• Respond to customer inquiries via email, phone and text
• Accurately identify and resolve clients' issues using problem-solving skills
• Independently handle routine and more complex customer inquiries with the goal of timely resolution
• Assist clients with routine account-related requests such as Log-in retrieval, Feature activation, Application updates, Software installation
• Research customer questions regarding New products and features, Network interface, Pending development updates, capable of working with multiple systems
• Perform company software demonstrations to prospective clients
• Perform weekly/bi-weekly/monthly client calls to communicate business updates
• Extrapolate software/team metrics that can be systematically provided to clients.
• Handle Special projects, integrations, enhancements
• Lead meetings with account teams/project management regarding billing
• Deliver relevant reports/information for calls and meetings

Skills: Customer Inquiry Response, Problem Solving, Account Assistance, Product Research, Software Demonstration, Client Communication, Metric Analysis, Project Management

• Analyse facility agreements, amended & restated credit agreements, and other legal documentation as determined by the client.
• Set up static data about new Lenders/Investors, Borrowers, Bank Deals and Assets in WSO Software
• Maintain administrative details (wire instructions, contacts, tax information, etc.) in WSO Software
• Process lender/investor allocations based on direction provided by the client
• Enter all scheduled and unscheduled activity in WSO Software based on client direction
• Distribute payment/activity notices for all transactions that occur within WSO Software
• Actively manage client/investor communications via various email systems and action responses in a timely manner
• Quality control of other team member’s work both regionally & globally
• Generate and manipulate standard reports from various WSO applications
• Create & develop new reports/system enhancements by collaborating with internal teams
• Interact with Web front end, ClearPar, Notice Manager, iLEVEL, and various WSO applications
• Provide onboarding for new APAC clients 

Skills: Legal Document Analysis, Data Management, Administrative Maintenance, Allocation Processing, Activity Entry, Communication Management, Quality Control, Report Generation

• Manages a large number of inbound calls, emails, or chats promptly related to at least ten major areas, including expertise in one or more areas of core planning functionality
• Provides support to Client Support team members in one or more areas of expertise
• Identify customer needs, clarify information, research every issue and provide solutions
• Meet personal and team quantitative and qualitative targets
• Log all appropriate details of interactions in a comprehensible way
• Attends all training and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures
• Answers service calls or emails of increasing complexity regarding eMoney applications as they progress through training, relying on resources
• May review emails and process administrative requests
• Competently answers questions and resolves customer issues
• Escalates complex issues to tier-two teams
• Stays up to date on system releases, new features, bugs

Skills: Inbound Call Management, Client Support, Needs Assessment, Target Achievement, Detailed Logging, Training Participation, Issue Escalation, System Knowledge Maintenance

• Responds to requests from clients such as researching and resolving issues, answering customer questions, and transferring funds.
• Assists clients with opening new accounts, closing accounts, processing wires, and adding new products to the portfolio.
• Ensures all paperwork received is compliant with bank regulatory and legal requirements.
• Provides outstanding customer service to external and internal clients within established Service Level Agreements and escalates issues to management.
• Manages risk related to supporting the client relationship such as processing Non-Sufficient Funds, Holds and Overdraft decisions.
• Protects the bank by reviewing all transactions, watching for and reporting fraud and unusual situations, and ensuring transactions are properly authorized and in compliance with all rules and regulations.
• Complies with all related Federal, State and Industry laws and regulations about Banking.
• Maintain high levels of call quality and professionalism
• Meets efficiency standards set forth by the company
• Respond to client inquiries in a timely and professional manner.
• Adhere to team guidelines and values.
• Collect deposits or balance payments on orders.

