Full-Time
Client Success Representative
Posted on 3/28/2024
SaaS platform for integrated financial management
Compensation Overview
$70,000 - $80,000Annually
Junior
New York, NY, USA
- 1+ 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 required - 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
- 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
Enfusion operates a cloud-native SaaS platform that unifies front-, middle-, and back-office operations, allowing for seamless API-powered integrations and a consolidated data view. The firm's emphasis on remote work compatibility and comprehensive managed services make it a progressive workplace, where employees can benefit from advanced technology and a flexible work environment. Offering a holistic platform ensures that employees are at the forefront of financial technology, enhancing their professional growth in an industry-focused setting.
Company Stage
IPO
Total Funding
$256M
Headquarters
Chicago, Illinois
Founded
1997