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Customer Support Associate

Customer Support Associate

CompanyConvera
LocationOrange, CA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Experience in a busy team in a client facing function, within a financial services environment
  • Excellent communication and listening skills with ability to network and build internal and external relationships at all levels
  • Excellent time management and attention to detail
  • Proactive & not afraid to speak up should you see something you don’t think looks right
  • Experience using MS Outlook, Excel, Word, PowerPoint and the internet

Responsibilities

  • Handling online requests from both Internal and External Customers in relation to both pre and post-payment queries, in accordance with agreed SLAs and quality standards
  • Keying in transactions, sending customer communications and processing payments
  • Running, analyzing and providing reporting to internal and external clients
  • Working closely with our Front Office teams to provide our clients with unrivalled levels of customer service
  • Running daily controls to ensure smooth running of our day to day processing and working with other internal departments should any concerns arise
  • Adhering to compliance and regulatory requirements whilst delivering high level of customer service to our clients
  • You must be able to work well independently and as part of a team, be it in an office or remote environment

Preferred Qualifications

  • A passion for excellence in customer service and customer management along with proven track record for embedding this passion in team culture