- Experience in Technical or Customer Support from a Financial Services firm or account.
- Capital Markets experience is an advantage.
- Critical thinking, problem-solving, and decision-making skills.
- Capacity to learn complex processes, ability to be cross-trained, and must possess a growth mindset.
- Can adapt to change, demonstrate flexibility, and has a can-do attitude.
- Must be a team player.
- Excellent oral and written communication skills.
- Experience with CRM or Salesforce is a plus.
- Qualification from, or membership with professional bodies such as CFA, CISI, and CAIA is an advantage

