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Client Support Specialist
4 months ago
**Client Support Specialist**
at Vestmark, Inc. Charlotte, NC Adhesion, a Vestmark subsidiary - is a $6.1bil Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients - and their businesses - to the next level. We passionately believe in the RIA community, the fiduciary model, and doing whatever it takes to raise the bar in the delivery of conflict-free, fee-based investment advice to consumers. We have dedicated ourselves exclusively to this cause for over 15 years.
**Summary**
The Client Support Department is responsible for providing industry-leading support to its clients. In this role, you will organize, manage, and execute cross-department, client-related projects to the long-term relationship with the client. By coordinating large-scope, client-related projects, you will ensure quality and timely service on all client-impacting projects.
**Responsibilities:**
* Client Service Build sustainable relationships and trust with clients and take the extra mile to engage clients through open and interactive communication.
* Client Communication Act as the main point of contact for client-related, tactical issues, both internally and externally. You will utilize multiple channels to meet clients in their medium of choice: written case correspondence, email, and phone.
* Issue Resolution Provide daily support, data issue resolution, and daily request processing for clients with accuracy and efficiency.
* Meet client support team targets, manage incoming calls & service inquiries, and maintain high client satisfaction.
* Client Implementation Manage the New Client Implementation process for assigned clients, along with other large-scope client-related issues as needed.
* Project Coordination Act in project management function for large-scope, client-related issues, and as a consultant to other teams in the company on special project expectation setting, planning, and scheduling.
* Product Enhancement Develop product enhancement strategies, participate as a stakeholder in product documentation efforts, and support product user acceptance testing efforts to ensure the quality of the product platform for client use.
* Management Reporting Proactive communication of status updates for projects with specific expectations and delivery dates.
**Skills and Requirements:**
* 1-3 years client service representative or customer support experience
* Knowledge of Word Processing software; Spreadsheet software; Accounting software; Internet software; Project Management software and Database software
**Education:**
* Bachelor's degree
Adhesion is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Adhesion prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.
