|
The Client Support Advisor is NewRiver's preeminent client satisfaction ambassador. The Client Support Advisor ("CSA") is a recognized expert in all products within the NewRiver suite of solutions. As Level-One Client Support, the CSA provides timely first response to NewRiver's client reported problems and inquiries. The CSA is responsible for resolving client questions on system functionality, processing, and data accuracy. The CSA is also an integral component of NewRiver's account management strategy as they provide Client Care services via telephone and email.
|
Essential Duties/Tasks: |
- Serve as Level-One Client Support responding to initial telephone and email based reported problems and inquiries
- Serve as Client Care representative responding to telephone and email based requests for services or liaison into NewRiver back-office support
- Develop strong knowledge of the functionality and inner workings of all NewRiver products to become expert in answering client's use questions and resolving their functional issues
- Consistently conduct client interaction with a pleasant telephone manner
- Develop business relationship through pooled client contact
- Support the Client Reference Program through pooled client contact
- Help clients create a reference survey
- Performs client satisfaction surveys by telephone to monitor levels of client satisfaction
- Identify opportunities for greater use of NewRiver solutions through effective telephone communication
- Understand the business challenges that may be addressed through the use of NewRiver solutions
- Own a diverse set of business issues and reported problems, and drives to timely conclusion
- Own the follow through on a diverse set of open issues
- Articulate planned enhancements and content of PDU (Product Deliverable Update) information to clients and help them understand impact and benefit
- Promote a positive and fun work environment
|
|
Knowledge of Industry, Product, and Technology: |
- 3-5 years experience interacting with clients over the telephone
- 1-3 years experience in the financial services sector, preferably with a money management firm, servicing agent, or commercial data provider
- Knowledge of SEC compliance highly desirable
- 1-3 years experience using software applications in a business setting
|
|
Education and Other Qualifications: |
- College degree
- Skilled in conflict resolution
- Skill in relationship development/management
- Strong oral presentation and written communication skills
- Ability to manage client relationships
- Flexible and easily adapts to change
- Entrepreneurial spirit
- Ability to travel: Little to no travel required
| To apply for this position, email humanresources@newriver.com . |