Core Responsibilities

Act as a player-coach, handling client inquiries alongside the team while mentoring and supporting team members in delivering excellent service. Oversee casework, ensuring timely and accurate responses are provided to clients. Serve as the escalation point for complex or high-risk client issues, driving resolution effectively. Drive team OKRs including CSAT, escalation rate, backlogs, and average time to resolution.

Requirements

3-5+ years of experience in financial services, technology, consulting, or relevant client-facing roles. Strong familiarity with alternative investment data and its operational nuances. Excellent written and verbal communication skills; highly organised and detail-oriented. Demonstrated success working cross-functionally with internal stakeholders.

Additional Information

Experience Level

Lead / Principal

Employment Type

permanent

Work Mode

Hybrid