Customer Service Specialist

4 weeks ago

Cary, United States BetaNXT Inc Full time
Job DescriptionJob Description

Mediant, a BetaNXT company, provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers.  Mediant’s innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement. 

 

Customer Service Specialist Overview: 

The Customer Service Specialist will act as the main point of contact for our broker clients’ inquiries, regarding their broker suite of products offered by Mediant BetaNXT. Those could include any of the following:

  • U.S. and Canada Proxy services
  • Corporate actions communications and/or Reorg Manager (our election capture platform)
  • Post-sale or first dollar prospectus delivery
  • Regulatory communications for investment companies
  • Global proxy services

The Customer Service Specialist will provide high-quality customer service experience by developing and delivering accurate, efficient, and timely responses to all inquiries and/or requests for assistance pertaining to the products and services mentioned above. As an integral part of the customer experience, this role will lead the customer support efforts for key clients, ensuring their satisfaction and service delivery.

Duties and Responsibilities of the Customer Service Specialist: 

  • Manage, respond, and track broker client requests. Additionally identifying and assessing and implementing solutions to achieve client satisfaction.
  • Handle customer inquiries, develop, decide, and provide appropriate solutions and alternatives within set time frames; follow up to ensure resolution.
  • Build sustainable relationships and trust with broker clients through open, proactive and interactive communication.
  • Provide accurate, valid, and complete information in a timely manner. This would be achieved by identifying and using the appropriate methods, tools and resources.
  • Escalate inquiries to the applicable team or executive for assistance, when necessary.
  • Manage reporting and internal database reporting systems.
  • Work with product services operations and teams to ensure quality control standards are met and to develop and implement continuous improvement or those standards.

Skills and Experience of the Customer Service Specialist:

  • 2+ years of experience in Business Operations/Financial Services or Customer Service role. Financial Services experience is preferred.
  • Must be able to organize, prioritize and complete tasks independently within established time constraints.
  • Able to work in a high-pressure environment, prioritize and meet numerous deadlines.
  • Knowledge of broker-dealer, bank or mutual fund operations is a plus.
  • Proven customer support experience or experience as a customer service representative, account manager or other similar role
  • Knowledge of the Microsoft Suite of office tools.
  • Solid verbal and written communications skills.
  • Proven ability to interact with executive level stakeholders
  • Excellent research skills and attention to detail.
  • Ability to multitask, prioritize and manage time effectively and independently.
  • Proven ability to operate with minimal supervision in a high-pressure environment

  • Customer Service Specialist

    3 weeks ago

    Cary, United States tapwage Full time

    Job Type Full-time Description AdaptHealth Opportunity – Apply Today! At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of...

  • Customer Service Specialist

    3 weeks ago

    Cary, United States tapwage Full time

    Job Type Full-time Description AdaptHealth Opportunity – Apply Today! At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of...

  • Retail Customer Service Specialist

    4 weeks ago

    Cary, United States DICK'S SPORTING GOODS INC Full time

    At DICK'S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. If you are ready to make a...

  • Customer Service Specialist

    1 month ago

    Cary, United States CornerStone Staffing Full time

    CornerStone Staffing is hiring for Medical Customer Service Representatives in Cary, NC. Ideal candidate has familiarity with heavy inbound calls, schedule medical refills, patients needing medical status updates, etc. Work for one of the largest independent specialty pharmacies that specializes in rare diseases and cancer medications. APPLY...

  • Customer Success Specialist

    2 weeks ago

    Cary, United States Inn-Flow Full time

    CUSTOMER SUCCESS SPECIALISTLocationRaleigh, NC area, requiring the candidate to be in or willing to relocate to this area.About the JobAs a Customer Success Specialist, your primary responsibility is to ensure the satisfaction and success of our customers. You will serve as a point of contact, assisting customers with their inquiries, resolving issues, and...

  • Customer Success Specialist

    3 weeks ago

    Cary, United States Inn-Flow Full time

    CUSTOMER SUCCESS SPECIALIST Location Raleigh, NC area, requiring the candidate to be in or willing to relocate to this area. About the Job As a Customer Success Specialist, your primary responsibility is to ensure the satisfaction and success of our customers. You will serve as a point of contact, assisting customers with their inquiries, resolving issues,...

  • Customer Success Specialist

    4 weeks ago

    Cary, United States Inn-Flow Full time

    CUSTOMER SUCCESS SPECIALISTLocationRaleigh, NC area, requiring the candidate to be in or willing to relocate to this area.About the JobAs a Customer Success Specialist, your primary responsibility is to ensure the satisfaction and success of our customers. You will serve as a point of contact, assisting customers with their inquiries, resolving issues, and...

