02 oct
|
Blackrock
|
Ciudad de México
02 oct
Blackrock
Ciudad de México
About this role
Team Overview
Client Services is the front line of Preqin Client Management, serving as the primary point of contact for all platform-related inquiries. The team ensures clients maximize value from Preqin by delivering expert support, capturing feedback, and identifying opportunities to enhance the client experience.
Job Overview
You will deliver high-quality, timely support across multiple channels (chat, email, phone), owning client inquiries end-to-end and resolving complex issues with accuracy and urgency.
Through a structured onboarding program, you will build expertise in private markets and Preqin’s platform, gaining exposure to how fund managers, allocators, and service providers leverage our data in real-world workflows.
You will also partner closely with Sales, Customer Success, Product, and Research to improve platform supportability, drive client satisfaction, and enhance retention.
Purpose and Scope:
The Client Services team members utilize their in-depth understanding of Preqin Pro and our clients’ businesses to provide world-class service to our growing, integral client base. Our team members come from different majors and bring diverse skills and experiences to the table, but we share a serious passion for solving tough problems and keeping our clients happy.
Required Experience:
- 2–3 years in client-facing, data, or financial services roles
- Strong client-facing and communication skills, with ability to manage day-to-day interactions independently
- Analytical mindset with ability to connect data to client workflows
- Proven ability to manage multiple workflows with attention to detail
- Working knowledge of Excel (e.g., pivot tables, lookups); familiarity with data tools and APIs a plus
Language Requirements
Fluency in English is required
Spanish language skills are preferred
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimburse
📌 Preqin Client Management, Client Services, Associate (Ciudad de México)
🏢 Blackrock
📍 Ciudad de México