Technical Client Service - Associate
The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm’s data sharing principles of security, customer control and convenience, and privacy.
Job Summary:
As a Technical Client Service Associate in the front office team, you will play a pivotal role in delivering exceptional front-line support services to Neovest customers through email and phone channels. The support will involve both technical and business-related issues, so you will be expected to work and communicate effectively with both technical resources (DBA, developers) as well as business resources (Traders, Business Analysts, Compliance Officers, Trade Support, etc.). You should posses the ability to efficiently diagnose, troubleshoot and effectively communicate as well as escalate issues to client and internal employees.
Job responsibilities
- Research, diagnose, troubleshoot and identify solutions to resolve customer issues related to application use and configuration
- Provide prompt and accurate responses to customers within SLAs as defined by the level of Service purchased by the customer
- Prioritize all customer incidents and manage multiple client issues simultaneously
- Understand and use Jira/Confluence management tool, including how to update, escalate and resolve incidents
- Interact with various levels of client and firm management through both written and verbal communications
- Report software issues to Product Development via documented processes and procedures, including replicating the issue when possible
- Perform all due diligence, identify workarounds to bugs and customer issues whenever possible as well as common issues and techniques for addition to Knowledge Base
- Work to understand client's business needs above and beyond the immediate requirements
- Analyze data or information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts
- Manage tasks effectively to maximize productivity, as well as identify and address complex database performance issues and implement solutions in timely manner
Required qualifications, capabilities, and skills
- You have Bachelor’s degree (or equivalent) and have at least 3+ years of experience working in a financial services/software client support environment
- You are ambitious, self-driven, and looking to work in a fast-paced environment
- You demonstrate excellent English Language skills (Oral and Written)
- You demonstrate ability to quickly and confidently asses risks, and associated urgency as it pertains to client deliverables/tasks as they arise as well as strong problem solving and troubleshooting skills
- You demonstrate exposure to some application knowledge as it pertains to the financial industry. More specifically buy side trading applications, protocols, and interfacing applications. (OMS, EMS, FIX protocol)
- You demonstrate knowledge of IT infrastructure and Windows OS in a support related setting, demonstrate working knowledge and experience using database access tools (e.g., SQL Server Management Studio) and have ability to read and develop complex queries using SQL
- You have exposure and working knowledge set of network and domain architecture as well as have solid business acumen and awareness of trading/portfolio management/trade operations implications of decisions
- You have ability to function in an environment that requires flexibility, good judgment and sound decision-making based on limited information and/or extreme conditions and have proven ability to understand and develop concept driven solutions and problems
- You demonstrate critical thinking, using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Making good decisions and solving problems while under pressure
- You have a good sense of teamwork – you project confidence tempered with humility. You should be a team player willing both to steer the team towards success and to fully support the team when others are steering
- You demonstrate creative thinking – you develop, design or create new applications, ideas, relationship systems, or products, including artistic contributions
Preferred qualifications, capabilities, and skills
- Exposure to programming languages a plus (e.g. C++, VB, .C#, .NET)
Average salary estimate
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If you're looking to jumpstart your career in a dynamic environment, the Technical Client Service Associate position at Neovest in Orem, Utah, might be just what you need. Join our passionate Digital team, dedicated to delivering innovative, industry-leading products that empower customers to manage their financial data. In this role, you'll be the front-line support heroes our customers rely on, assisting them with both technical and business-related issues through phone and email channels. You'll work closely with a variety of resources, from developers to traders and compliance officers, ensuring that all customer incidents are prioritized and managed efficiently. Every day will bring new challenges as you diagnose problems, provide solutions, and collaborate with others to create a seamless experience for our clients. With responsibilities ranging from using tools like Jira/Confluence to documenting software issues for the Product Development team, you'll not only hone your problem-solving skills but also gain tremendous insight into the financial services industry. We’re looking for someone ambitious and self-driven, preferably with a Bachelor’s degree and over three years of related experience. If you’re ready to dive in, sharpen your skills, and contribute to a collaborative team, we can’t wait to meet you!
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