What are the responsibilities and job description for the Implementation Specialist position at Apex Systems?
Role Overview
First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services
Key Responsibilities
Manage dedicated email inbox, prioritize, client requests, case and implement eligible items;
- Create a case/package for tracking and monitoring
- Receive and respond to implementation requests received by email and questions from internal partners.
- Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.
Required Skills
- Client focused with the ability to conduct discussions with clients in a confident manner.
- Excellent communications skills.
- Ability to work under pressure in a team environment.
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
- Previous Financial Service experience.
Salary : $28