Customer Support Representative

🔥 7 minutes ago

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Comply

WebsiteLinkedInAll Job Openings

201 - 500 employees

📋 Compliance

💳 Fintech

☁️ SaaS

Compliance • Fintech • SaaS

Comply is a regulatory compliance technology company (formerly ComplySci and RIA in a Box) that offers an integrated compliance platform and services for financial services firms. The platform provides solutions for employee compliance (trade monitoring, code of ethics, conflicts of interest), firm compliance (compliance calendar, risk assessments, annual review, policy builder), communications & archiving, political contribution and outside business activity monitoring, case management, reporting & analytics, and ComplyAI agentic capabilities (MCP Server) enabling teams to build custom AI agents. Comply serves private funds, wealth management & RIAs, broker-dealers, investment banks, endowments and other financial institutions, and provides services including registration, regulatory filings, managed services, consulting, and education.

📋 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 • 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!

🏖️ Benefits

• All-in total compensation of $49,500 - $55,000 • Applicable bonus/benefit offerings