Product Support Specialist

Experteer Overview In this role you will deliver functional application technical support to CRD customers in finance, diagnosing issues and guiding users. You will handle complex technical problems, including third-party integrations, and provide effective workarounds. You will support fixed income, derivative, and equity workflows for institutional and wealth clients, ensuring professional, high-quality service. You will document interactions, mentor new hires, and liaise with Product Management and Engineering to improve the product. This is an opportunity to contribute to a leading open front-to-back platform and shape customer outcomes. Compensation / Benefits * Provide technical support by diagnosing issues, resolving inquiries, and delivering user guidance and training * Investigate complex technical problems, including third-party integrations, and develop and test effective workarounds * Support fixed income, derivative, and equity workflows for institutional and wealth clients * Deliver high-quality client support and manage sensitive or high-impact issues * Follow support procedures and contribute to process improvement * Document client interactions and issue resolutions * Mentor new hires and support knowledge transfer across the organization * Act as liaison between clients, Product Management, and Engineering; provide feedback and help prioritize enhancements * Lead or support special projects and additional duties as needed Tasks * Bachelor in Finance * 4+ years in financial technology, including trading support, middle/back-office operations, fund accounting, or OMS/EMS support * Familiarity with Charles River IMS or similar OMS/EMS platforms * Strong knowledge of financial instruments and trade lifecycle * Excellent communication and interpersonal skills, with experience engaging senior stakeholders * Strong analytical and problem-solving abilities with attention to detail * Proven ability to multi-task and work in a fast-paced, client-driven environment * Basic working knowledge of SQL Key requirements * 401K with company match * medical, dental, vision insurance * life and disability insurance * paid time off and sick leave * Employee Assistance Program * performance-based incentives

• Deliver high-quality client support and manage sensitive or high-impact issues * Follow support procedures and contribute to process improvement * Document client interactions and issue resolutions * Mentor new hires and support knowledge transfer across the organization * Act as liaison between clients, Product Management, and Engineering; provide feedback and help prioritize enhancements * Lead or support special projects and additional duties as needed Tasks * Bachelor in Finance * 4+ years in financial technology, including trading support, middle/back-office operations, fund accounting, or OMS/EMS support * Familiarity with Charles River IMS or similar OMS/EMS platforms * Strong knowledge of financial instruments and trade lifecycle * Excellent communication and interpersonal skills, with experience engaging senior stakeholders * Strong analytical and problem-solving abilities with attention to detail * Proven ability to multi-task and work in a fast-paced, client-driven aaaaaa aaau_ * Basic working knowledge of SQL Key requirements * 401K with company match * medical, dental, vision insurance * life and disability insurance * paid time off and sick leave * Employee Assistance Program * performance-based incentives