Customer Support Representative

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COMPLY

WebsiteLinkedInAll Job Openings

201 - 500 employees

📋 Compliance

💸 Finance

☁️ SaaS

Compliance • Finance • SaaS

COMPLY is a comprehensive compliance solutions provider specializing in helping financial services firms navigate state or SEC compliance regulations. Offering software coupled with consulting, education, and support, COMPLY serves a broad range of clients including broker-dealers, hedge funds, insurance companies, investment advisers, and private equity firms. Their solutions include compliance program management, employee compliance monitoring, risk assessments, regulatory filings, and educational services to elevate compliance programs. With a strong focus on regulatory expertise, COMPLY empowers firms to maintain compliance and manage risks effectively.

📋 Description

• Perform set-up and configurations within the Comply platform to effectively activate new client accounts. • Respond efficiently to customer inquiries and maintain exceptional customer satisfaction. • Manage customer account activation implementations to ensure customer satisfaction and meet deadlines. • Review and interpret data received from various sources, identifying any discrepancies in data received and accurately uploading the data into the Comply platform. • Prioritize incoming customer support cases in a high-volume, fast-paced environment. • Manage support case details in our case tracking system. • Respond to customer questions, update clients on project status, and troubleshoot issues promptly. • 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 client’s expectations for support.

🎯 Requirements

• Bachelor’s Degree with 0-3 years of work experience • Must be open to working multiple West Coast hour shifts including: West Coast Shift 1: 9AM(PST) -5PM(PST) Monday through Friday. • West Coast Shift 2: 12PM(PST)- 8PM(PST) Sunday through Thursday. • West Coast Shift 3: 9AM(PST)-5PM(PST) Monday through Thursday, and 1:00PM-9:00PM (PST) on Friday. • Must be open to work evenings, occasional weekends, and/or holidays. • Major in Accounting, Finance 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, and software support is a plus!