Client Service Associate

Job Summary

Providing technical support for the Tamarac Reporting product, the full-time Client Service Associate will assist clients with onboarding, training, and troubleshooting while working in a hybrid model from Raleigh, NC.

Key responsibilities

• Respond to client calls and emails, ensuring high-quality customer service within stated SLAs
• Deliver 1:1 web training and support to clients on effectively utilizing Tamarac Reporting
• Collaborate with internal teams to address client inquiries and maintain positive client relationships

Required qualifications

• Bachelor's degree in business, finance, or a related field preferred
• 1+ years of experience in a client-facing role within the financial services sector
• Strong troubleshooting skills and experience in issue management
• Proficiency in MS Office Suite
• Ability to learn new technology and platforms quickly