Description
We are seeking a highly motivated and professional Associate Analyst to join our dynamic team in the financial industry. In this role you will be responsible for servicing advisors who are subscribed to our in-house client reporting software. Your main focus will be to provide exceptional customer support via inbound calls addressing their queries and concerns with precision and professionalism.
Key Responsibilities
- Respond to inbound calls from advisors subscribed to our client reporting software.
- Address and resolve client inquiries related to the software’s functionality navigation and data analysis capabilities.
- Offer technical assistance to clients guiding them through any technical issues or challenges they encounter.
- Collaborate with internal teams to gather and relay customer feedback to improve the software’s user experience.
- Stay updated on the latest software enhancements and features to effectively educate and assist clients.
- Document client interactions issues and resolutions accurately and comprehensively.
- Uphold the highest standards of professionalism maintaining a positive and customer-centric attitude at all times.
Qualifications
Additional Skills & Qualifications:
- Bachelor’s degree in Finance Economics Business or a related field.
- Strong understanding of financial concepts and investment industry practices.
- Prior experience in customer service or support roles ideally within the financial industry or software domain.
- Exceptional communication skills both written and verbal with a keen eye for detail.
- Ability to remain composed under pressure and handle multiple tasks efficiently.
- Proficiency in using client reporting software or similar financial tools is a plus.
- A collaborative team player with a passion for delivering outstanding customer experiences.
About TEKsystems
We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That’s the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.