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Role
• Provides first tier technical and process support directly for inquiries for Business Operation’s platforms, to include support related to workflow, customer profiles, and record adjustments
• Leads onboarding and training to business users to help drive increased adoption of functionality and productivity tools
• Under general supervision, supports investigation and resolution of issues, concerns and requests
• Conducts periodic Quality Control checks and Data Audits
• Supports the Business Operations Solutions team in the daily management and maintenance of the operational systems used across Advisors
• Supports platform maintenance and enhancements as defined in the operations roadmap for integration and improvements
All About You
• BS/BA degree or combination of experience and formal education
• Experience contributing to the delivery of accurate and timely resolutions to inquires under direct guidance
• Demonstrates strong knowledge of customer service standards, processes and tools
• Demonstrates ability to contribute to support projects/inquiries
• Strong verbal and written communication skills
• Advanced software skills; proficient in Salesforce, Microsoft Word, Excel and PowerPoint (must)
• Proven team player with excellent interpersonal skills
• Detailed driven and results oriented
• Ability to work independently and maintain confidentiality
• Keen analytical and proven problem solving skills