Skills: Issue Resolution, Account Management, Regulatory Compliance, Customer Service, Risk Management, Fraud Detection, Transaction Authorization, Professional Communication

• Resolve escalated customer inquiries on a daily basis including but not limited to loan and payment-related matters, technical issues, and other general questions via phone call, email, and chat
• Update customers’ account details including but not limited to phone numbers, emails, etc.
• Monitor and process compliance-related escalations (KYC, collections, etc)
• Gather and evaluate evidence to resolve disputes by working with consumers and merchants
• Help identify trends and areas of improvement including agent coaching, quality monitoring and product features
• Collaborate cross-functionally with other Credit Key teams to analyze, assess and resolve complex customer issues
• Stay up to date on new product features and improvements
• Analyze and report product issues to Engineering and Development teams
• Meet customer satisfaction, efficiency metrics and issue resolution targets
• Gather customer feedback and share it with Product, Sales and Marketing teams
• Participate in the development of the product by sharing user feedback

Skills: Customer Inquiry Resolution, Account Management, Compliance Monitoring, Dispute Resolution, Trend Analysis, Cross-Functional Collaboration, Product Knowledge, Feedback Reporting

• Client Support Specialists are experts on the AgencyBloc product and how it impacts clients’ businesses
• Enhance clients’ relationship with AgencyBloc through every interaction
• Conduct client troubleshooting and brief training sessions via web meetings and conference calls
• Respond to client inquiries and requests in a timely manner to ensure client satisfaction, coordinating with internal business partners
• Effectively drive adoption of the product by helping clients overcome any barriers they are facing
• Ensure department metrics are achieved including goals for client satisfaction and revenue 
• Provide insight and feedback on various processes and procedures to maximize efficiency and client satisfaction
• Actively participate in weekly departmental meetings
• Act as the first point of contact for the users of the Alkemics platform answering requests, solving incidents, training, etc...
• Be the main point of contact for clients in the Dutch-speaking regions
• Help the sales and marketing teams in their relationship with clients
• Increasing support team efficiency with better tooling and industrialization

Skills: Client Relationship Management, Product Expertise, Troubleshooting, Client Training, Cross-Functional Coordination, Client Satisfaction, Process Improvement, Multilingual Support

• Support the web application through follow-up phone calls, emails and web chat to assist Closepin users and clients.
• Support operations by acting as a liaison for Closepin with other industry partners
• Manage inbound compliance requests from Closepin lender clients and support operations team to ensure that each request is initiated, tracked, and completed in a timely manner
• Assist in managing the support team and provide guidance and direction to complete compliance review for all new Closepin users
• Respond to and troubleshoot all support requests from clients and users
• Engage with clients (phone/web) to identify and resolve client challenges
• Provide technical support with TAG software
• Manage integration of client submission and TAG software
• First point of contact for all employer/employee-related questions regarding payroll, benefits, 401k and WC
• Compile internal management reports from payroll system software
• Monitoring and enhancing the platform in collaboration with the development team
• Work cross-functionally with other internal groups to expedite problem resolution 

Skills: Client Support, Compliance Management, Technical Troubleshooting, Team Management, Client Engagement, Software Integration, Report Generation, Cross-Functional Collaboration

• Partner with Client Delivery Manager in almost every facet including transition from implementation and ongoing client services.
• Ability to interface professionally with clients, carriers and participants via phone and email.
• Ensure all materials related to annual enrollment are consistent with the client's specifications and are properly configured.
• Continually work toward keeping internal and external stakeholders informed of progress and deliverables amongst the assigned book of business.
• Responsible for detailed internal and external communication to successfully document internal OR client-facing processes
• Technical support, research, and troubleshooting issues between software and end users.
• May assist CDM in software training for new clients and refresher training
• Assist in troubleshooting carrier discrepancies and electronic files.
• Coordinates with other Partner Services staff, Development staff, or Vendors to resolve enterprise application issues
• Analyzes and evaluates support requests for recurring problems, makes recommendations, takes corrective action, or seeks assistance from appropriate resources
• Can work extended hours and/or a flexible schedule to project demands
• Communicate resolutions across departments

