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Filing Support Representative

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

United States

Offer summary

Qualifications:

Bachelor’s Degree, 0-3 years experience, Major in Accounting, Finance, Business or Economics is a plus, Excellent customer-facing and communication skills, Exceptional organizational and time management skills, Experience with Salesforce.com and SaaS technology is a plus.

Key responsabilities:

Educate clients on software features and services
Respond to inquiries and maintain customer satisfaction
Review and analyze data for discrepancies
Manage support case details in Salesforce
Collaborate with Technical Support and Product teams

COMPLY Financial Services SME https://www.comply.com/

201 - 500 Employees

See more COMPLY offers

Job description

Your missions

We are COMPLY.

For compliance people.

We pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. We serve more than 7,000 clients globally, through our solutions including ComplySci, RIA in a Box, National Regulatory Service (NRS) and illumis. We are a high-growth organization and have been recognized with numerous awards including by Inc. 5000, Institutional Asset Manager Awards, Private Equity Wire Awards, and the Women in Data & Technology Awards.

COMPLY is made up of 350+ professionals worldwide. In the US alone, we have team members in 45 states. Employees of COMPLY have access to comprehensive benefits, unlimited PTO, paid bonding leave and 100% remote work flexibility with a WFH stipend.

Come join our team of talented innovators working together to forge the next generation of compliance.

To learn more about COMPLY, visit COMPLY.com.

COMPLY is looking for a polished, passionate, and empathetic Filing Support Representative to join our dynamic team and take our highly-rated customer support services to the next level! In this role, you will be responsible for acting as a liaison between Technical Support and Product Teams to advocate our clients’ needs, managing client account activation implementations to meet deadlines, and gathering customer feedback to improve processes. Our ideal candidate is patient with investigating and troubleshooting to effectively resolve issues, has a “How Can I Help” mindset, and thrives in a fast-paced environment focused on providing an exceptional customer support experience. If you are genuinely excited to help customers, problem-solving comes naturally to you, and you strive to exceed customer support expectations, lets connect!

The Career Opportunity:

This position has high expectations as you will have extensive exposure to our Product Management and Sales teams at all levels. If you excel in this role, there is potential for advancement, learning, and overall career development within the organization!

What You Will Do:

Educate clients on the features of our software and their included services to help clients optimize the value of MyRIACompliance.

Respond efficiently to customer inquiries and maintain exceptional customer satisfaction.

Review and interpret data received from various sources, identifying any discrepancies in data received and accurately uploading the data into the MyRIACompliance platform.

Provide one-on-one assistance to high-priority clients through phone and email interaction, and software walk-throughs.

Prioritize incoming filing support cases in a high-volume, fast-paced environment.

Manage support case details in our Salesforce case tracking system.

Respond to customer questions, update clients on project status and troubleshoot issues in a timely manner.

Collaborate daily with our Technical Support and Product Development teams to represent our customers’ needs, both immediate and long-term.

Manage multiple projects simultaneously, prioritize tasks, and reach deadlines.

Provide efficient productivity and exceed clients’ expectations for support.

Provide client feedback and internal recommendations to product team for software enhancement.

Partner with the Analyst team to manage regulatory filings for clients as needed.

Qualifications:

Must be open to working Monday through Friday, 11AM-7PM EST

Bachelor’s Degree with 0-3 years of work experience.

Major in Accounting, Finance, Business or Economics is a plus!

Excellent customer-facing and communication skills, both written and verbal.

Ability to accurately analyze and interpret data.

Exceptional organizational and time management skills.

Superior troubleshooting, resolution, and analysis skills.

Ability to perform complex tasks and prioritize multiple projects.

Previous experience in a high-volume call environment and/or customer support role is a plus!

Experience with Salesforce.com (or other CRM systems), SaaS technology, MS Office, Python, SEQUEL software support is a plus!

COMPLY is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.