Related skills
customer service project management kpis📋 Description
- Quarterly data extraction from accounting docs and performance reports.
- Ensure data quality and timeliness to meet high standards.
- Front-line customer support for clients served by your segment.
- Proactively engage clients during quarterly data campaigns with clear tracking.
- Real-time client interactions via phone or Zoom to resolve issues.
- Document client interactions to drive process improvements.
🎯 Requirements
- Subject matter expert in private markets data, metrics, and KPIs.
- Fluent in English; clearly articulate technical concepts.
- Strong analytical skills with financial statements and concepts.
- Highly organized with attention to detail; balance multiple projects.
- Client service mindset; diplomacy and poise under pressure.
- Adaptable; quick to learn new technologies in a fast-paced environment.
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