Client Support Specialist - Fund Accounting
New
J
JobgetherFinancial Software
CanadaFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 1 year of experience in client or customer service
- Required Skills
- Time ManagementZendeskCRMCustomer support
Requirements
- At least 1 year of experience in client or customer service, preferably within an IT services, software, or related environment.
- Prior experience in finance or accounting, or demonstrated proficiency with accounting software.
- Familiarity with Customer Relationship Management (CRM) systems.
- Strong client-service orientation with a demonstrated commitment to customer satisfaction.
- Exceptional attention to detail and accuracy, particularly when managing time-sensitive client and internal requirements.
- Excellent written and verbal communication skills.
- Strong time-management and organizational skills, with the ability to manage multiple concurrent requests, priorities, and deadlines.
- Ability to learn new software and product functionality quickly.
- Comfortable working in a fast-growing environment where processes, priorities, and responsibilities may evolve.
- Collaborative, adaptable, and proactive approach to problem-solving and teamwork.
- Previous experience providing software or product support is an asset.
- A bachelor's degree in a related field is an asset.
- Experience with Zendesk or comparable customer support platforms is an asset.
Responsibilities
- Respond professionally and thoroughly to client questions through phone, chat, and email, prioritizing requests approaching or exceeding service-level agreement requirements.
- Investigate and resolve day-to-day software and product questions, collaborating with internal specialists when additional expertise is required.
- Escalate software issues appropriately and ensure client concerns are followed through to resolution.
- Develop and maintain a high level of knowledge across the relevant software products, features, and functionality.
- Ensure smooth handoffs between support team members and between Client Support and other internal departments.
- Maintain clear, proactive, and solution-oriented communication throughout client interactions.
- Deliver internal and external training on selected software products and their features and functionality when requested.
- Contribute to continuous improvement initiatives across Client Support and other connected business functions.
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