Skills: Client Relationship Management, Professional Communication, Material Configuration, Stakeholder Engagement, Technical Troubleshooting, Software Training, Problem Analysis and Resolution, Flexible Scheduling

• Obtain and evaluate all relevant information to handle inquiries and deliver service on software products using a ticketing system
• Organize workflow to maintain customer time frame
• Uses advanced troubleshooting skills and tools such as SQL Management Studio
• Resolves problems and advises users regarding problem resolution, provides step-by-step guidance and directs users to take specific actions to define and resolve such problems
• Work closely with internal departments to resolve issues or concerns
• Maintain a log of support issues through a ticketing service, providing support to clients and conveying important info to the product team
• Troubleshoot integrated applications and software with clients' financial software
• Test, recreate, and document application behavior and analyze data at an expert level
• Serve as Tier II tech support to internal team members at times
• Field incoming help requests from clients via telephone and ticket tracking system in a professional and courteous manner
• Collect signed terms and conditions.

Skills: Information Analysis, Workflow Organization, Advanced SQL Troubleshooting, Cross-Departmental Collaboration, Ticket System Management, Financial Software Integration, Application Testing and Documentation, Tier II Technical Support

• Supports customers from post-sales through implementation of telecommunications products and services and onward with ongoing support.
• Manage and oversee new service implementation orders for a wide variety of products and service providers.
• Provide back-up support and provide timely, accurate updates to customers.
• Provide post-sales support by answering questions regarding forms and order processes
• Confirm the accuracy of the completed paperwork and assist with problem resolution and escalations.
• Interface with sales partner & customer to verify order data and assist with completing required documents for new and existing customers.
• Provide occasional pre-sales support for the Sales Team.
• Attend Company and team meetings as well as onsite and offsite supplier trainings and events.
• Act as the liaison between Carriers and customers for billing, account maintenance, and trouble resolution.
• Open and manage MACD orders (Moves, Adds, Changes, Disconnects).
• Mastered the art of verbal, non-verbal and written communication, both internally and externally.

Skills: Customer Relationship Management, Project Coordination, Problem Resolution, Documentation Verification, Sales Support, Communication, Liaison Work, Training Participation

• Ensure client satisfaction throughout the client engagement and client support activities
• Manage communication with the client and internal company resources after implementation
• Meeting support metrics in the areas of client retention, phone assistance, call quality, responsiveness, and management of escalations/client issues.
• Troubleshoot problems and research solutions to client questions about hardware or software issues
• Educate and counsel clients on procedures to enable self-sufficient system usage
• Document all client communications in appropriate systems.
• Develop and maintain positive, long-term client relationships by meeting or exceeding client expectations for service and support.
• Manage multiple activities in a deadline-oriented environment, highly organized, flexible and rigorous attention to detail.
• Build strong relationships with client team members, work successfully under pressure
• May handle the mail service/liaise with couriers
• Set customer expectations, communicate internally to ensure tasks are on schedule and mitigate risks to avoid delays
• Comply with Excellence and Professional Standards to ensure quality service to all clients.

Skills: Client Satisfaction, Communication Management, Support Metrics Achievement, Problem Troubleshooting, Client Education, Communication Documentation, Relationship Building, Deadline Management

• Become proficient in the Company’s software applications
• Diagnose and resolve customer issues by phone and/or e-mail to ensure the highest quality of service for internal and external clients
• Review and follow up on internal tickets, tasks, and/or special projects as assigned by management
• Liaise between business and technology team members with customer-facing responsibility
• Participate in quality assurance and assure 100% client satisfaction
• Understand and manage evolving client expectations
• Identify and suggest opportunities for operational and product improvements
• Receive, manage, and own escalations from Tier 2
• Escalate and liaise with India Support teams as appropriate
• Review and audit tasks daily to maintain SLA compliance, by collaborating with the development team.
• Successfully take and pass all training courses and certifications required for advanced application of Tier 1 and Tier 2 knowledge needed to provide Tier 3 Support

