The Lead Client Servicing Associate provides day-to-day support for OEMS solutions, assists clients with system issues, conducts training, fosters client relationships, and ensures satisfaction with technology solutions.
Job Summary : We are seeking a dedicated and client-focused Lead Client Servicing Associate for our OEMS Support team. The successful candidate will play a pivotal role in ensuring a seamless client experience by providing day-to-day support for our OEMS solutions. This position is ideal for individuals who thrive in a client-centric environment, enjoy understanding workflows, and are committed to delivering high-quality support and effective issue resolution. The Lead Client Servicing Associate will engage closely with clients, assist them with system-related inquiries, and foster lasting relationships while facilitating ongoing client training and feedback. This role is essential for enhancing client satisfaction and maximizing the value of our technology solutions.Key Responsibilities
- Serve as a key point of contact for clients using OEMS solutions, providing day-to-day support and guidance.
- Assist clients with system-related queries, user issues, and functional questions relating to OEMS workflows.
- Work closely with internal teams to help troubleshoot issues, coordinate resolutions, and ensure timely follow-up with clients.
- Support senior team members in understanding client requirements, business processes, and trading workflows to enhance the overall support experience.
- Deliver client training sessions and walkthroughs to help users confidently navigate and utilize OEMS functionality.
- Maintain clear and accurate documentation, including support processes, user guides, training materials, and client feedback.
- Build strong client relationships by proactively engaging with users, gathering feedback, and identifying opportunities to improve service delivery.
- Provide ongoing post-go-live support to help clients maximize the value of their OEMS solution.
- Bachelor’s degree in a relevant field (e.g. Business, Information Technology, Finance).
- 2–5 years of experience in a client support, training, servicing, or operations role, preferably within the financial services technology sector.
- Strong communication and interpersonal skills, with a genuine passion for client engagement and support.
- Ability to manage client queries professionally, prioritize effectively, and coordinate across teams.
- Eagerness to learn OEMS functionality and develop expertise in financial technology solutions.
- Familiarity with financial technology vendors specializing in OMS is a plus, but not required.
Top Skills
Oems
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