Job Description
About the Role: 07 About the role: In this role, you will become an expert across all supported financial products-including iLEVEL, QVal, and the iLEVEL Investor Portal-and serve as a key point of contact for client inquiries. You will provide exceptional client service, troubleshoot complex issues, and collaborate with cross-functional teams to deliver timely and effective solutions. Key Responsibilities Become a subject matter expert in all supported financial products (iLEVEL, QVal, Investor Portal) and assist clients with any product-related queries. Deliver outstanding client service by providing timely, accurate, and positive resolutions across all aspects of application support. Troubleshoot client-reported issues efficiently, escalate as appropriate, and work with internal teams to document and resolve problems. Monitor all incoming support channels-including phone and email-and respond to client inquiries quickly while managing multiple requests simultaneously. Maintain detailed documentation of all client interactions (both written and verbal) in the internal CRM system. Collaborate regularly with senior managers and work closely with colleagues across business lines and global regions. What We're Looking For The ideal candidate is inquisitive , a quick learner , and able to grasp new technologies and financial concepts with ease. They communicate clearly, enjoy solving complex problems, and can guide clients with step-by-step solutions. Core Qualifications Strong ability to learn new technologies and financial products quickly. Flexibility to work in US hours/shifts . 6:30 PM IST to 3:30 AM IST Strong written and verbal communication skills. Ability to work comfortably with complex concepts and challenging issues. Knowledge of finance, valuations, and comfort working under pressure while maintaining momentum. 1 to 3 years of client-facing experience (preferred but not required). Ability to absorb and apply new information, instructions, and procedures wh
