Posted by Customer support in the financial technology industry requires more than answering questions. It demands strong communication, attention to detail, the ability to understand complex customer needs and the confidence to troubleshoot issues in real time.
PitchBook, a Morningstar company, is hiring a Customer Support Specialist – Tier 1 in Singapore to join its Account Management & Customer Success team. The role is designed for a customer-focused professional who can provide responsive support through phone, email and chat while helping clients get the most value from the PitchBook platform.
The successful candidate will work directly with existing customers, investigate and resolve support issues, document customer interactions and collaborate with internal and global teams. The position also provides an opportunity to gain deeper exposure to financial markets, particularly the private equity and venture capital sectors.
Customer Support Specialist Job Overview
| Job Detail | Information |
|---|---|
| Position | Customer Support Specialist – Tier 1 |
| Company | PitchBook |
| Parent Company | Morningstar |
| Location | Singapore |
| Work Arrangement | On-site |
| Office Requirement | 5 days per week |
| Experience | 1+ year in customer service |
| Education | Bachelor’s degree preferred |
| Visa Sponsorship | Not available |
| Work Status | Must already be authorized to work in Singapore |
| Benefits | Health, insurance, parental leave, training, retirement contributions and more |
What Does a Customer Support Specialist at PitchBook Do?
The Customer Support Specialist is positioned on the front line of customer assistance. The role involves helping existing PitchBook clients resolve issues and ensuring they receive a positive experience when using the platform.
Major responsibilities include:
- Responding to customers through phone, email and live chat.
- Troubleshooting customer questions and technical or platform-related issues.
- Communicating clearly with customers to reach effective resolutions.
- Working with other support specialists to resolve more complex issues.
- Recording customer interactions and relevant information in Salesforce.
- Identifying recurring customer pain points that could contribute to product improvements.
- Working with global teams to maintain support coverage during required business hours.
- Participating in company initiatives and other projects when required.
- Supporting PitchBook’s values and customer-focused culture.
The position combines customer service with technology, research and financial-market knowledge, making it suitable for someone who enjoys solving problems while interacting with customers.
Skills and Experience Required
PitchBook is looking for someone who can combine customer service ability with strong communication and organisational skills.
Candidates should ideally have:
- At least one year of customer service experience.
- A strong client-first attitude.
- Excellent written and verbal communication skills.
- Strong attention to detail.
- The ability to work effectively under pressure.
- Good prioritisation skills when handling multiple customer contacts.
- The ability to adapt to changing processes and organisational requirements.
- Comfort working with a diverse range of customers.
- Strong teamwork and collaboration skills.
- The ability to learn new software and systems quickly.
- Proficiency in Microsoft Office, particularly Outlook, Word and Excel.
A bachelor’s degree is preferred, although the job description does not state that it is mandatory.
Previous experience with Salesforce or another CRM platform is also preferred.
Interest in Financial Markets Is an Advantage
This isn’t a conventional customer service position where industry knowledge is irrelevant.
PitchBook specifically indicates that candidates should be interested in financial markets and financial services, particularly areas such as:
- Private equity
- Venture capital
- Financial markets
- Investment and business data
The ability to keep up with changes in financial-market trends and the broader industry will be useful in understanding customers and their needs.
Working at PitchBook
PitchBook describes its workplace as collaborative, curious and focused on continuous learning. Employees have access to learning programmes and mentorship opportunities while working in an environment that encourages new ideas and improvements.
The company also emphasises collaboration between teams and expects employees to build strong relationships with colleagues, customers and partners.
For this position, however, remote work is not part of the arrangement.
Five Days a Week in the Office
The Customer Support Specialist role is explicitly on-site five days per week.
Employees will work in a standard office environment and use computers and phones extensively throughout the working day. Limited corporate travel may occasionally be required for meetings, events or visits to other offices.
This makes the role more suitable for candidates who are comfortable with a traditional office-based working environment.
PitchBook Employee Benefits
The company lists benefits across several areas of employee wellbeing.
Physical Health
- Private medical insurance
- Medical wellness incentives
- Private life insurance
Emotional Health
- Parental leave
- Education subsidies
- Training programmes covering industry and professional skills
- Vacation, sick and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Quarterly team-building activities
- Employee referral programme
Financial Health
- Retirement contributions through CPF
- Employee stock ownership programme
Benefits are subject to applicable plans and policies and may change over time.
Who Is This Role Best Suited For?
The Customer Support Specialist position could be a strong fit for someone who enjoys combining customer service, technology and financial information.
An ideal candidate would likely be someone who:
- Has customer service experience.
- Communicates confidently with customers.
- Enjoys solving problems.
- Can manage multiple customer requests efficiently.
- Is comfortable working with CRM systems.
- Pays close attention to details.
- Can learn new software quickly.
- Has an interest in private equity, venture capital or financial markets.
- Enjoys working collaboratively.
- Is comfortable working from an office five days a week.
Important Eligibility Requirement
One of the most important conditions in the vacancy is that candidates must already be authorized to work in Singapore without requiring visa sponsorship, either now or in the future.
Therefore, this position is not advertised as a visa-sponsored opportunity.
Frequently Asked Questions
What is the Customer Support Specialist job at PitchBook?
It is a Tier 1 customer support position responsible for assisting existing PitchBook customers through phone, email and chat while troubleshooting issues and documenting customer interactions.
Where is the position located?
The role is based in Singapore.
Is the job remote?
No. The position is expected to be fully on-site five days per week.
How much customer service experience is required?
The job description asks for at least one year of customer service experience.
Is a bachelor’s degree required?
A bachelor’s degree is preferred, according to the job description.
Is Salesforce experience required?
Salesforce or similar CRM experience is preferred, but it is not stated as an absolute requirement.
Does the position require financial-market knowledge?
Candidates should have an interest in financial markets or financial services, particularly private equity and venture capital.
Does PitchBook provide visa sponsorship for this position?
No. Candidates must already have authorization to work in Singapore without visa sponsorship now or in the future.
What communication channels will the specialist use?
The role involves supporting customers through phone, email and chat.
What benefits does PitchBook offer?
Listed benefits include private medical and life insurance, parental leave, education subsidies, training programmes, vacation and sick leave, CPF retirement contributions and an employee stock ownership programme.
How to Apply
Interested candidates who meet the required qualifications and experience criteria should submit their application.
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