Customer Success Analyst – Financial Services

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, we have the right place for you! This role provides the opportunity to work within a world-class and highly esteemed financial institution while providing 'white-glove customer service' to Financial Advisors and assisting in bettering the finanical future of their clients.

Overview:

We are seeking a highly motivated and professional Associate Analyst to join our dynamic team in the financial industry. In this role, you will provide exceptional customer support to advisors who are subscribed to our in-house client reporting software. Your primary responsibilities will involve responding to inbound inquiries, offering technical assistance, and ensuring a seamless user experience for our clients.

Responsibilities:

• Respond to inbound calls from advisors using our client reporting software, addressing queries and concerns with precision
• Provide technical support and guidance, helping clients navigate software functionality and resolve data analysis-related issues
• Collaborate with internal teams to relay customer feedback for ongoing improvements to the software
• Stay informed about software updates, enhancements, and features to offer timely and accurate support to clients
• Accurately document client interactions, issues, and resolutions
• Maintain a high standard of professionalism and customer-centric service in all communications
  
  

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field
• Strong understanding of financial concepts and investment industry practices
• Previous experience in customer service or support roles, ideally in the financial or software sector
• Excellent written and verbal communication skills, with a keen attention to detail
  
  

Pay:

• $21 /hr
  
  

Location:

• Hybrid
  
  

Schedule:

• Monday - Friday
• 40 hours

TalentBridge -- Connecting People with Their Purpose

As one of the nation’s leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year.

At TalentBridge, we’re passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions - relationships grounded in open communication and honesty. We’re built on collaboration and teamwork — both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success.

We’re not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do - the Charlotte Observer named us a Top Workplace two years running - and they’re great at it!

We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job.

That’s a fantastic reason to get out of bed every morning, and we’re excited to share it with an expanding team. Will you join us?

Proven Process

We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It’s a process that goes well beyond your resume - one that values relationships over transactions in order to optimize success in your job search.

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