Client Support - Toronto
OVERVIEW OF 73 STRINGS:
73 Strings is an innovative platform providing comprehensive data extraction, monitoring, and valuation solutions for the private capital industry. The company's AI-powered platform streamlines middle-office processes for alternative investments, enabling seamless data structuring and standardization, monitoring, and fair value estimation at the click of a button. 73 Strings serves clients globally across various strategies, including Private Equity, Growth Equity, Venture Capital, Infrastructure and Private Credit.
Role and Background:
As a Senior Associate in our Client Support team, you will become a connoisseur of our product suite, delivering unparalleled support and training to our clients. This role encourages collaboration with cross-functional teams to drive innovative solutions that have a global impact.
Responsibilities:
- Achieve proficiency in financial products we support, focusing on our monitoring & valuations tools.
- Provide superior client service, offering prompt and effective resolutions to application support inquiries.
- Troubleshoot client issues with accuracy, working alongside internal teams to document and deploy solutions.
- Manage all support channels, ensuring efficient and competent responses to client inquiries, while juggling multiple requests.
- Maintain meticulous records of client interactions, both written and verbal, within our internal systems.
- Engage regularly with management, fostering collaboration across business lines and regions
- Guide clients towards Client Success Managers or training resources to maximize organizational product utilization.
Qualifications:
The ideal candidate is a professional who is a rapid learner of new technologies and financial products. You possess exceptional communication skills, engaging clients effectively. Your detail-oriented approach and passion for resolving complex issues are matched by your ability to provide clear, step-by-step solutions.
- A bachelor's or master's degree (or equivalent).
- Over 3 years of relevant client-facing experience is required.
- Interest and/or experience in private markets software solutions is a plus.
- Understanding various Private Equity and Private Credit valuation methodologies and approaches is valuable.
- Strong Excel skills and a robust understanding of financial markets and securities.
- Familiarity with API (REST & SOAP API) & SSO is beneficial.
- Aptitude for swiftly mastering new technologies & financial products.
- Proven experience in establishing and running support functions, with a focus on building and optimizing processes to enhance efficiency and productivity
- Demonstrated ability to scale support functions to meet business needs, implement scalable solutions, and apply best practices for consistent service delivery and growth support
- Excellent written and verbal communication skills.
- Comfortable navigating challenging concepts and complexity.
- Capacity to assimilate and implement new information quickly, while maintaining current job performance.
- A bachelor's or master's degree (or equivalent).
- Department
- Customer Success
- Locations
- Toronto
- Remote status
- Fully Remote
About 73 Strings
We cultivate a culture of innovation and collaboration, where your ideas matter. We empower our team members to take initiative, learn continuously, and thrive in a supportive environment.
Client Support - Toronto
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