Be an early applicantLess than 25 applicants

Company

Edelman Financial Engines · 9 hours ago

Specialist, Client Assistance Team

United States

Full-time

Remote

Entry Level

$36K/yr - $48K/yr

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ConsultingFinancial Services

H1B Sponsor Likely

Hiring Manager

Marcia Wimmer

Insider Connection @Edelman Financial Engines

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Responsibilities

Respond to inquiries about products and services.

Direct clients and prospects to the correct contact destination.

Consult and collaborate with external vendors and/or partners.

Provide post-sales technical support of login accounts, websites, systems and/or applications for internal and external clients.

Answer questions about operation, configuration, customization, and usage of digital platforms and tools.

During on-queue time, reliably monitor all support contact channels including Chat, Phone and Jira ticketing.

During off-queue time, follow-up on escalated and pending support tickets with support partner departments.

Identify, triage, and deliver best solution for issues in a timely manner.

Must be able to work a flexible schedule between the hours of 8:00 a.m. and 8:00 p.m. ET.

Handle inquiries in all situations professionally, courteously and efficiently.

Position requires high level of responsibility regarding confidential information; must be trusted with discretionary access to sensitive and/or confidential client information.

Accurately document issues and detailed resolution notes in internal ticketing and/or CRM system.

Abide by performance standards, such as resolution time targets, satisfaction survey scores, call handling metrics, SLA’s and standard volume processing expectations.

Perform outbound support sessions, upon request.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Technical literacyClient service skillsFinance fundamentals

Required

Punctuality and Dependability is critical.

High level of technical literacy and operational proficiency in a variety of platforms.

Ability to work both autonomously/remotely and in a collaborative environment.

Ability to understand the fundamentals of finance and investment markets/securities.

Exceptional client service skills, courteousness, phone etiquette and ability to communicate effectively to both internal and external business partners with exceptional grammar, spelling, and punctuation.

Critical thinking, attention to detail, and multi-tasking skills required.

Able to adapt to changes in the work environment.

Consistently demonstrates our core values.

Benefits

Discretionary bonus

Health

Dental and other wellness plans

401(k) contributions

Company

Edelman Financial Engines

Glassdoor

3.6

Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.

Founded in 1986

Boston, Massachusetts, USA

1,001-5,000 employees

https://www.edelmanfinancialengines.com/

H1B Sponsorship

Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (27)

2022 (44)

2021 (40)

2020 (30)