Client Services Executive (French Speaking) London 2023

Our primary objective is to respond to client queries in a quick and efficient manner to maintain high levels of customer satisfaction. To get to a resolution, we use our existing knowledge of the world of alternatives and the Preqin platform and work internally with our research and tech teams (amongst others) on occasions.

Queries can come into the team directly from clients via phone, e-mail and live chat, or directly from our Sales team. We operate globally, so you will be responding to a variety of different clients in various locations.

About us

You will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.

Team Overview

The Client Services team sits within our global Sales team. It is one of the primary points of contact for clients into the business that have any queries relating to the Preqin platform, or the wider company. We are a global team, who are based within our London, New York and Singapore offices, providing 24/5 support to our clients. Last year, we answered queries for over 8,000+ unique individuals across the globe. As our global client base expands, so do the number of users that will look to utilise our support. We support our clients via phone, e-mail and live chat to ensure they are getting the key data they require to reach their research and business objectives.

Responsibilities

• Respond to incoming client requests, often involving liaising internally with research and sales teams, as well as resolving issues
• Respond to client queries in real-time via LiveChat, using screenshots or walking clients through resolutions via the chat/on the
• Understand client use cases for using Preqin and providing guidance on how to obtain relevant data/information from the Preqin platform.
• Pro-actively contact clients via Phone/Email to ensure usage/understanding of
• Train/develop client knowledge of the Preqin platform via
• Qualify leads that require further information, in order to pass to the sales team
• Work to support/promote sales and marketing

Qualifications

• Proficiency in French to native standard
• Excellent communication skills, with the confidence to make outbound calls and receive inbound calls, to build relationships with financial professionals and the ability to explain complex issues in a clear and simple
• Excellent analytical/problem solving skills - ability to have a problem-solving approach to all incoming
• Technically inquisitive – someone who is keen to understand how and why things occur
• Organised - You can manage priorities and expectations for incoming requests and projects. You will also be able to keep up to date with documenting and logging
• A pro-active individual – full training will be given, however you will be someone who thrives on
• learning within a live environment ‘on the job’
• You will have strong Microsoft Excel skills including being proficient in: vlook ups, pivot tables,
• 'what if’ statements and sorting large amounts of data to help with client requests.
• High level of attention to detail - accuracy and consistency is a key feature of client
• Comfortable working to key performance indicator targets.
• You should have some experience in customer or sales support/client relations or other client- facing role, as you will be liaising with key decision makers at financial
• You will be confident communicating with sales and research teams, technical people, and managers.
• Confident working with business applications such as Salesforce and bespoke CRM systems
• You enjoy working with a friendly and intelligent group of peers as part of a team, balancing urgent tactical work, periodic operational needs, and our longer-term sales

Requirements

• This role is suitable for a recent graduate interested in gaining exposure into the Alternative
• Assets Industry, someone with up to 1 years’ experience in the finance industry, looking for more client interaction; or someone who may be interested in progressing into a Customer Success or Sales role after 12-18 months
• Additional languages
• Basic understanding of the alternatives market
• Experience of using Salesforce

Benefits 

• The opportunity to work within a well-regarded organisation in a fast-growing sector.
• Develop your career in a high growth company with an international presence.
• Subsidised Private Medical Insurance via BUPA, after successful completion of probation, should you wish to.
• Interest-free season ticket loans on completion of probation (which is normally 3 months).
• A pension plan under auto-enrolment which currently requires a minimum employee contribution of 5% of annual salary. This is matched by an employer contribution of 4%. You can opt to contribute more should you wish to. After your 1-year service with the company the employer contribution will be enhanced to match your contribution up to a maximum of 10% of your pensionable earnings. This means that if you are contributing the minimum contribution of 5%, after your 1-year service, Preqin will automatically uplift the company contribution to 5% of annual salary.
• Cycle to work scheme.
• The company operates employee share schemes with the chance to participate annually.
• Study support of up to £900 per annum for relevant business qualifications and enhanced support of up to $2,500 for CAIA.
• Excellent Offices in London close to Victoria station and the proximity to many shops and restaurants and London’s West End.
• Company-sponsored sports teams.
• Fruit baskets in the office twice a week
• Winter and summer office parties and a company-funded team social budget.