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LSEG

Global financial market infrastructure and data

Associate, Customer Onboarding - Post Trade Solutions

Customer SuccessConfirmed live in the last 24 hours
Full-timeTaguig, Metro Manila, PhilippinesNo salary listed

About the Job

Requirements

  • A bachelor's degree in Finance, Management, Business Administration, IT, or a related discipline is required.
  • Strong verbal and written English communication skills for clear, professional interaction with customers and internal teams.
  • Ability to review and process information accurately and maintain data integrity.
  • Willingness to learn through training, coaching, and feedback.
  • Ability to manage assigned tasks independently and take initiative to resolve issues or seek guidance.
  • Ability to work flexibly on a consistent US shift schedule.
  • No prior work experience is required.
  • Experience in Customer Support, Service Desk, or another client-facing role is advantageous but not required.
  • Familiarity with CRM or ticketing tools such as Salesforce or ServiceNow is advantageous but not required; training will be provided.
  • A basic understanding of financial markets, post-trade processes, or financial services operations is advantageous.

Responsibilities

  • Assist with customer onboarding, ensuring required documentation, account setup, and system configurations are completed accurately and on time.
  • Serve as a point of contact for customers during onboarding and respond to inquiries professionally and promptly.
  • Coordinate with Technical Support, Sales, and Operations to facilitate onboarding for new clients.
  • Record and maintain customer information, onboarding status updates, and case notes in systems such as Salesforce and ServiceNow.
  • Monitor onboarding tasks and follow up to ensure completion within established timelines and service level agreements.
  • Escalate complex or unresolved customer issues to senior team members, documenting the issue and steps taken.
  • Participate in team meetings, training sessions, and knowledge-sharing activities to develop product knowledge and onboarding expertise.
  • Flag recurring issues and suggest process enhancements as part of continuous improvement efforts.
  • Deliver consistent, high-quality service aligned with customer experience standards and team key performance indicators.
  • Work during US business hours to support North American customers.

Desired Qualifications

  • Experience in Customer Support, Service Desk, or another client-facing role.
  • Familiarity with CRM or ticketing tools such as Salesforce or ServiceNow.
  • A basic understanding of financial markets, post-trade processes, or financial services operations.

About the Company

LSEG

Global financial market infrastructure and data

LSEG provides global financial market infrastructure and data across the full value chain. It delivers data, analytics, and risk-management tools, benchmarks via FTSE Russell, regulatory and financial crime risk services, and trading, clearing, and settlement through its Capital Markets and Post Trade divisions, typically accessed via subscriptions, licensing, and fees. The company differentiates itself by offering an integrated, end-to-end platform that covers pre-trade data and analytics to post-trade processing with a broad, global footprint. Its goal is to grow over the long term by leveraging its diversified portfolio and international reach to create value for shareholders and customers.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1801

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