Client Support Associate

Posted Yesterday
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Toronto, ON, CAN
In-Office
Senior level
Artificial Intelligence • Fintech • Software • Analytics
The Role
Provide expert product support and training for 73 Strings monitoring and valuation tools; troubleshoot and document client issues; manage multi-channel support, escalate to internal teams, and guide clients to success resources while collaborating across regions and working weekends.
Summary Generated by Built In

OVERVIEW OF 73 STRINGS:

73 Strings is an innovative platform providing comprehensive data extraction, monitoring, and valuation solutions for the private capital industry. The company's AI-powered platform streamlines middle-office processes for alternative investments, enabling seamless data structuring and standardization, monitoring, and fair value estimation at the click of a button. 73 Strings serves clients globally across various strategies, including Private Equity, Growth Equity, Venture Capital, Infrastructure and Private Credit.

Our 2025 $55M Series B, the largest in the industry, was led by Goldman Sachs, with participation from Golub Capital and Hamilton Lane, with continued support from Blackstone, Fidelity International Strategic Ventures and Broadhaven Ventures.
Senior Associate, Client Support

About the Role

As a Senior Associate in our Client Support team, you will become a connoisseur of our product suite, delivering unparalleled support and training to our clients. This role encourages collaboration with cross-functional teams to drive innovative solutions that have a global impact.

The ideal candidate demonstrates proficiency in leveraging AI tools to automate workflows and optimize daily output. We value individuals who proactively integrate emerging technologies to enhance efficiency and deliver high quality results.

Please note: Applicants should expect to work weekends as part of their regular schedule.

Key Responsibilities
  • Achieve proficiency in financial products we support, focusing on our monitoring & valuations tools.

  • Provide superior client service, offering prompt and effective resolutions to application support inquiries.

  • Troubleshoot client issues with accuracy, working alongside internal teams to document and deploy solutions.

  • Manage all support channels, ensuring efficient and competent responses to client inquiries, while juggling multiple requests.

  • Maintain meticulous records of client interactions, both written and verbal, within our internal systems.

  • Engage regularly with management, fostering collaboration across business lines and regions.

  • Guide clients towards Client Success Managers or training resources to maximize organizational product utilization.

Requirements

The ideal candidate is a professional who is a rapid learner of new technologies and financial products. You possess exceptional communication skills, engaging clients effectively. Your detail-oriented approach and passion for resolving complex issues are matched by your ability to provide clear, step-by-step solutions.

Education & Experience

  • A bachelor's or master's degree (or equivalent).

  • 5+ years of relevant client-facing experience required.

  • Experience establishing and running support functions, with a focus on building and optimizing processes to enhance efficiency and productivity.

  • Demonstrated ability to scale support functions, implement scalable solutions, and apply best practices for consistent service delivery.

Technical Skills

  • Strong Excel skills and a robust understanding of financial markets and securities.

  • Familiarity with API (REST & SOAP) and SSO is beneficial.

  • Aptitude for swiftly mastering new technologies and financial products.

Domain Knowledge

  • Interest and/or experience in private markets software solutions is a plus.

  • Understanding of Private Equity and Private Credit valuation methodologies and approaches is valuable.

Soft Skills

  • Excellent written and verbal communication skills.

  • Comfortable navigating challenging concepts and complexity.

  • Capacity to assimilate and implement new information quickly, while maintaining current job performance.

Skills Required

  • Bachelor's or master's degree (or equivalent)
  • 5+ years of relevant client-facing experience
  • Experience establishing and running support functions and optimizing processes
  • Demonstrated ability to scale support functions and implement scalable solutions
  • Strong Excel skills
  • Robust understanding of financial markets and securities
  • Familiarity with API (REST & SOAP)
  • Familiarity with SSO
  • Proficiency leveraging AI tools to automate workflows and optimize output
  • Excellent written and verbal communication skills
  • Detail-oriented troubleshooting, documentation, and multi-request prioritization skills
  • Willingness to work weekends as part of regular schedule
  • Aptitude for rapidly learning new technologies and financial products
  • Interest or experience in private markets software solutions
  • Understanding of Private Equity and Private Credit valuation methodologies
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The Company
334 Employees
Year Founded: 2019

What We Do

73 Strings is a global fintech firm that provides an AI-augmented platform for the alternative asset management industry. Its solutions, such as Qubit X and Graviton X, streamline data extraction, portfolio monitoring, and valuation processes for illiquid assets. By automating these complex tasks, the company enables investment professionals to focus on making informed judgments and acting on critical insights, ultimately improving efficiency and decision-making across private capital markets.

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