Browse
Employers / Recruiters

Client Success Representative

Enfusion Systems Ltd. · 30+ days ago
Negotiable
Full-time
Apply
Enfusion is a pioneer in developing innovative, native cloud investment management software, analytics, and managed services for asset managers and hedge funds around the globe. We underpin the investment operations of fund managers from our global offices spanning four continents. Our unique, seamless, SaaS-based platform is reshaping the global investment operations landscape by removing traditional information boundaries and uniting the front-, middle- and back-office into one system, with one unified data set. 
 
Passionate about client service, we complement our software solutions with expert middle- and back-office managed services. In fact, we've been recognized as Best Managed Services Provider at the HFM EU Services Awards.  We help fund managers around the world streamline their operations, mitigate risk, and improve transparency and reporting so they can confidently focus on what they do best – invest.

As a company, we’re absolutely committed to the growth, development, and well-being of our people. Enfusion is where you can pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career.  If you're looking for a culture that is inclusive, collaborative, entrepreneurial, values diversity, fosters and rewards creative exploration, and strives to continually exceed client expectations then we're looking forward to hearing from you.  
 
Learn more about Enfusion by visiting www.enfusion.com and apply today!

The Team  

The Client Success Team provides frontline support to Enfusion clients while overseeing platform experience, client health, and aiding in strategic vision. The team is spread amongst three verticals - Senior Account Manager, Account Manager, and Client Success Representative. 

The Role

The Client Success Representative (CSR) will act as the first level of support for clients and their daily use of the Enfusion platform. As the initial contact, the Client Success Representative will answer queries related, but not limited, to General Ledger Accounting, P&L, Corporate Actions, and Trade Booking/Creations, Trading workflows, and allocations while guiding clients on PMS and OEMS standards and customizations. If the query can not be resolved by the CSR, they will escalate to internal teams. 

What You’ll Do

  • Integrate knowledge of Financial Products and the Enfusion Software to provide client-facing support for Hedge Funds, Family Offices, and Institutional Asset Managers with their daily Portfolio Management and Trading operations
  • Learn Enfusion’s Middle and Back Office modules to support client queries through the lifecycle of a trade, starting from Trade Creation to Position Management, and General Ledger Accounting
  • Build and maintain strong client relationships ensuring high levels of client satisfaction
  • Determine criticality of client tickets to either remediate or escalate to Product Support
  • Proactively monitor client health and coordinate across internal teams to rapidly address client issues
  • Assist clients in Trade Booking, ranging from simple Equity Trade Booking to more in-depth workflows such as Trade Allocation Calculators, Corporate Action Booking, and Position Events (i.e. Option Exercise, Futures Roll)  
  • Decompose P&L, NMV, and Exposure Calculations across Listed Asset Classes
  • Engage with clients to support basic queries regarding General Ledger Accounting Queries, such as Income Statements and Balance Sheets
  • Advise clients on best practices as they relate to both Enfusion and the various mutual third parties we integrate with (Prime Brokers, Fund Administrators, Market Data Providers)
  • Work in close collaboration with our Product Specialists and Account Managers in order to achieve all the above

What You’ll Need

  • 2+ Years of full-time and/or internship experience in a Product Support Role for a Portfolio Management System/Order Management System provider, or Middle/Back Office or Operations Role at a Hedge Fund, Prime Broker, or Fund Administrator
  • Bachelor’s degree and/or Professional Certifications in Finance, Accounting, Economics, Financial Math or related fields is preferred.
  • Flexibility and confidence to handle and prioritize multiple tasks and work independently 
  • An understanding of investment management workflows and operations
  • Multi-Asset class knowledge in one or more of the following: Equities, Fixed Income, FX, Structured Products, Derivatives
  • Excellent written and verbal communication in a fast-paced, client-facing environment
  • Organized, detail-oriented, and analytical

#LI-DS1

 

Enfusion offers a competitive compensation and benefits package, retirement and pension plans, and generous Paid Time Off policy; and paid parental leave. Other perks include commuter benefits, and an employee assistance program.  All benefits and programs are subject to applicable eligibility requirements.
 
Enfusion is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Enfusion will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
 
Position will remain open until filled.
 

Last updated on Feb 8, 2024

See more

About the company

EL
Enfusion Systems Ltd.Enfusion is a leading provider of cloud-based investment management software solutions for hedge funds, asset managers, and institutional investors.

More jobs at Enfusion Systems Ltd.

Analyzing

Chicago, Illinois

 · 

30+ days ago

Bengaluru, Karnataka

 · 

30+ days ago

New South Wales

 · 

30+ days ago

More jobs like this

Analyzing
Vet Student Placement
C
creaturecomforts

Hong Kong Island

 · 

30+ days ago

Retail Supervisor 店舖主管
Love, Bonito ·  Women's fashion e-commerce

Hong Kong Island

 · 

30+ days ago

Account Executive
B
burson-cohn-and-wolfe-apac

 · 

30+ days ago

 · 

30+ days ago

 · 

30+ days ago

 · 

30+ days ago

Developed by Blake and Linh in the US and Vietnam.
We're interested in hearing what you like and don't like! Live chat with our founder or join our Discord
Changelog
🚀 LaunchpadNov 27
Create a site and sell services based on your CV.
🔥 Job search dashboardNov 13
Revamped job search UI with a sortable grid, live filtering, bookmarks, and application tracking.
🫡 Cover letter instructionsSep 27
New Studio settings give you control over AI output.
✨ Cover Letter StudioAug 9
Automatically generate cover letters for any job.
🎯 Suggested filtersAug 6
Copilot suggests additional filters above the results.
⚡️ Quick applicationsAug 2
Apply to jobs using info from your CV. Initial coverage of ~200k jobs in Spain, Germany, Austria, Switzerland, France, and the Netherlands.
🧠 Job AnalysisJul 12
Have Copilot read job descriptions and extract out key info you want to know. Click "Analyze All" to try it out. Click on the Copilot's gear icon to customize the prompt.
© 2024 RemoteAmbitionAffiliate · Privacy · Terms · Sitemap · Status