Offer summary

Qualifications:

High school degree or GED with some college coursework in a related field., 3 to 12 months of customer service experience, preferably with Credit Unions., Experience in back-office support, including troubleshooting and help desk roles., Solid understanding of card networks or member services is preferred..

Key responsabilities:

Support client needs by organizing and completing Help Desk tickets and handling incoming support calls.

Act as a subject matter expert in a specific area of the core system for clients and peers.

Provide after-hours client support on a rotating basis and ensure prompt resolution of client requests.

Maintain records of client interactions and contribute to the Help Desk Knowledge Base for future reference.

Job description

Description

Ranked Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there! When you join the Corelation Team, you are embarking on a journey of professional and personal development.

What We Are Looking For

The Client Services Specialist will be responsible for supporting client needs through the organization and completion of Help Desk tickets, as well as incoming support calls and other channels. Responsible for specializing in an area of the core system to act as a subject matter expert for clients, vendors, and peers. We are currently looking for a candidate with experience in card networks or member services.

Requirements

Aid in the organization, research, communication, and resolution of Help Desk tickets for clients after conversion.
Provide immediate assistance for incoming client calls, either through direct resolution or through proper escalation as client needs dictate.
Maintain a solid understanding of the KeyStone product at large and an in-depth understanding of the assigned area of specialization on KeyStone.
Provide after-hours client support on a rotating basis.
Ensure prompt resolution is provided whenever possible, and prompt escalation is completed whenever required.
Ensure the requisite records of all client requests and resolutions are maintained through the Help Desk system.
Provide high-level demonstrations and discussions of system functionality to clients as needed.
Add to Help Desk Knowledge Base as issues are resolved to aid in future resolution.
Assist in client preparation for system releases and changes

Why You Are The Perfect Fit

You have at least a high school degree/GED, with some college coursework in related field.
You have at least three to twelve months of experience in customer service, preferably while working with or for Credit Unions.
You have experience working in back-office support, primarily working with peripheral troubleshooting and support, network technical troubleshooting, desktop support, and/or help desk experience.

Why We Are Your Perfect Fit:

Benefits Include but not limited to:

Medical, Dental, Vision, Life Insurance

401(K) Match

Discretionary profit share

Discretionary annual bonus

Wellness Programs: Yoga and Massages

Bi-Weekly engagements (coffee tastings, trivia, etc.… )

Community Involvement

Professional Development Growth Days

Vacation Days

Floating Holidays