Hazeltree

About the Company

Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance, and risk mitigation.

Hazeltree’s treasury and portfolio finance technology solutions serve alternative asset managers including hedge funds, private equity funds, private debt, real estate funds, infrastructure funds, pensions and endowments, and their service providers.

Hazeltree is headquartered in New York, with offices in London and Hong Kong. For more information, please visit hazeltree.com.

Listed Jobs

Company Name

Hazeltree

Job Title

Associate, Client Support

Job Description

**Job Title:** Associate, Client Support **Role Summary:** Provide technical and analytical support for financial and treasury management applications, monitor data quality, manage onboarding of new funds/accounts, and serve as primary point of contact for clients and data providers. Ensure timely issue resolution, maintain knowledge resources, and collaborate with development and project teams. **Expectations:** - Minimum 2 + years of experience in support and data monitoring. - Strong technical problem‑solving ability and quick decision‑making. - Excellent written and verbal communication; client‑facing confidence. - High organizational aptitude, self‑motivation, and ability to work with diverse stakeholders. - Familiarity with the financial/treasury management industry. **Key Responsibilities:** - Monitor data feeds, identify and resolve discrepancies, absences, or duplications. - Communicate with data providers and clients to obtain ETAs and status updates via email/phone. - Manage onboarding of new funds/accounts (user creation, reference data workflows, wire configurations). - Create and maintain user manuals, wiki articles, and internal knowledge base. - Submit bug reports from production environments and assist in testing new products. - Collaborate with development and project managers on data extraction, validation, and reporting processes. - Provide proactive, consultative client support and process improvement suggestions. **Required Skills:** - SQL scripting (MS SQL) and ability to read/write RegEx. - Support experience with .NET and web‑based financial applications. - Proficiency in Zendesk, Jira, TFS, and Git (Git Flow). - Advanced Excel (pivot tables, complex formulas, data analysis). - Strong written documentation skills (user manuals, wiki). - Interpersonal skills: client interaction, teamwork, and knowledge transfer. **Required Education & Certifications:** - Bachelor’s degree in Business, Finance, Computer Science, Information Systems, or a related field (or equivalent experience). - No specific certifications required; industry knowledge considered essential.

Bournemouth, United kingdom

On site

Junior

17-09-2025