The Team:
Customer Solutions team is a dedicated team committed to delivering exceptional service and support to our clients, ensuring they receive the highest level of satisfaction and value from our offerings. A key component of our Customer Solutions team is that they are our Frontline Support, which serves as the first point of contact for our clients. This team is trained to quickly address inquiries, troubleshoot issues, and provide immediate assistance, ensuring that our clients feel supported and valued from the very beginning of their journey with us. Our Frontline Support team is not only responsive but also empowered to escalate matters as needed, ensuring that all client concerns are handled promptly and effectively.
Responsibilities:
- Assist in the research and analysis of case trends and customer feedback to identify areas for improvement and enhance service delivery.
- Prepare comprehensive reports on coaching tasks, analyzing the results and outcomes to be presented to management. This will involve summarizing key findings and providing actionable recommendations.
- Aid in queue management and assignment of tasks to ensure efficient workflow and timely responses to client inquiries.
- Collaborate with team members on various projects, contributing insights and recommendations that align with team goals and enhance overall project outcomes.
- Assist in maintaining and updating databases and documentation, including the knowledge base, to ensure that all information is accurate and readily accessible for team members.
- Help create and compile email lists for mass email communications related to product integration, ensuring that messaging is aligned with company standards and effectively targets the intended audience.
Requirements:
- Bachelor's or master's degree in finance or a related field.
- Fresh graduate or candidates with upto 6 months of experience.
- Interest in financial services or data analysis is advantageous but not required.
- Strong communication skills and a willingness to learn in a client-facing environment.
- Comfortable using technology and eager to work in a fast-paced, data-driven environment
- Familiarity with Power BI is a plus
- Flexibility to work during US-based hours (night or mid-shift) is required.
