Senior Client Support Lead: Trade Workflows & Onboarding

Octus; Chicago (IL); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Health benefits

401(k) match

PTO

Parental leave

Gym subsidies

Educational reimbursements

Recognition programs

Job summary

Octus is seeking a Senior Client Support Specialist to support the Sky Road Product Suite, onboarding new client funds and workflows, and documenting permissions across modules. You will work with the COO to improve support processes for trade workflows and ensure consistent application layouts, while interfacing with development and project management to deliver a successful client experience.

The role emphasizes proactive support, collaboration with cross-functional teams, and thorough

Qualifications

• Experience in a support capacity for financial systems or workflows.
• Experience with Trade and Order Management systems or workflows.
• Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products.
• Strong Excel skills and ability to join, pivot and summarize data.
• Ability to troubleshoot support issues and work in a team environment.

Responsibilities

• Support Sky Road client trade workflows and templates.
• Support client permission and role models.
• Onboard new client trade workflows and templates.
• Onboard new client funds and fund attributes.
• Document client trade workflows, trading templates, and permission models.
• Own and ensure application layout consistency across Sky Road modules.
• Escalate with development on support issues; coordinate with project managers on onboarding.

Skills

Trade & Order Management systems

Excel

Support experience

Team collaboration

Financial data knowledge

Job description

Octus is seeking a Senior Client Support Specialist to support the Sky Road Product Suite, onboarding new client funds and workflows, and documenting permissions across modules. You will work with the COO to improve support processes for trade workflows and ensure consistent application layouts, while interfacing with development and project management to deliver a successful client experience.

The role emphasizes proactive support, collaboration with cross-functional teams, and thorough