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Job Description
- Req#: R0020783
Employer Industry: Financial Services Technology
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Supportive and collaborative work environment
- Chance to make a positive impact on client satisfaction and member experience
- Involvement in innovative technology solutions for savings plans
- Comprehensive training and development sessions provided
What to Expect (Job Responsibilities):
- Act as a technical liaison between internal and external clients, development teams, and vendors
- Provide second-level technical assistance to clients using multiple applications for troubleshooting
- Manage upgrades, QA testing, and rollouts of software products and services
- Document client support and ensure service level standards are met
- Advocate for clients by identifying and resolving issues to exceed service standards
What is Required (Qualifications):
- Associate Degree in Business, Finance, IT, or related field or equivalent work experience
- Minimum of 4 years of customer service and technical support experience
- Excellent computer efficiency and understanding of various operating systems
- Strong attention to detail and problem-solving skills
- Proven ability to work within deadlines and multi-task effectively
How to Stand Out (Preferred Qualifications):
- Previous knowledge of the financial services market and IRA, ESA, and HSA compliance
- Experience in project coordination
- Excellent organizational skills
- Ability to react positively to change
- Limited travel availability
#FinancialServices #CustomerSupport #TechnicalAssistance #CareerGrowth #InnovationInTechnology
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