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.
Qualifications
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.