What are the responsibilities and job description for the Remote Customer Support Specialist - Investment Management Technology position at Get It - Real Estate?
Job Overview
Join our dynamic team at the forefront of the retirement services sector as a Customer Support Specialist focusing on Investment Management Technology. In this pivotal role, you will contribute to delivering an exceptional service experience for our esteemed clients in the retirement plan advisory space. Your strong communication skills will be essential as you nurture relationships with various stakeholders and ensure client satisfaction.
Key Responsibilities
As a member of our high-growth organization, you will be presented with numerous opportunities for professional development and career advancement, enabling you to grow alongside the company and its evolving needs.
Company Culture And Values
We pride ourselves on fostering a culture characterized by high standards, continuous improvement, and a client-centric approach. Our commitment extends to building enduring partnerships anchored in trust and ensuring our employees are empowered to make a meaningful impact in the lives of our clients.
Compensation And Benefits
We offer a comprehensive and competitive benefits package, including:
Join our dynamic team at the forefront of the retirement services sector as a Customer Support Specialist focusing on Investment Management Technology. In this pivotal role, you will contribute to delivering an exceptional service experience for our esteemed clients in the retirement plan advisory space. Your strong communication skills will be essential as you nurture relationships with various stakeholders and ensure client satisfaction.
Key Responsibilities
- Respond to incoming inquiries via phone and email regarding our innovative Advisor Web Portal.
- Effectively engage with financial advisors to articulate the advantages and functionalities of the Advisor Portal.
- Lead the onboarding process for new advisors, acting as their primary contact during implementation.
- Facilitate training sessions and demonstrations of new technology features, both online and in-person.
- Represent the company at client events, conducting demonstrations and assisting with logistics (minimal travel expected, approximately 1-2 weeks annually).
- Compile and analyze fee and investment reports, providing insights and recommendations based on your findings.
- Perform additional duties as assigned.
- Proficient in utilizing applicable technology, including our client web portal.
- Strong customer service orientation with the capability to foster trust and rapport with clients and stakeholders.
- Excellent communication abilities for effective interactions with clients, colleagues, and upper management.
- Proven ability to manage multiple projects simultaneously.
- Detail-oriented with strong written and verbal communication skills.
- Exceptional organizational skills and a commitment to timely and accurate follow-up.
- Ability to excel in a fast-paced, dynamic environment while juggling multiple priorities.
- Commitment to professionalism, accountability, customer orientation, and teamwork.
- Bachelor's degree.
- 1-3 years of relevant experience in the financial services or retirement/investment planning industry.
As a member of our high-growth organization, you will be presented with numerous opportunities for professional development and career advancement, enabling you to grow alongside the company and its evolving needs.
Company Culture And Values
We pride ourselves on fostering a culture characterized by high standards, continuous improvement, and a client-centric approach. Our commitment extends to building enduring partnerships anchored in trust and ensuring our employees are empowered to make a meaningful impact in the lives of our clients.
Compensation And Benefits
We offer a comprehensive and competitive benefits package, including:
- The opportunity to be a vital part of a high-growth organization.
- A hybrid work environment with flexibility.
- Competitive compensation, including a 401(k) with matching opportunities.
- A lifestyle spending allowance program.
- Comprehensive medical, dental, and vision insurance.
- Employer-paid life and disability insurance.
- A generous paid time off policy.
