Senior Client Support Specialist
Supports Sky Road financial software clients by troubleshooting trade workflows, templates, permissions, layouts, and onboarding configurations. The role requires support experience, familiarity with trade and order management workflows, financial data knowledge, and strong Excel skills.
About the job
Responsibilities
- Support Sky Road client trade workflows and templates.
- Support client permission and role models.
- Onboard new client trade workflows, trading templates, funds, and fund attributes.
- Document client trade workflows, trading templates, and permission models.
- Own and support application layout consistency across Sky Road modules and clients.
- Communicate and escalate support issues to the development team.
- Coordinate with project managers on client onboarding.
- Assist with onboarding-related configuration and testing.
Requirements
- Experience working in a support capacity.
- Experience with trade and order management systems or workflows.
- Understanding of financial data domains, including issuers, instruments, industries, ratings, and pricing of financial products.
- Strong Excel skills, including the ability to join, pivot, and summarize data.
- Ability to troubleshoot support issues.
- Strong attention to detail.
- Experience working in a team environment.
Nice-to-Haves
- Understanding of portfolio management, compliance, and security master systems.
- Experience supporting vendor software products.
Compensation
- Salary range: $110,000–$125,000 USD.
- Eligible for an annual year-end performance bonus.
- Benefits include health benefits, matched 401(k) and pension plans, paid time off, parental leave, gym subsidies, educational reimbursement, and recognition programs.
Skills
Excel, Trade Management Systems, Order Management Systems, Financial Data, Portfolio Management, Compliance Systems, Security Master Systems, Troubleshooting, Permission Models, Application Configuration
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