Full-Time Client Response Representative

As the Client Response Representative, in this role, you will help ensure a positive service experience and encourage retention and renewals by fostering positive client relationships, managing inquiries, and conducting product training. This role also involves collaboration with other internal departments, including Account Managers, Sales Executives, Product and Development.

To be successful, you must demonstrate a client-oriented approach and be able to provide individualized and professional support.

Key Responsibilities:

• Act as the main customer service representative for clients, responding to inquiries, resolving issues, and managing requests with urgency and care.
• Prioritize and resolve client issues promptly, while tracking and managing all interactions to ensure a smooth customer experience.
• Guide clients to fully utilize our services, such as training, webinars, and help resources, to maximize their investment.
• Maintain clear documentation of client interactions in JIRA, ensuring a seamless experience throughout the client’s journey.
• Keep the account team informed of any clients that may be at risk, taking action as needed to support retention.
• Develop strong, long-term relationships with key stakeholders in your assigned accounts.
• Collaborate with internal teams to promote the value of our products across Sales, Marketing, and Service.
• Serve as a client advocate, offering feedback and insights on product use and client satisfaction to influence product development and best practices.
• Support the contract renewal process, ensuring clients are transitioned smoothly through the cycle to minimize churn.
• Communicate our business processes, solutions, and services clearly, so clients understand the full scope of what we offer.
• Build your personal brand by partnering with clients on strategic initiatives, developing both global and local relationships, and contributing to team and company-wide projects.
• Participate in a highly collaborative team environment that encourages personal and professional growth.
• Perform ad-hoc tasks as needed, which may occasionally include night or weekend work.

This role offers an exciting opportunity to make a meaningful impact on client success while growing your expertise and contributing to a supportive and dynamic team. If you’re passionate about delivering exceptional client experiences, we’d love to have you on board!

• Bachelor’s degree (BS/BA) from an accredited college/university or equivalent work experience in the investment or financial services industry.
• Strong verbal and written communication skills, able to articulate ideas clearly and professionally.
• Excellent interpersonal and relationship-building skills, with the ability to foster positive client and team relationships.
• Ability to work independently, manage tasks proactively, and take initiative with minimal supervision.
• Proven experience working effectively in a collaborative, team-oriented environment.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with Microsoft Access is a plus.
• Exceptional organizational, problem-solving, and multitasking abilities, with attention to detail.
• This role offers a salary range of $55,000 to $65,000 USD, along with a quarterly bonus.
• This job posting will close on October 2, 2024.