Research Specialist

What You Will Do

• Serve as the first point of contact for client inquiries across Bloomberg Industry Group products via phone, email, and chat.
• Intake, assess, and triage client requests by gathering relevant details, identifying urgency, and routing issues appropriately.
• Resolve basic to moderately complex client issues through troubleshooting, product guidance, research assistance, and account support.
• Escalate technical or complex issues to Tier 2 and Tier 3 support teams while maintaining ownership of the client experience through resolution.
• Partner closely with Product, Engineering, Sales, and Marketing teams to communicate client needs, troubleshoot issues, and support product adoption.
• Manage a high volume of client interactions while maintaining professionalism, responsiveness, accuracy, and service quality.
• Educate clients and internal users on product features, workflows, and best practices to drive successful product usage.
• Track and document client interactions using CRM systems, ticketing platforms, and project management tools.
• Monitor escalated requests, provide timely updates, and ensure issues are resolved efficiently and completely.
• Identify recurring client challenges and communicate feedback to internal stakeholders to support continuous product and process improvement.
• Participate in special projects and initiatives that enhance operational efficiency and improve the overall client experience.
• Stay current on Bloomberg Industry Group products, workflows, tools, and support processes to provide informed and effective client assistance.

Requirements

• 3+ years of experience working on legal or financial fields.
• Strong customer service orientation with excellent verbal and written communication skills.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Comfortable troubleshooting issues and guiding clients through solutions step by step.
• Strong organizational skills with attention to detail and follow-through.
• Ability to collaborate effectively across support, product, engineering, and business teams.
• Demonstrated ownership mindset with the ability to take initiative and drive issues toward resolution.
• Interest in supporting clients and helping users navigate research platforms and workflows.
• Flexibility to work assigned business hours, including weekends and holidays as needed.

Preferred Experience/Training

• Experience in an analyst, research, or client-facing support role within the legal, tax, regulatory, financial, or information services industry.
• Familiarity with Bloomberg Industry Group products, including Bloomberg Law, Bloomberg Tax, Bloomberg Government, Bloomberg Environment, or Bloomberg Terminal.
• Strong research, analytical, and problem-solving skills.
• Ability to quickly learn new products, tools, and workflows.
• Juris Doctor (JD), MLS/MILS, paralegal background, or equivalent research-focused education or experience is a plus.