Market & Client Support Associate
octaura.com
Customer Service
New York, NY, USA
Posted on Monday, May 1, 2023
We’re on a missionAt Octaura, we continually evolve markets to unleash value for clients. It’s in our DNA to make a difference and do things differently.Existing workflows within our markets are painful for clients: they are outdated, overcomplicated, and time-consuming. We want to change that. Octaura fundamentally rebuilds and redefines the markets by streamlining workflows, digitizing platforms, and bringing transactions, data and analytics together for the first time.Join our inclusive cultureAt Octaura, everyone belongs.It’s so important to us that all Octaurians are confident in knowing they have the space to use their voice and talents. We love the diversity we see in the world and we actively want our team to reflect this. We’re a values-driven company and by engaging, solving and evolving together, we create a culture that is collaborative, switched-on, and fun to be part of.
About The RoleThe Market & Client Support team (“MCS”) provides knowledgeable front-line support to users of the Octaura platform(s) which includes traders and other client users (such as IT and trade support staff), API users, and internal Octaura users. MCS proactively monitors market conditions, trader behavior, system performance, and connectivity, as well as accepts incoming calls and other communications using all necessary firm resources to address any user issues.As one of the first associates on the MCS team, you will report to the Head of Market and Client Support to create a world class client support program. This role works cross-functionally with Client Success, Account Management, Product and Tech, and plays a critical function in supporting the growth and success of Octaura and our clients. The MCS team will orchestrate continuous improvements to customer support, providing feedback and advising on trends, and will set the bar high for a positive client support experience.This is an exciting time for Octaura as we are rapidly growing and are looking for energetic, collaborative and driven thinkers to join us! Please note this role is based out of our NYC office and our current structure is 4 days in the office, 1 day from home.Core responsibilities
- Act as the primary point of contact for clients inquiring about trade-related issues, including failed trades, trade breaks, trade allocations, and trade settlement
- Research and resolve trade-related inquiries and issues promptly and efficiently, ensuring that all client interactions are documented accurately in Hubspot
- Work closely with internal teams, including trading, operations, and compliance, to identify and resolve client issues
- Provide clear and concise explanations to clients on complex trade-related issues, using appropriate language and terminology
- Troubleshoot technical issues related to trading platforms and other trading systems
- Contribute to the development and maintenance of client support knowledge base and documentation
- Monitor and report on client feedback and issues, making recommendations to improve the client experience
- Bachelor's degree in finance, economics, or related fields
- 2+ years in client support within FinTech or Financial Services
- Series 7/63 required
- Attention to detail
- Strong communication skills
- Flexible and adaptable to meet the needs of a growing firm
- Competitive compensation and equity
- Unlimited Paid Time Off
- Competitive Parental Leave
- Daily breakfast, coffee and snacks in the office
- 90% company-paid healthcare
- Onsite gym & discounted membership
See more open positions at octaura.com
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