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The Company:
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.
Team Overview:
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.
Role Overview:
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:
Desirable Requirements:
Company Benefits:
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.
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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 peopleglobally 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.
Full Time
Business Services
06/28/2022
12/12/2022
preqin.com
NEW YORK, NY
500 - 1,000
2003
MARK OHARE
$5M - $10M
Business Services
Preqin is the Home of Alternatives, foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, we have committed ourselves to furthering the understanding of alternatives for over 17 years. Through close partnership with our clients, we continuously build innovative tools and mine new intelligence to enable them to make the best decisions every day. Today, more than 100,000 industry operators use our products, ranging from fund managers and investors to service providers and ...commentators. We are the only data and insights provider to cover the whole of the alternatives industry, spanning private equity & venture capital, hedge funds, private debt, real estate, infrastructure and natural resources. Our flagship platform is Preqin Pro, the largest and most versatile data and analytics source for alternatives. We also produce market-leading research reports, as well as tools for analytics, portfolio management, and due diligence to help fund managers and allocators to make the best possible investment decisions.
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The job skills required for Client Services Associate include Client Service, Initiative, Product Knowledge, Microsoft Office, Problem Solving, Communication Skills, 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.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.