Senior Client Support Specialist (Financial Data)

Location: Remote - US

Salary: $110,000–$125,000 plus an annual performance bonus.

Company

Global provider of credit intelligence, data, and analytics used by professionals in hedge funds, investment banking, management consulting, and law firms.

What you will do

• Support client trade workflows, trading templates, permission models, roles, and application layouts across the Sky Road Product Suite.
• Onboard new client funds, fund attributes, trade workflows, and trading templates.
• Document client workflows, trading templates, permission matrices, and role models.
• Troubleshoot daily support issues and communicate or escalate issues requiring development support.
• Coordinate with project managers on client onboarding, including configuration and testing.
• Work with the Sky Road COO, development, project management, client services, and technology teams to improve support processes and client experience.

Requirements

• Experience working in a support capacity.
• 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, including the ability to join, pivot, and summarize data.
• Ability to troubleshoot support issues.
• Strong attention to detail.
• Experience working in a team environment.

Nice to have

• Understanding of Portfolio Management, Compliance, and Security Master systems.
• Experience with vendor software product support.

Culture & Benefits

• Remote position for candidates in the US.
• Health benefits, matched 401(k), and pension plans.
• Paid time off, generous parental leave, and gym subsidies.
• Educational reimbursement for career development and recognition programs.
• Culture built around action orientation, customer focus, effective teamwork, and excellence.