Customer Support Representative

🕒 4 days ago

🇺🇸 United States – Remote

💵 $45k - $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 0%

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COMPLY

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🛡️ Insurance

📋 Compliance

Consulting • Insurance • Compliance

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

• Set up and configure new client accounts in the Comply platform and manage activations to hit deadlines • Respond to customer inquiries, answer questions, update clients on status, and troubleshoot issues • Prioritize and manage incoming support cases in the case-tracking system in a high-volume environment • Review and interpret data from various sources, identify discrepancies, and upload data accurately into the platform • Partner daily with Technical Support and Product Development to represent customers’ immediate and long-term needs • Manage multiple projects simultaneously, prioritize tasks, and reach deadlines • Provide efficient productivity and exceed clients’ expectations for support • Activate accounts and resolve common issues independently • Manage the case queue and meet response and satisfaction targets • Identify process or product improvements based on customer feedback

🎯 Requirements

• 0–3 years of work experience • Bachelor’s degree or equivalent experience • Major in Accounting, Finance or Economics preferred • Excellent customer-facing communication, written and verbal • Strong troubleshooting, analysis, and resolution skills • Ability to accurately analyze and interpret data • Exceptional organization and time management; comfortable prioritizing multiple projects • Willingness to work the West Coast schedule, including occasional evenings/weekends/holidays • Previous experience in high-volume call or customer support environments is nice to have • Experience with Salesforce or another CRM, SaaS technology, MS Office and software support is nice to have • Applicants must be authorized to work for any employer in the United States • Comply is unable to sponsor or take over sponsorship of an employment Visa at this time

🏖️ Benefits

• Overtime will be provided • Applicable bonus/benefit offerings • Wide-range of perks offered to employees • Remote work in the United States

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