Wealth Support Specialist

1 month ago

Brookfield, United States Refinitiv Benchmark Services (UK) Limited Full time

Wealth Management offers solutions that optimize efficiency and enhance the practice, while engaging high new worth audiences. Our solutions empower advisors with perspectives that go beyond the headlines, and capabilities that add value to client relationships. We also provide the Wealth Management tools that will support advisory relationships and guide clients through investment decisions, with easy-to-use productivity tools. From the front to the back office, Refinitivs Wealth Management solutions offer best-in-class infrastructure, tools allowing content that match your business requirements and will delight your customers.

The Refinitiv Wealth Management Service Desk is seeking an individual for a Wealth Support Specialist in a fast-paced environment. The duties would consist of client support, incident management, logging details and documentation. The ideal candidate is expected to evolve and grow within the suite of financial products to meet the changing needs for our clients. This role will provide product direction, research and deployment support to our client firms via incoming calls or email. Proactive internal Network and platform Monitoring provides additional Infrastructure security for our firms.

**Role Responsibilities**

* Work with operations and help desk teams of brokerage firms to triage issues and address system related questions.

* Receive and manage client calls while acutely logging all reported concerns into a company ticket system

* Maintain a high level of customer experience to ensure clients are completely satisfied

* Perform Level 1 troubleshooting methods to help resolve technical issues to best of ability or escalate when needed

* Active participant in system monitoring rotation.

* Collaboration with team members, business partners and other levels of staff for proper documentation and support

* Assist in any testing and validation of product performance and availability when needed

* Assist with any client facing documentation or notifications when required

* Active participant in a scheduled oncall rotation off hours support to help with escalated client needs

* Participate in holiday coverage to maintain client support 24x7x365 days a year

**Qualifications and Experience Required**

* Previous customer service experience. While Call Center experience & financial service is preferred, it is not required

* Good overall customer service skills as they pertain to client interaction and issue remediation with a strong drive for issue resolution

* Strong attention to detail and ability to handle multiple tasks at a given time

* Ability to work well in a team environment or individually with little to no supervision

* Listening and communication skills

* Technical skills &/or the ability to understand computer basics or technical concepts.

At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise and our purpose. Youll be part of an organisation of over 25,000 people, spanning 70 countries. We recognise the individual perspectives each of our colleagues brings, and our diverse workforce is one of our greatest strengths. In supporting collaboration and creativity and encouraging new ideas across a diverse and inclusive workforce, we can improve how we are driving financial stability, empowering economies and enabling customers to create sustainable growth.

LSEG offers a range of tailored benefits and support from healthcare and retirement planning to paid volunteering days and wellbeing initiatives.

We are an equal opportunities employer. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Please take a moment to read this carefully, as it describes what personal information the London Stock Exchange Group (LSEG) (We) may hold about you, what its used for, and how its obtained, .

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

locationUSA-Brookfield-350 North SunnyLSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential.

**Life at LSEG**

about their experience in a variety of areas. From technical innovations and use of data to volunteering and inclusion.

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