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- Tasks: Enhance client support efficiency and build strong relationships with high-value clients.
- Company: Dynamic financial services firm focused on innovative trading solutions.
- Benefits: Competitive salary, travel opportunities, and a chance to shape client experiences.
- Why this job: Join a team that values your expertise and empowers you to make a real impact.
- Qualifications: 7+ years in hedge fund management or trading; strong communication skills required.
- Other info: Diverse and inclusive workplace encouraging applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
The OEMS (Electronic Trading) Sr. Subject Matter Expert plays a crucial role in enhancing the efficiency and scalability of the OEMS Support model. This role requires close collaboration with the OEMS Product/Technology and Content teams to meet essential objectives. These include reducing client-reported tickets, enhancing the quality of support and time to resolution of Level 1 generalist and Level 2 specialist support. Additionally, this role requires someone with direct industry experience to apply that experience to client conversations and boost client satisfaction. Create and present training sessions with the client service teams on both technical topics as well as industry concepts to ensure scalability and efficiency.
Key Responsibilities- Efficiency and Scalability Enhancement
- Collaborate with the product and development teams across the OEMS verticals on bug fixes and Statement of Work development efforts as needed.
- Work with product and development teams on major releases. Create training and documentation around these releases as well as fill any knowledge gaps relating to the OEMS.
- Identify opportunities for self-service and level 1 support documentation to decrease the number of escalations to specialists and above.
- Client Engagement and Relationship Building
- Actively participate in building an exceptional client experience by engaging with clients on high value OEMS initiatives, both strategic and tactical, outside the standard ticket-based workflow.
- Travel as needed on site to clients to engage with the teams and actively troubleshoot workflow issues, escalating issues as needed.
- Document client's ad-hoc workflows for a centralized team knowledge base.
- Engage with high-value clients to optimize their use of the OEMS, strengthening their relationship with CWAN acting as a trusted consultant.
- Work with clients on key initiatives such as new fund launches, new strategies, etc. and their corresponding workflows providing advice on leveraging existing functionality as well as working with the product and technology teams on any gaps to ensure a smooth experience.
- Liaise Between Client Success Teams
- Serve as a dedicated liaison between Client Success Teams including Onboarding, Account Management, OEMS Product Support and OEMS Product and Technology.
- Establish a working relationship with OEMS Onboarding management and workflows to create a smooth transition from onboarding to steady state product support.
- Vision Development for OEMS Support
- Develop a future looking roadmap for self-service initiatives and work with the respective product and tech teams as well as content to execute these goals.
- Create scope definition between steady state support requests vs. Paid professional services and onboarding projects to ensure alignment of OEMS team responsibilities.
- 7+ years of hedge fund portfolio management, trading, or related experience using an order and/or execution management system. Enfusion OEMS experience preferred.
- Strong understanding of portfolio management, allocations, trading strategies, order entry workflows, compliance, etc. Understanding of FIX messaging and FIX protocol is a plus.
- Excellent communication, interpersonal and presentation skills, with a focus on client engagement.
- Ability to break down complex technical workflows into relatable and easy to understand instructions.
- Strong written and verbal communication skills. Experience documenting workflows steps.
- Experience with a support ticketing system such as Zendesk.
- Willingness to travel to client offices as needed within the region of coverage.
- Bachelors degree in Finance or related field.
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for!
Sr. Subject Matter Expert (OEMS) - Client Servicing in London employer: Clearwater Analytics, Ltd
Contact Detail:
Clearwater Analytics, Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sr. Subject Matter Expert (OEMS) - Client Servicing in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Sr. Subject Matter Expert role. A personal recommendation can go a long way in landing that interview.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client engagement strategies. We want you to showcase your expertise in OEMS and how you can enhance client satisfaction during the conversation.
✨Tip Number 3
Don’t forget to research the company culture and values! Tailor your responses to show how you align with their mission, especially when it comes to building exceptional client experiences.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Sr. Subject Matter Expert (OEMS) - Client Servicing in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in OEMS and client servicing. We want to see how your background aligns with the key responsibilities outlined in the job description.
Showcase Your Communication Skills: Since this role involves a lot of client engagement, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to reflect your ability to break down complex topics.
Highlight Relevant Experience: Don’t forget to mention any direct industry experience you have, especially with hedge fund portfolio management or trading. We’re looking for someone who can bring that expertise to our team and enhance client satisfaction.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding the hiring process.
How to prepare for a job interview at Clearwater Analytics, Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of OEMS and related trading systems. Familiarise yourself with the specific functionalities and workflows that are relevant to the role. This will not only help you answer technical questions but also demonstrate your expertise and confidence.
✨Showcase Your Communication Skills
Since this role involves a lot of client engagement, practice articulating complex concepts in simple terms. Prepare examples from your past experiences where you successfully communicated technical information to non-technical stakeholders. This will highlight your ability to build relationships and enhance client satisfaction.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-world situations, such as troubleshooting client issues or collaborating with product teams. Think of specific scenarios from your previous roles where you made a significant impact and be ready to discuss them in detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the company's future initiatives or challenges they face in client servicing. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals.
