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Title:  Client Success Specialist

Job ID:  2504
Location: 

Krakow, MA, PL

Category:  Other
Description: 

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe.  We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 

Summary

Provide subject matter technical and customer assistance to clients on the implementation and configuration of new and existing customers, and supporting the Implementation Lead with Implementation tasks.

Responsibility

  •  Prioritize production requests and projects for specific client
  •  Provide application support for DFS applications
  •  Provide hourly estimates to clients based on standard support rate
  •  Pull and clean up billing reports monthly
  •  Generate Quick How to Guides
  •  Redesign for customer (Scope, Timelines, Action Items, product build)
  •  Sales Communication on any changes to expected Scope (new activity specs, etc.)
  •  Sales Specific Reporting - similar to APS (excel) but condensed (i.e. Scorecards)
  •  Manage internal ticket submission
  •  correctly (send back to XPP developers using APS)
  •  Track all client associated tasks and time into APS
  •  UAT Testing (for Product Release)

Qualifications

  •  Ideally have a bachelors degree in a finance or IT Related discipline
  •  Minimum of two years experience working in the fund industry
  •  FundSuiteArc knowledge – great to have
  •  Good understanding of general fund industry regulations
  •  Financial Accounting or Investment Management business knowledge
  •  Skilled at working in a team environment
  •  Requires excellent communication skills with ability to state messages in a clear manner by using 
  •  Ability to manage multiple projects
  •  Fluent in English or French 

Donnelley Financial Solutions is committed to an inclusive, equitable and accessible workplace and we welcome and encourage applications from people with disabilities. Accommodations are available for candidates taking part in all aspects of the selection process, upon request, by e-mailing: AccommodationRequests@dfinsolutions.com.  So that we can quickly respond to your request, be sure the words "Accommodation Request" are included as the subject line of your e-mail.  In your e-mail, include your full name, telephone number, e-mail contact information, the position for which you are interested in applying for and the type of accommodation you are requesting.  We will respond to your request within 2-3 business days.


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