Client Service Operations Specialist - Skematic at Financial Recovery Technologies LLC

Medford, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jun, 26

Salary

70000.0

Posted On

11 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Operations, Communication, Time Management, Attention To Detail, Data Handling, MS Excel, Problem Solving, Client Relationship Management, Process Ownership

Industry

Financial Services

Description

Description Join a fast-growing company that is transforming its industry! Skematic, a business unit of Financial Recovery Technologies, is a rapidly growing startup providing a comprehensive Compliance workflow management solution in the RegTech space. Primarily serving hedge funds, private equity, and venture capital firms since 2021, Skematic is breaking barriers to offer a solution to drive efficiencies for compliance teams navigating the ever-changing complexities of regulation in capital markets. We are seeking an organized, flexible, and engaging Client Service Operations Specialist to provide the professional, knowledgeable, and friendly service our clients are accustomed to. As a Client Service Operations Specialist, you will be a primary point of contact for our clients, providing best-in-class service to meet their needs and optimize their relationship with Skematic. Specifically, you will: Ensure Skematic’s clients remain clients by meeting their needs through professional, knowledgeable, and friendly service Serve as a first line of reactive support to all Skematic clients by phone and email Communicate effectively with clients of all varieties Ensure the timely and accurate delivery of service Own and oversee a large variety of operational processes Optimize our clients’ usage of the Skematic platform by overseeing client-impacting operations Autonomously managing projects and ensuring they result in a positive experience for our clients Identify, measure and monitor results Educate the clients about typical industry and company standards Ensure clients’ operational needs are met by providing a clear line of communication between them and Skematic’s internal operations teams Partner with Account Manger to drive proactive, strategic engagements across all clients Our ideal candidate is: A recent college graduate (business degree preferred) 1-2 years experience in client facing role Passionate about service standards, ideally with an interest in the financial services or SaaS Proficient with MS Excel and, ideally, comfortable handling large data sets Excellent communication skills both verbal and written Self-directed and detail oriented, able to work in a fast-paced environment with limited administrative support and hand holding; Excellent time management skills and attention to detail and adherence to deadlines. What does Skematic offer: Competitive salary and bonus Health, dental, vision 401k (with company match) Income protection plans (life, accidental death and dismemberment, short- and long-term disability) and access to a suite of voluntary benefits Commuter Benefits Employee Assistance Program Fun, smart, diverse colleagues In our Medford, MA office: Close to public transit (walking distance to Wellington T on the Orange Line Free drinks and snacks Free parking onsite Free access to onsite gym Compensation: base salary is experience dependent and can range from $55,000-$70,000 a year (based in MA). Skematic also offers a competitive annual bonus. THIS POSITION IS HYBRID BASED IN OUR MEDFORD, MA OFFICE. AGENCIES: WE ARE NOT WORKING WITH AGENCIES ON THIS REQUISITION. Skematic provides equal employment opportunities by recruiting, hiring, training and promoting applicants and employees without regard to race, color, religion, creed, national origin, citizenship status, sex, age, ancestry, sexual orientation, genetics, pregnancy, marital or partnership status, gender identity/expression, disability, handicap, status as a victim of domestic violence or other similar offenses, consumer credit history, unemployment, military obligations, veteran status or any other category protected by law. Skematic/ is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.

Responsibilities

The specialist will serve as the primary point of contact for clients, providing knowledgeable and friendly service via phone and email while ensuring the timely and accurate delivery of services. Key duties include owning operational processes, optimizing client platform usage, and acting as the communication liaison between clients and internal operations teams.