Client Service Associate

Asset Vantage is a global leader in the wealth technology market, providing our clients with a highly sophisticated software and service solution. We are seeking a Client Service Associate who is upbeat, professional, works independently and has excellent client service skills.

Job Responsibilities

• Learn and operate our proprietary internet-based accounting and performance reporting solution.
• Work collaboratively with clients, team members, and resources across the company (globally) to achieve desired results.
• Continue internal education, training and certifications to stay ahead of an evolving financial industry landscape by learning and contributing to new product releases.
• Ownand address client needs and product issues from inception to resolution.
• Maintain and create detailed documentation through logging of support cases, e-mail and knowledge base articles for client and internal use.
• Communicate with clients in a proactive, consultative & professional manner.
• Deliver training and support to clients on accounting and performance reporting.
• Act as a liaison between clients and internal stakeholders.
• Assist with ad-hoc projects as required.
  
  

Qualifications

Requirements

• Bachelor’s Degree from accredited institution
• Finance/Accounting experience preferred
• Strong customer focus and excellent interpersonal skills and ability to work well within a team environment.
• Superior troubleshooting and analysis / resolution skills.
• Excellent written and verbal communication skills in English, with a strong attention to detail.
• Ability to understand and convey client business requirements to senior level resources for escalation.
• Experience with Microsoft Office Suite
• Strong communication and organizational skills
• WebEx or other online meeting tools preferred