Client Service Specialist

Job Summary

A company is looking for a Client Service Specialist.

Key Responsibilities

• Troubleshooting platform errors, configuration, and data issues for clients
• Providing education and assistance on product features and technical architecture
• Communicating effectively with clients and collaborating with internal teams

Required Qualifications

• Bachelor's degree required; concentration in Finance, Accounting, or Computer Science is a plus
• Basic knowledge of database administration (e.g., SQL Server, Postgres)
• Exposure to the financial industry, banking, lending, commercial real estate, and/or capital markets is a plus
• Strong customer service skills and eagerness to grow within a multi-product team
• Demonstrated creativity, flexibility, and enthusiasm for learning