Member Services Associate

5 months ago

Baltimore, United States Beacon Street USA Full time

Overview:

Baltimore-based Roundtable Research is looking for a special kind of Member Services Associate. We are looking for the top 20% of the 80/20 business rule to join our team of talented, passionate employees dedicated to serving and delivering world-class support to our subscribers. The right candidates must posses the intellectual curiosity to learn about our business and perhaps assist in other areas in the future. We are looking for a hybrid representative that can assist customers empathetically with their needs and also make compelling cases why additional products may be helpful.

Responsibilities:

Associates will be charged with maximizing member experience by primarily taking inbound calls. This includes providing assistance navigating our website, ensuring customer satisfaction, providing account overview and maintenance, and educating subscribers on current promotions.

Your main goal is to resolve a customer's problem in "one touch." Therefore, you will be asked to anticipate and/or take proactive measures to offer alternative solutions.

Additionally, you will have the opportunity to sell additional subscriptions or offer alternative subscriptions during the conversations you have throughout the day. Sales experience is not required, however it is expected that you look for every opportunity to sell value added services.

Roundtable Research emphasizes product knowledge to encourage customers to consider additional services as a part of our value-added approach.

Qualifications:
  • Bachelor's Degree or, in lieu of degree, previous customer service experience.
  • Excellent customer service, written, and telephone skills.
  • Ability to build rapport with customer base as well as with co-workers and teammates.
  • Capacity to analyze and manage problem situations.
  • Experience working in a fast-paced environment, handling multiple tasks simultaneously.
  • Previous customer services and/ or sales experience.
  • Basic understanding of finance and/or investing.

About Roundtable Research:

Founded in 2019 as a joint venture with Stansberry Research, Roundtable Research is the umbrella company for Empire Financial Research and Altimetry Research, two of the country's fastest-growing publishers of investment research. Our products range from options trading to SPACs, microcap stocks to large-cap stocks, and everything in between.Located in Baltimore, Maryland's historic Mt. Vernon neighborhood, our analysts have run their own hedge funds, beaten the market for decades, appeared on CNBC, Bloomberg, 60 Minutes, the Wall Street Journal, Forbes, and more.

Our commitment to excellence has made us one of the most respected publishers in the financial newsletter industry. Our subscribers include many of the biggest names on Wall Street including Bill Ackman, Joel Greenblatt, Leon Cooperman, Seth Klarman, and others. We've quickly become one of the most widely followed publishers in the world, with hundreds of thousands of readers and more than 100,000 paid subscribers in less than two years.

Our commitment:

As an employer committed to equal opportunity and a diverse workforce, all qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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