Senior Client Support Specialist

Octus - Chicago, IL

Hiring: Senior Client Support Specialist Company: Octus Location: Chicago, IL Job Posted Time: 2026-09-10 11:41:14 Target Skills & Keywords : Microsoft Excel, Portfolio Management, Project Management About the job Required Skills: •Support of Sky Road client trade workflows and templates •Support of Sky Road client permission and role models •Onboarding new client trade workflows and templates •Onboarding new client funds and fund attributes •Documentation of client trade workflows, trading templates, and permission models •Ownership and support of application layout consistency •Communicate and escalate with the development team on support issues •Coordinate with project managers on client onboarding Qualifications: •Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products •Strong Excell skills.  Must possess the ability to join, pivot and summarize data •Demonstrated capacity to troubleshoot support issues •Understanding of Portfolio Management, Compliance and Security Master systems •Product Support •: Develop skills and knowledge to support the Sky Road Product Suite and effectively communicate with clients. •: Develop skills required to support existing trade workflows and trading templates and onboard new trade workflows and trading templates. Compensation: •$110,000 - $125,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!