  • Retail Service Specialist>

    7 days ago

    Cary, United States O'Reilly Auto Parts Full time

    O'Reilly Automotive - 356 Northwest Hwy [Store Manager] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the areas of sales, customer service, store appearance and operations; Serve in a leadership role in...

  • Customer Service Rep

    4 weeks ago

    Cary, United States Verdesian Life Sciences Full time

    ** Customer Service Rep** **Job Category****:** Customer Service **Requisition Number****:** CUSTO001245 Showing 1 location **Job Details** **Description** Position Summary: (Cary, NC) This position reports to the Customer Service Manager and is responsible for providing professional customer service and ensuring the organization understands and adheres to...

  • Customer Service Rep

    3 days ago

    Cary, North Carolina, United States Verdesian Life Sciences Full time

    ** Customer Service Rep** **Job Category****:** Customer Service **Requisition Number****:** CUSTO001245 Showing 1 location **Job Details** **Description** Position Summary: (Cary, NC) This position reports to the Customer Service Manager and is responsible for providing professional customer service and ensuring the organization understands and adheres to...

  • Customer Service Rep

    3 weeks ago

    Cary, United States Verdesian Life Sciences Full time

    ** Customer Service Rep** **Job Category****:** Customer Service **Requisition Number****:** CUSTO001245 Showing 1 location **Job Details** **Description** Position Summary: (Cary, NC) This position reports to the Customer Service Manager and is responsible for providing professional customer service and ensuring the organization understands and adheres to...

  • Entry Level Customer Outreach Specialist

    4 weeks ago

    Cary, United States Lee Partners Incorporated Full time

    **Benefits**: - Flexible schedule - Health insurance - Opportunity for advancement - Training & development Lee Partners is seeking a Customer Outreach Specialist to join our team. Our goal is to engage as many people as possible, while using a direct approach, and by creating meaningful connections with our environment. **Responsibilities**: -...

  • Entry Level Customer Outreach Specialist

    3 weeks ago

    Cary, United States Lee Partners Incorporated Full time

    Benefits: Flexible schedule Health insurance Opportunity for advancement Training & development Lee Partners is seeking a Customer Outreach Specialist to join our team. Our goal is to engage as many people as possible, while using a direct approach, and by creating meaningful connections with our customers. The ideal candidate will be motivated, competitive,...

  • Entry Level Customer Outreach Specialist

    3 weeks ago

    Cary, United States Lee Partners Incorporated Full time

    Benefits: Flexible schedule Health insurance Opportunity for advancement Training & development Lee Partners is seeking a Customer Outreach Specialist to join our team. Our goal is to engage as many people as possible, while using a direct approach, and by creating meaningful connections with our customers. The ideal candidate will be motivated, competitive,...

  • Customer Support

    1 month ago

    Cary, United States Viably Full time

    Job DescriptionJob DescriptionAt Viably, we are focused on building an all-in-one financial management solution for eCommerce sellers, including digital banking services, funding for working capital, and tools to help them scale their business. Our mission is simple: help ecommerce entrepreneurs grow their businesses. We are dedicated to the success of our...

  • Customer Support

    3 weeks ago

    Cary, United States Viably Full time

    Job DescriptionJob DescriptionAt Viably, we are focused on building an all-in-one financial management solution for eCommerce sellers, including digital banking services, funding for working capital, and tools to help them scale their business. Our mission is simple: help ecommerce entrepreneurs grow their businesses. We are dedicated to the success of our...

  • Senior Account Specialist, Customer Excellence

    4 weeks ago

    Cary, United States Atticus LLC Full time

    Senior Account Specialist, Customer Excellence: Atticus About Us American-owned and independently operated, Atticus is driven by grassroots experience and an unwavering commitment to operational excellence, helping U.S. retail distribution protect their livelihood. Our expanding portfolio of branded-generic pesticides is spread across two market platforms:...

  • customer service>

    1 month ago

    Cary, United States Randstad Full time

    Randstad - JobID: customer-service_cary [Customer Service / Guest Service / Retail Sales] Immediate Openings for Customer Service positions. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Job requires treating each customer with individual attention; striving to consistently...

  • Customer service

    2 weeks ago

    Cary, United States Randstad Full time

    job summary: Provide customer facing support to external and internal customers for technical needs using our web-based suite of tools and resources. Work with client and technical teams to address and/or resolve a wide range of web portal related issues. Provide guidance, direction, and training to internal and external customers as needed. Responsibilities...

  • Customer Service

    4 weeks ago

    Cary, North Carolina, United States Randstad USA Full time

    job summary: Provide customer facing support to external and internal customers for technical needs using our web-based suite of tools and resources. Work with client and technical teams to address and/or resolve a wide range of web portal related issues. Provide guidance, direction, and training to internal and external customers as needed. Responsibilities...