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Client associate

Fiduciary Technology Partners
Stamford, CT Full Time
POSTED ON 5/17/2024 CLOSED ON 5/24/2024

Job Posting for Client associate at Fiduciary Technology Partners

Client Services Success Associate

Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure.

Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work schedule.

Responsibilities

Serves as initial point of contact for a variety of customer service / support issues via support ticket, phone & regular meetings

  • Works with Clients and colleagues to identify and solve accounting and system issues
  • Identifies product / process issues and / or trends that need improvement
  • Works with in-house development team to design and test new features, enhancements & bugs through the QA process
  • On-boarding of new Clients, data review, and training of Clients

Serves as initial point of contact for a variety of customer service / support issues

and / or Edit User Guides for Clients for new features

Qualifications

  • A completed 4 year degree
  • Accounting / Finance experience
  • Articulate; client service oriented; comfortable interacting with high-level clients
  • Ability to develop relationships with clients; good interpersonal skills
  • Outstanding organizational skills and ability to prioritize between high level projects
  • Team player with positive attitude that instinctively anticipates team needs and
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Strong interest in technology and familiarity with Jira & SQL preferred
  • Strong proficiency in MS Word, Excel, and Outlook

    • Last updated : 2024-05-17

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