Client Success Associate

2 weeks ago

Stamford, United States Fiduciary Technology Partners Full time

Client Services Success Associate  

Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work schedule.


Responsibilities


  • Serves as initial point of contact for a variety of customer service/support issues via support ticket, phone & regular meetings
  • Works with Clients and colleagues to identify and solve accounting and system issues
  •  Identifies product/process issues and/or trends that need improvement
  • Assists in support of software solutions provided to customer
  •  Works with in-house development team to design and test new features, enhancements & bugs through the QA process
  •  On-boarding of new Clients, data review, and training of Clients
  • Serves as initial point of contact for a variety of customer service/support issues and/or Edit User Guides for Clients for new features

Qualifications

  • A completed 4 year degree 
  • Accounting/Finance experience
  • Articulate; client service oriented; comfortable interacting with high-level clients
  • Ability to develop relationships with clients; good interpersonal skills
  • Outstanding organizational skills and ability to prioritize between high level projects
  • Team player with positive attitude that instinctively anticipates team needs and
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Strong interest in technology and familiarity with Jira & SQL preferred
  • Strong proficiency in MS Word, Excel, and Outlook

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