Client Support Specialist

1 month ago


Houston, Texas, United States finboa Full time
Benefits:
  • 401(k) matching
  • Performance-based bonuses
  • Competitive salary structure
  • Dental coverage
  • Health insurance options
  • Career advancement opportunities
  • Paid time off
  • Training and development programs
  • Vision coverage
Company Overview

FINBOA stands at the forefront of digital process automation and regulatory compliance tailored for banking institutions. Our comprehensive cloud-based automation platform, combined with a suite of quick-to-implement and user-friendly workflow solutions, empowers banks and credit unions to enhance back-office operations, ensuring operational efficiency, compliance accuracy, and superior customer experiences while minimizing costs and reputational risks.

Position Summary:
We are in search of a driven and client-oriented individual to fulfill the role of Product Support Representative. This position is pivotal in guaranteeing client satisfaction and success through exceptional support and assistance. It presents an exciting opportunity to thrive in a dynamic and fast-paced environment while acquiring invaluable experience in the financial technology sector.

Role Responsibilities:
  • Act as the primary contact for client inquiries and technical support issues through various communication channels.
  • Deliver prompt and courteous assistance to clients, effectively addressing their questions, concerns, and technical challenges.
  • Diagnose software-related issues and escalate complex problems to the appropriate internal teams for resolution.
  • Collaborate with various departments, including Implementation, Account Management, Development, and Product, to ensure timely resolution of client issues and provide high-quality support.
  • Document client interactions, issues, and resolutions in our ticketing system to maintain accurate records and track client support history.
  • Contribute to the development and maintenance of support documentation, training materials, and knowledge base articles to empower clients and enhance self-service options.
Qualifications:
  • Prior experience in customer support, technical support, or a related field is advantageous.
  • Strong verbal and written communication skills, with the ability to convey technical information to non-technical users effectively.
  • Excellent problem-solving skills and meticulous attention to detail.
  • Capability to prioritize and manage multiple tasks in a fast-paced environment.
  • Familiarity with Zendesk and Google Tools (Gmail, Docs, etc.) is highly preferred.
  • Experience with SQL is a plus.
  • Background in the banking or financial sector is preferred.
  • A Bachelor's degree in a related field is desirable.
  • Understanding of financial services industry regulations and compliance requirements is beneficial.
FINBOA is an equal opportunity employer committed to fostering diversity and inclusion in the workplace. We celebrate the unique perspectives and talents of our team members, believing that diversity drives innovation and success.

About FINBOA

FINBOA is a leading innovator in intelligent automation for community and regional banks and credit unions. With over 30 years of experience, FINBOA has developed software solutions aimed at reducing compliance costs and reputational risks by integrating digital transformation, regulatory compliance, process automation, and customer experience.

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