Betanxt Cary , NC 27518
Posted 3 weeks ago
Mediant, a BetaNXT company, provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Mediant's innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.
Customer Service Specialist Overview:
The Customer Service Specialist will act as a point of contact for our broker clients' inquiries, regarding their broker suite of products offered by Mediant BetaNXT. Those could include any of the following:
U.S. and Canada Proxy services
Corporate actions communications and/or Reorg Manager (our election capture platform)
Post-sale or first dollar prospectus delivery
Regulatory communications for investment companies
Global proxy services
The Customer Service Specialist will provide high-quality customer service experience by delivering accurate, efficient, and timely responses to all inquiries and/or requests for assistance pertaining to the products and services mentioned above. This is a hybrid position and we are looking for someone to come into our Cary, NC office 3 times a week.
Duties and Responsibilities of the Customer Service Specialist:
Manage, respond, and track broker client requests. Additionally identifying and assessing broker client's needs to achieve satisfaction.
Handle customer inquiries, provide appropriate solutions and alternatives within set time frames; follow up to ensure resolution.
Build sustainable relationships and trust with broker clients through open and interactive communication.
Provide accurate, valid, and complete information in a timely manner. This would be achieved by identifying using the appropriate methods, tools and resources.
Escalate inquiries to the applicable team for assistance, when necessary.
Manage reporting and internal database reporting systems.
Work with product services operations and teams to ensure quality control standards are met.
Skills and Experience of the Customer Service Specialist:
2+ years of experience in Business Operations/Financial Services or Customer Service role.
Must be able to organize, prioritize and complete tasks within established time constraints.
Able to work in a high-pressure environment and meet numerous deadlines.
Knowledge of broker-dealer, bank or mutual fund operations is a plus.
Proven customer support experience or experience as a customer service representative
Knowledge in Microsoft Suite.
Solid verbal and written communications skills.
Excellent research skills and attention to detail.
Ability to multitask, prioritize and manage time effectively.
Betanxt