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Client Support Specialist

Position Summary

As a Client Support Specialist in our Standard Support team, you'll be the first line of defense in resolving issues and addressing inquiries from customers. Your role involves responding to incoming communications, documenting interactions in case management systems, and updating clients on ongoing resolutions. You'll resolve client inquiries directly through established methods or escalate them to other departments if necessary.


Expected Duties

-Coordinate with internal departments to resolve issues and follow through with clients until completion.

-Take inquiries from systems and use discretion and decision-making authority to resolve customer issues.

-Assist in developing support delivery strategies, escalation procedures, and training.

-Provide information about products and services, answer questions, and resolve problems.

-Complete tasks supporting the implementation of procedures.

-Provide departmental clerical support and organize account chains.


Qualifications: Knowledge, Skills, and Abilities

This role prefers prior education or career experience. You'll apply acquired job skills, company policies, and procedures to complete tasks with little supervision. The position involves performing routine tasks and using a basic skill set and proficiency in the subject area.


-Ability to determine a course of action based on guidelines and modify processes as needed.

-Exercise judgment within defined procedures to determine appropriate actions.

-Build productive internal and external relationships to resolve mutual problems through collaboration.

-Preferred Bachelor's degree and 2-4 years of related experience or equivalent work experience.

-Strong relationship-building skills to collaborate on procedures or transactions.


This role is ideal for someone who enjoys problem-solving and is passionate about providing excellent customer support. If you're ready to take on this exciting challenge, we'd love to hear from you!

 


MeridianLink has a wonderful culture where people value the work they do and appreciate each other for their contributions. We develop our employees so they can grow professionally by preferring to promote from within. We have an open-door policy with direct access to executives; we want to hear your ideas and what you think. Our company believes that to be productive in the long term, we must have a genuine work-life balance. We understand that employees have families and full lives outside of the office. To that end, we honor their personal commitments.


MeridianLink is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, age, national origin, disability, or any other characteristic protected by applicable law.

MeridianLink runs a comprehensive background check, credit check, and drug test as part of our offer process.


Salary range of $44,000 - $62,200. [It is not typical for offers to be made at or near the top of the range.] The actual salary will be determined based on experience and other job-related factors permitted by law including geographical location.


Meridianlink offers:

Insurance coverage (medical, dental, vision, life, and disability)

Robust paid time off

Paid holidays

401(k) plan with company match

Remote work

All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated, or superseded from time to time.

#LI-REMOTE

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Average salary estimate

$53100 / YEARLY (est.)
min
max
$44000K
$62200K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Support Specialist, MeridianLink

At MeridianLink, we are looking for a dedicated Client Support Specialist to join our Standard Support team, where you'll be the go-to resource for our valued customers! In this role, you'll field incoming inquiries and channel your problem-solving skills to manage and resolve issues effectively. You will engage with clients through various communication methods, ensuring their questions are answered and their concerns are addressed promptly. Your organizational prowess will shine as you document interactions within our case management systems, seamlessly coordinating with multiple internal departments to deliver satisfactory resolutions. We're all about teamwork, and you'll play a key role in enhancing our support delivery strategies and improving our services. If you’re passionate about customer support, possess a knack for relationship building, and enjoy tackling challenges head-on, this position is perfect for you! At MeridianLink, we cultivate an empowering culture that encourages professional growth, embraces work-life balance, and fosters open communication with leadership. We believe in the value of your contributions and want to hear your thoughts! If you’re ready to take on this challenge and make a difference in our client’s experience, we’d love to have you on our team. With competitive salaries and comprehensive benefits including remote work flexibility and a strong focus on employee well-being, MeridianLink is a fantastic place to build your career. Join us today!

Frequently Asked Questions (FAQs) for Client Support Specialist Role at MeridianLink
What responsibilities does a Client Support Specialist at MeridianLink have?

