

Bloomberg Industry Group is seeking a client support professional to act as the first point of contact for inquiries across BI G products. You will triage requests, guide users through solutions, and escalate complex issues while maintaining ownership of the client experience.

In this role you will partner with Product, Engineering, Sales, and Marketing to improve product adoption and client satisfaction. A strong customer service mindset and ability to manage multiple priorities in a fast-paced

Qualifications

• 3+ years of experience in legal or financial fields.
• Strong customer service orientation with excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable troubleshooting and guiding clients step by step.
• Strong organizational skills with attention to detail and follow-through.
• Ability to collaborate across support, product, engineering, and business teams.
• Demonstrated ownership mindset and initiative to drive issues toward resolution.

Responsibilities

• Serve as the first point of contact for client inquiries across Bloomberg Industry Group products via phone, email, and chat.
• Intake, assess, and triage client requests, gathering relevant details and routing issues by urgency.
• Resolve basic to moderately complex issues via troubleshooting, product guidance, research assistance, and account support.
• Escalate technical or complex issues to Tier 2 and Tier 3 support while owning the client experience.
• Partner with Product, Engineering, Sales, and Marketing to communicate client needs and support product adoption.
• Maintain high volume of client interactions with professionalism, accuracy, and service quality.
• Educate clients and internal users on product features, workflows, and best practices.
• Track and document client interactions using CRM, ticketing, and project management tools.
• Identify recurring challenges and share feedback for process improvement.
• Participate in projects that enhance operational efficiency and client experience.
• Stay current on Bloomberg Industry Group products and support processes.

Skills

Customer service

Verbal & written communication

Multi-tasking

Cross-functional collaboration

Ownership mindset

Education

Juris Doctor (JD) / MLS / MILS / paralegal background

Bachelor's degree in related field

Job description

Bloomberg Industry Group is seeking a client support professional to act as the first point of contact for inquiries across BI G products. You will triage requests, guide users through solutions, and escalate complex issues while maintaining ownership of the client experience.

In this role you will partner with Product, Engineering, Sales, and Marketing to improve product adoption and client satisfaction. A strong customer service mindset and ability to manage multiple priorities in a fast-paced