Skills: Software Proficiency, Issue Diagnosis and Resolution, Internal Ticket Management, Business-Technology Liaison, Quality Assurance, Client Expectation Management, Operational Improvement Identification, Escalation Management

• Address and respond to all client inquiries professionally
• Identify data quality issues and recommend procedural and technical changes to improve productivity and data quality for ICE Data Services
• Build and maintain relationships with stakeholders
• Identify and report on the client and internal trends
• Act as a bridge between the business and development teams, translating the impact of technical changes to customers
• Understand product documentation and effectively communicate the final delivery of support information to internal and external clients
• Capture and maintain detailed production statistics and reporting
• Engage with technology and product management teams to help determine the best technical implementation methods and execution schedules for projects
• Contribute to project-related inquiries (KYC Engagements, Client Metrics, and Scorecards, etc.)
• Collaborate with production operation teams and communicate information to colleagues and clients during production incidents
• Provide world-class service in handling and resolving customer inquiries and issues
• Perform client health assessments once a week for VIP clients

Skills: Professional Client Inquiry Response, Data Quality Improvement, Stakeholder Relationship Building, Trend Identification and Reporting, Business-Technical Communication, Product Documentation Communication, Production Statistics Reporting, Technical Implementation Collaboration

• Quickly responds to internal and external customer account questions by telephone and/or email.
• Provide premier customer service to internal and external customers relating to general inquiries, deposits and service needs.
• Follows organizational sales strategies for the delivery of banking products.
• Handles incoming calls and requests, resolving customer service issues.
• Cross-selling and referring of additional Choice Financial Services.
• Resolve customer Debit Card issues, customer service issues (Online Banking, Mobile Banking, Bill Pay), and general customer banking questions.
• Supports Choice Team in presentations to employer groups, associated trade groups, customers, advisors, and other community partners
• Advise Choice Financial employees on deposit operations-related processes and reporting. 
• Serve as a point of contact for questions.
• Develop and maintain written procedures for core applications.
• Create and maintain job-specific training protocols in collaboration with managers and supervisors that address both initial needs and continuous learning.
• Prepare training material and training agendas for employees.

Skills: Customer Account Management, Premier Customer Service, Sales Strategy Implementation, Issue Resolution, Cross-Selling, Presentation Support, Process Advising, Training Development

• Mentor supervisors and managers on the subject matter, content, and delivery techniques when appropriate and test the effectiveness of training efforts
• Conduct and/or assign specific systems training for employees.
• Monitor and promote the use of bank-purchased software programs.
• Responsible for day-to-day tasks associated with employer groups in establishing new HSAs.
• Open and service deposit accounts complying with federal law, CIP, BSA, and internal procedure.
• Manage and produce various reports, submissions and correspondence
• Troubleshoot system issues, errors, and exception conditions
• Assess system capabilities and make enhancement recommendations.
• Assist in the setup and testing of deposit-related software solutions and ancillary product conversions
• Evaluate the efficiencies of technical processes and consult with the department manager on enhancement recommendations.
• Develop training aids and other instructional materials

Skills: Mentoring, Training Delivery, Software Utilization, Account Management, Compliance Adherence, Report Management, System Troubleshooting, Process Evaluation

• Have technology support experience interacting with customers via various contact methods
• Knowledgeable of personal computing hardware platforms, basic network technology, and software in addition to experience with SAAS
• K-12 or Ed-Tech industry experience
• Excellent written and verbal communication skills
• Proven ability to communicate clearly and effectively
• Professional in stressful situations and able to work effectively with ambiguity
• Must be passionate about customer experience, satisfaction, and quality of support
• Experienced user of office productivity tools in the MS Office suite (Outlook, Excel, Word, etc.).
• Have Excel certification/s and articulate communication (written and verbal) skills
• Proficient in using Microsoft Word, Excel and PowerPoint
• Ability to follow instructions and procedures