As a Client Support Specialist at MeridianLink, your key responsibilities include managing incoming customer inquiries, resolving issues, and providing updates to clients regarding resolution progress. You'll work closely with various internal departments to ensure issues are addressed and resolved efficiently, utilizing established methods for direct solutions or escalations when required.

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What qualifications are needed to become a Client Support Specialist at MeridianLink?

To qualify for the Client Support Specialist position at MeridianLink, a Bachelor's degree and 2-4 years of relevant experience is preferred. Strong communication and relationship-building skills are essential, as well as the ability to exercise judgment and discretion while solving customer inquiries. Prior experience in a customer support role will definitely enhance your application!

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What does a typical work environment look like for a Client Support Specialist at MeridianLink?

A typical work environment for a Client Support Specialist at MeridianLink can vary; however, we promote a remote work option which allows you to balance your professional and personal commitments. Our company culture is supportive and collaborative, encouraging open dialogue with executives and peers alike for a fruitful exchange of ideas.

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What career growth opportunities are available for Client Support Specialists at MeridianLink?

At MeridianLink, we firmly believe in promoting from within. Client Support Specialists have the opportunity to advance their careers through continued performance, skills development, and internal opportunities in various departments of the company. We take pride in nurturing our employees' potential and helping them grow professionally.

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What benefits does MeridianLink offer to its Client Support Specialists?

MeridianLink offers a comprehensive benefits package for Client Support Specialists which includes medical, dental, and vision insurance, robust paid time off, paid holidays, a 401(k) plan with company matching, and flexible remote work options. We aim to support our employees both personally and professionally ensuring a balanced lifestyle.

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Common Interview Questions for Client Support Specialist
Can you describe your experience in customer support or a similar role?

Discuss specific responsibilities you undertook, such as handling inquiries, resolving issues, or training colleagues. Highlight examples of how you effectively managed customer expectations, the tools you used, and the outcomes that showcased your skill set.

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How do you prioritize multiple inquiries from customers at once?

Share your approach to prioritization; you might explain your method of evaluating issue urgency, managing your time, and leveraging tools for tracking your workload. Provide examples from past experiences to illustrate how you've successfully handled busy periods.

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Can you tell us about a time you resolved a challenging customer issue?

Be ready to recount a specific instance focusing on the situation, your actions, and the positive resolution for the customer. Emphasize your problem-solving skills and your ability to stay calm under pressure.

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What strategies do you use for effective communication with clients?

Discuss communication frameworks you follow, such as active listening, clarity, and providing timely updates. Share your awareness of how communication can affect customer relationships and retention, illustrating with examples.

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What is your experience with case management systems?

Share your familiarity with different case management systems, how you've utilized them in previous roles, and their impact on your efficiency and resolution follow-ups. Mention any specific software you're comfortable with.

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How would you handle a situation where you don’t know the answer to a client’s question?

Explain your problem-solving process in such scenarios—emphasize your commitment to finding the right answer, perhaps detailing how you would escalate the inquiry or research solutions to provide back to the client.

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What do you believe is the most important aspect of client support?

Reflect on your view of client support—whether it’s about active listening, empathy, timely resolution, or building long-term relationships. Make sure to justify your perspective with examples from your work experience.

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How do you stay updated on product knowledge and company services?

Discuss your methods for staying informed, such as attending internal training sessions, reading company updates, participating in industry forums, or leveraging customer feedback to keep your knowledge current.

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Why do you want to work at MeridianLink as a Client Support Specialist?

Tailor your response to reflect alignment with MeridianLink’s values, culture, and mission. Share personal stories about your passion for excellent customer support and your desire to be part of a company that values employee well-being and professional growth.

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How would you contribute to developing support delivery strategies at MeridianLink?

Share your ideas on how you can enhance support delivery, drawing from your past experiences and suggesting innovative methods for tracking inquiries, improving communication with clients, and training new team members.

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We democratize financial services technology and data so our clients can focus on what’s truly important: their employees, customers and communities.

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DATE POSTED
December 22, 2024

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