Technical Client Service - Associate

The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money.

Teams enable innovation while adhering to the firm's data sharing principles of security, customer control and convenience, and privacy.

Job Summary:

As a Technical Client Service Associate in the front office team, you will play a pivotal role in delivering exceptional front-line support services to Neovest customers through email and phone channels.

The support will involve both technical and business-related issues, so you will be expected to work and communicate effectively with both technical resources (DBA, developers) as well as business resources (Traders, Business Analysts, Compliance Officers, Trade Support, etc.).

You should posses the ability to efficiently diagnose, troubleshoot and effectively communicate as well as escalate issues to client and internal employees.

Job responsibilities


* Research, diagnose, troubleshoot and identify solutions to resolve customer issues related to application use and configuration


* Provide prompt and accurate responses to customers within SLAs as defined by the level of Service purchased by the customer


* Prioritize all customer incidents and manage multiple client issues simultaneously


* Understand and use Jira/Confluence management tool, including how to update, escalate and resolve incidents


* Interact with various levels of client and firm management through both written and verbal communications


* Report software issues to Product Development via documented processes and procedures, including replicating the issue when possible


* Perform all due diligence, identify workarounds to bugs and customer issues whenever possible as well as common issues and techniques for addition to Knowledge Base


* Work to understand client's business needs above and beyond the immediate requirements


* Analyze data or information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts


* Manage tasks effectively to maximize productivity, as well as identify and address complex database performance issues and implement solutions in timely manner

Required qualifications, capabilities, and skills


* You have Bachelor's degree (or equivalent) and have at least 3+ years of experience working in a financial services/software client support environment


* You are ambitious, self-driven, and looking to work in a fast-paced environment


* You demonstrate excellent English Language skills (Oral and Written)


* You demonstrate ability to quickly and confidently asses risks, and associated urgency as it pertains to client deliverables/tasks as they arise as well as strong problem solving and troubleshooting skills


* You demonstrate exposure to some application knowledg...