Qualifications: BA in Information Technology with 2 years of Experience

• Experience using CRM implementations (E.G. Salesforce, other.)
• Ability to stay up to date on current DreamBox products/releases
• Time management skills including the ability to prioritize and manage multiple tasks
• Proven flexibility and willingness to step out of comfort zone to support coworkers and customers
• Able to thrive in a fast-paced environment
• Ability to work overtime hours and maintain a strict schedule
• An interest in technology, particularly Tesla products and agility in learning new products and features
• A rock-solid work ethic and a strong team-oriented personality
• Our team members display creativity, passion and a desire to break new ground in a constantly shifting technology and market landscape
• Evidence of exceptional ability and a passion for accelerating the world’s transition to sustainable energy

Qualifications: BA in Communications with 6 years of Experience

• Strong attention to detail and exceptional written and verbal communication skills
• Passion for delivering great customer experiences with an ability to identify customer needs and provide appropriate solutions
• Ability to manage multiple concurrent priorities in a very fast-paced and high-pressure environment
• Ability to develop collaborative relationships and act as a well-respected, trusted partner that others want to work with
• Ability to effectively communicate with prospective customers and existing customers and banking associates
• Ability to handle multiple tasks simultaneously in a fast-paced, diverse and growth-oriented environment
• Ability to maintain a high degree of confidentiality
• Personal computer skills include various
• Knowledge of compliance with federal and state regulations about the banking industry
• Strong communication, interpersonal, consultative, and presentation skills
• Strong customer service skills and the ability to provide quality and thorough service
• Knowledge and experience in the financial services industry, deposit and/or cash management

Qualifications: BA in Marketing with 3 years of Experience

• Basic understanding of the internet and web browsers such as Chrome, Safari, Internet Explorer and Firefox.
• Experience with MS Office suite of products such as MS Excel, MS Word, and MS PowerPoint.
• Displays high energy and enthusiasm.
• Demonstrates a strong work ethic and personal integrity.
• Demonstrates a “client first” mentality and willingness to go above and beyond to exceed customer expectations.
• Works well in a team environment and interacts well with all levels of the organization.
• Proven ability to develop and maintain strong client relationships.
• Takes initiative for self-development and exhibits patience in learning new processes.
• Demonstrates excellent written, oral and listening communication skills.
• Demonstrates the ability to think analytically to identify issues and solutions to problems.
• Able to complete all assigned duties with limited supervision and understand when to properly escalate cross-departmentally or to management.
• Ability to quickly learn, adapt to new information and understand company concepts promptly

Qualifications: BA in Business Administration with 1 years of Experience

• Strong Microsoft Word, PowerPoint and Excel skills
• Excellent oral and written communication skills, exceptional problem-solving skills
• Able to successfully handle multiple priorities.
• Customer-facing attitude and ability to maintain a professional demeanor amidst deadlines
• Ability to work with cross-functional groups, Strong organizational and time management skills
• Detail-oriented with a high level of personal accountability
• Life experiences reflective of those faced by the target population
• Experience in training and supporting customers on software products
• Strong organizational, problem-solving and analysis skills
• Sound judgment and decision-making ability and detail-oriented

Qualifications: BA in Advertising with 2 years of Experience

• Experience working in a fast-paced, multi-tasking Customer Support/Success environment
• Experience with help desk software such as Salesforce Service Cloud
• Excellent communication and documentation skills
• Exceptional understanding of customer service, technical issue resolution, and support best practices
• Experience with incident management (e.g., outages) and customer communication
• Demonstrated ability to work independently and adapt style to rapid organizational and platform change
• Exceptional attention to detail
• Basic to intermediate level knowledge of desktop operating systems, Windows/Mac, Excel
• Ability to diagnose basic to intermediate technical issues involving software applications and interfaces
• Demonstrate sound interpersonal skills and a commitment to provide accurate information to customers
• Demonstrate a positive attendance record and a commitment to arrive at work on time and when scheduled
• Experience and proficiency in all HHAeXchange support applications and tools

