Preqin is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Preqin’s online products to obtain key information for business-critical decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents.
Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide staff base. Owned by our founder, directors and employee shareholders, we care passionately about our customers, brand and the employees that make it all happen.
The Client Services team sits within our global Sales team. It is one of the primary points of contact for clients into the business that have any queries relating to the Preqin platform, or the wider company. We are a global team, who are based within our London, New York and Singapore offices, providing 24/5 support to our clients. Last year, we answered queries for over 8,000 unique individuals across the globe. As our global client base expands, so do the number of users that will look to utilise our support. We support our clients via phone, e-mail and livechat to ensure they are getting the key data they require to reach their research and business objectives.
A fantastic opportunity has arisen at a global financial data provider for a Client Services Executive in our New York office. We are seeking an analytical and organised individual with knowledge of the financial markets, client-facing experience, and proficiency in Microsoft Office. Our ideal candidate would have some client-facing experience in the Financial Services industry. We would also consider a Graduate with the ability to learn and grow within the role.
We are continuing to invest in our customer-oriented strategy and this role will report to the Head of US Client Services, and the position is an important part of implementing Preqin’s client-focused approach. Furthermore, this is an excellent opportunity to develop your career in a client-facing role within a fast-growing sector.
Roles and Responsibilities:
Key Requirements for this Role:
Our Company Values:
At Preqin we’re driven by our values: everything we do is in line with the six guiding principles we have set for ourselves.
Our Shared Culture
Preqin is a fast-growing company, but we are passionate about keeping an entrepreneurial spirit at the heart of everything we do. Our aim is to deliver for our customers, but as one united, progressive, and successful team. Today, our more than 700 people globally share six core values. We strive for quality and put our customers first. We are objective, and we innovate, collaborate, and invest in our personal development. We also have fun together. We hold social events, play sports, and celebrate our shared successes.
Preqin is an equal opportunity employer where diversity is at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law. Preqin is committed to offering an inclusive and accessible experience for all job seekers, so everyone has the opportunity to be successful. If you need a reasonable accommodation during the application process due to a disability, please let the Preqin recruiter know at the start of the application process. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.
The job skills required for Client Services Associate include client service, Problem Solving, Microsoft Office, Initiative, Financial services,and Effective Communication etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
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