Client Service Representative, Private Markets

Solium Capital - San Francisco, CA2.5

Full-timeEstimated: $43,000 - $59,000 a year
Why work at Solium?

Solium is growing globally at an exponential rate, attracting some of the most leading-edge, headline-making private market customers from around the globe. Our clients are changing the world through innovative solutions to some of modern society’s most interesting issues: urban transportation, secure and efficient electronic communication and even space flight!

With offices in Canada, the United States, the United Kingdom, France, Germany, Spain, Australia and Hong Kong we strive every day to work locally while thinking globally, in order to achieve service excellence.

Our culture

Solium takes cultural characteristics from the industries we draw upon. We develop and maintain a sophisticated set of enterprise software products, so we embody the casual style but relentless focus that is often associated with the tech industry. But we are also a client service organization, offering support to both corporate clients and their employees.

We also employ a wealth of “numbers” people, those with backgrounds in math, finance and economics. And because we are a global organization, you’ll routinely hear English, French, Spanish, Dutch, German, Cantonese and other languages spoken in our offices. Solium offices are all about diversity. What unites us is a commitment to quality. We are all passionate people who bring our best in support of a singular focus, to be the global leader in our industry.

We reward our people with a fun, flexible environment, and a competitive compensation and benefits package.

We currently have full-time, permanent opportunities for

Client Service Representative – Private Markets

Located in the private markets hotbed of San Francisco, California the Client Service Representative, Private Markets is responsible for providing world-class customer service, solutions and support to senior-level decision makers at our Private Market client companies. We’re looking for teammates with a strong entrepreneurial spirit, a great sense of humor and the willingness to do what it takes to help get the job done!

What you’ll do:
Provide world-class customer service, solutions and support to senior-level decision makers at our client companies
Proactively identify potential issues and work with team members and other internal stakeholders to find solutions
Track and manage open issues identified by customers or monitoring tools, escalating as appropriate to ensure resolution and customer satisfaction
Test fixes to issues, and stay involved in any additional follow ups, testing and troubleshooting
Appropriate referral for billable services
Populate intranet systems with relevant support content

What you bring:
Associate’s or Bachelor’s degree in Business, Commerce or a related field
Minimum 2 years related experience and/or training
Proven success with, and a passion for, providing exceptional customer service
Proven ability to translate complex concepts into layman’s terms and relay this information to a variety of audiences
Certified Equity Professional (CEP) program completion is an asset, but definitely not required
Demonstrated ability to read and interpret a variety of documentation, including but not limited to:
general business and professional articles
governmental regulations, technical instructions in mathematical or diagram form and deal with abstract and concrete variables
Proven strength with business-related communication including:
developing and delivering presentations
writing reports
creating procedure documentation
Ability to apply mathematical concepts such as the following, to practical business situations:
Statistical inference.
Fractions, percentages, ratios, and proportions
Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
Strong analytical, attention-to-detail, and problem solving skills
Comfortable working in a fast-paced and evolving environment which includes ongoing learning and training opportunities

What you’ll get:
Market-rate salary based on experience
Participation in annual bonus plan and stock incentive
Casual environment – fun, flexible and mobile
Ongoing learning and development, lots of opportunities for advancement and global mobility
20 Paid Days off + 9 holidays (and 5 week sabbatical after five years)
Relocation support, if required, for the right candidate
While we thank all applicants for their interest in a career with Solium, please note that only those individuals selected for an interview will be contacted.