Analyst supporting customer journey mapping at Stefanini. Engaging in customer experience improvements for financial services and insurance products.
About the role
- Client Support Specialist managing client relationships and service delivery for Registered Agent products. Position located in Frisco, Texas, with hybrid work options.
Responsibilities
- Establishes a professional and trusting relationship with clients
- Effectively represents the Company's products and services using technical, organizational, and customer knowledge to influence customers and assist them in applying the products/services to their needs resulting in revenue generation
- Manages the delivery of products and services from needs analysis to close
- As needed, maintains the client’s entity management application
- Ensures that clients’ service orders are accurately communicated, tracked, and executed
- Communicates initial service transition requirements, and manages onboarding steps until client is “live”
- Identifies trends and additional service opportunities
- Serves as a conduit to internal business units and identifies opportunities to improve service delivery
- Maintains functional knowledge of Computershare’s processes, systems, products and services and communicate enhancements and modifications to clients
- Be an ambassador for Computershare within the industry
Requirements
- A minimum of one year of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail and/or legal industry
- Bachelor’s degree from an accredited college/university or equivalent B2B client service experience
- Ability to absorb product knowledge quickly and process information to apply to client needs
- Able to make sound business decisions and exercise discretion and judgment
- Experience generating add-on sales revenue preferred
- Strong analytical and problem-solving skills, along with excellent organizational, time management and multi-tasking skills
- Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook
Benefits
- Paid parental leave
- flexible working
- caring and inclusive culture.
- Health and well-being rewards that can be tailored to support you and your family, including medical, dental and vision.
- Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
- Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.
- Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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