Qualifications: BA in Information Technology with 4 years of Experience

• Be not afraid to take ownership of issues/tasks
• Excellent written and verbal communication skills
• Have the aptitude and capacity to learn new skills. 
• Be organized and can juggle competing priorities with grace
• Be a self-starter who is also an excellent team player
• Can prioritize tasks and work independently with minimal supervision
• Be able to empathize with customers in a genuine way
• Enjoy dealing with technical issues and have an ability to explain them in simple terms
• Feel comfortable with Jira, Intercom and Salesforce.com
• Experience in support, call center, or customer service role
• A background in supporting Eloqua, Marketo, or Pardot as a Support Analyst or Marketing Professional
• Experience in a client-facing support role in a tech/SaaS environment and knowledge of CSS/HTML/Javascript

Qualifications: BA in Communications with 6 years of Experience

• Experience in Customer services, software-related business, or similar experience.
• Broad technology background, which may include: SQL administration or T-SQL development, novice scripting or programming experience, hardware maintenance, proprietary software troubleshooting, and data analysis, among others.
• NG Connect Certification, or achieved within the first 12 months
• Ability to efficiently identify urgent vs. non-urgent support requests
• Strong understanding of customer service, technical issue resolution, and support best practices
• Exceptional written, verbal, and presentation skills
• Willingness to improvise and take ownership of responsibilities  outside of the job description”
• Familiarity with the region's services and navigating the systems of care and support
• Ability to interact, work and communicate effectively with people of diverse backgrounds within a climate of mutual respect, inclusion, enrichment, and growth
• Ability to maintain professional boundaries within agency and grant guidelines, and with clients and external service providers
• Strong organizational, project management and multitasking skills
• Teamwork approach, enthusiasm and a strong desire to succeed

Qualifications: BA in Marketing with 5 years of Experience

• Minimum of two years of experience working as a professional in a customer service or call center environment.
• Excellent phone and listening skills coupled with the ability to ask probing questions to understand concerns and take ownership of resolving issues in a relatively timely manner.
• Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
• Must possess a professional and friendly attitude and be able to quickly develop a rapport with customers.
• Excellent interpersonal, written, and oral communication skills.
• Strong customer service, critical thinking and problem-solving and strong detail orientation required.
• Minimum assessment score on a Donan grammar review
• A college degree is preferred, but not required. 
• Ability to prioritize and make decisions based on the best interest of the customer and Donan.
• Strong technical capability in Microsoft programs.and experience with Salesforce.com
• Must be able to work alone, action-oriented and proactive, displaying a very strong sense of personal accountability.
• Experience with Microsoft Windows operating systems

Qualifications: BA in Business Administration with 3 years of Experience

• Excellent communication skills
• Able to effectively communicate technical concepts and to a non-technical audience
• Able to effectively communicate information to internal or external clients
• Solid organization and internal relationship management skills
• Proficiency with Microsoft Excel and Word
• Basic understanding of global financial markets
• Enjoy and thrive working in a fast-paced team-oriented environment
• Scheduling flexibility and proficiency with Service Now and/or JIRA i
• Proficient in Microsoft Office Suite, including Excel - pivot tables, V look-up, simple queries, Word letter writing, mail merge, and PDF creation, Outlook creating and responding to e-mails, scheduling meetings, reserving resources, and including others
• Ability to work independently and likewise as a team player
• Comfortable troubleshooting over the phone, at times using remote desktop sharing utilities
• Ability to multitask and effectively handle shifting priorities professionally

