Client Success Advisor - Platform Support

Austin Community College; Roanoke (TX); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and volunteer time

Paid parental leave

Job summary

A leading financial services firm is seeking a Client Support Associate in Roanoke, Texas. The ideal candidate will assist clients with inquiries and provide website navigation support while thriving in a collaborative environment. Responsibilities include educating clients, advocating for their needs, and providing timely solutions. Candidates should have 1-3 years of customer service experience and effective communication skills. This position is not available for remote work. Competitive benefits included.

Qualifications

• 1-3 years of customer service experience is essential.
• Basic knowledge of computer desktop and website navigation is required.
• Must possess effective verbal and written communication skills.

Responsibilities

• Educate clients by responding to inquiries and guiding them during website navigation.
• Advocate for clients by asking questions to pinpoint issues.
• Provide solutions-based service to Registered Investment Advisors.

Skills

Customer service experience

Basic computer and website navigation knowledge

Effective verbal and written communication

Collaborative work style

Time management skills

Job description

A leading financial services firm is seeking a Client Support Associate in Roanoke, Texas. The ideal candidate will assist clients with inquiries and provide website navigation support while thriving in a collaborative environment. Responsibilities include educating clients, advocating for their needs, and providing timely solutions. Candidates should have 1-3 years of customer service experience and effective communication skills. This position is not available for remote work. Competitive benefits included.