Qualifications: BA in Advertising with 2 years of Experience

• Experience in customer service, data entry, and/or product training
• Proficiency in Microsoft Office Products
• Familiarity with multiple operating systems, cloud-based applications, and CRM tools
• Excellent oral and written communication and interpersonal skills
• Detail-oriented and results-focused
• Bilingual in Spanish and self-starter mentality
• A desire to work in a fast-paced, ever-changing environment
• Demonstrate desire and love for providing exceptional customer service
• Positive attitude and ability to keep calm under pressure
• Excellent written (email etiquette) and oral communication and interpersonal skills
• Empathy and the ability to take initiative in doing the right thing for the client
• A make-it-happen attitude

Qualifications: BA in Information Technology with 3 years of Experience

• Previous experience in customer service-related role
• Exceptional interpersonal skills and ability to work independently and as part of a team
• Ability to meet deadlines and in-depth knowledge of multi-branch operations 
• Demonstrated track record of achievement in dealing with suppliers and staff
• Strong commitment to continual learning and have a minimum 30 w.p.m. typing speed
• Ability to speak/listen clearly and effectively to persons at multiple levels internally and externally of the organization
• Strong verbal and written communication skills including the ability to provide detailed internal and external communications to successfully document instruction and process
• Ability to understand limited cause and effect, create instructions, solve practical problems and deal with a variety of complex variables in situations where only limited standardization exists
• Must be capable of critical thinking and anticipate problems before they escalate
• Financial management/ Excellent Skill level with Microsoft Office Software projects including Excel
• Excellent communication skills verbal and written (Must be fluent in English)

Qualifications: BA in Communications with 5 years of Experience

• Client service excellence, with a focus on being helpful, fast, reliable, responsive, proactive, friendly, dynamic and professional
• Exceptional customer-facing communication skills (written and verbal)
• Strong aptitude to troubleshoot and solve problems
• Understanding of networks and a thorough understanding of core computing concepts (CPU’s, memory, I/O, etc.)
• Spoken and written fluency in English is mandatory and additional language would be preferred
• Unix, Unix power tools, Unix scripting (proficiency of 7+ on a scale of 10)
• Exposure to front-office trading/market data environments, ideally in a client/business-facing role
• Knowledge of financial markets and associated terminology
• Experience in a client-facing role is desirable although a strong candidate with lesser experience will be considered
• Ability to read, interpret, and write complex reports and business correspondences that relate to the position
• Problem-solving skills with the ability to demonstrate a disciplined and logical thought process for each situation

Qualifications: BA in Marketing with 4 years of Experience

• Experience in customer service, client support, help desk, or in a call center environment 
• Experience providing exceptional levels of customer service
• Experience of working in a corporate environment supporting a product or Software as a Service (SaaS) 
• Technical proficiency with online software products
• Troubleshooting and problem-solving skills
• Demonstrated ability to remain calm in high-stress situations and handle difficult clients/personalities
• Demonstrated ability to build strong relationships with cross-office team members and leadership
• Proven ability to manage multiple priorities while delivering high-quality results
• Strong analytical skills, communication (both written and verbal) skills and project management skills
• Collaborate effectively with others to identify and resolve issues
• Ability to be flexible and agile when it comes to change processes to enhance the client experience with the Support team

Qualifications: BA in Business Administration with 2 years of Experience

• Strong experience with Microsoft Office (Word, Excel, Outlook, Teams)
• Experience using office machinery (fax, printer, copier, phone systems, etc.)
• Excellent customer service skills, organized and detail-oriented
• Outstanding communicator both verbally and written
• Ability to multi-task, prioritize, and manage time effectively
• Experience with a Financial Advisory or Registered Investment Advisory firm
• Strong computer skills including Microsoft Office, contact management systems and Internet research skills
• Ability to establish and maintain strong relationships with clients and vendors
• Ability to organize, prioritize and multitask in a fast-paced environment
• Ability to deal with sensitive and confidential client data
• Excellent written and verbal communication skills
• Exceptional interpersonal communication and customer service skills

Qualifications: BA in Advertising with 3 years of Experience