Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Client Services Specialist providing technical support and customer service for Finastra's software solutions. Responsible for resolving client inquiries and ensuring effective product usage.
Responsibilities
- Provide excellent customer service by responding to various requests, issues, and inquiries from clients, ensuring that they can use the product effectively and efficiently according to their needs.
- Demonstrate strong technical skills and knowledge by understanding and replicating the reported issues in the Client and Finastra environments, performing in-depth technical investigations with root cause analysis, and offering adequate solutions where possible or detailed analysis to the stakeholder teams, with minimal assistance.
- Ensure timely and clear communication with the clients by updating them on the progress and status of the issue resolution, tracking and following up on the issues sent to other departments, and participating in client meetings and WebEx sessions as needed, focusing on the client's satisfaction and product quality.
- Validate the fixed defects thoroughly by testing the described scenarios and confirming that they are resolved.
- Escalate the issues with the Team Leader and/or Manager when needed, providing relevant information and analysis.
- Ability to document in detail in all interactions, troubleshooting, testing and research case ticketing system visible to clients.
- Create knowledge base articles or other technical documents to drive self service solutioning for clients via client portal.
- Provide feedback and suggestions for product improvement and enhancement, based on the experience with the customer issues and the product knowledge acquired.
- Collaborate and communicate effectively with the team members and other internal stakeholders, sharing knowledge, best practices and relevant information, and supporting each other to achieve the team and organizational goals.
Requirements
- University degree in Computer Science, Mathematics, Business IT or related major or equivalent job experience
- Debugging skills and experience with debugging tools, audit logs, etc.
- Medium expertise with Windows Operating System
- Medium expertise with networking, firewalls, and IP addresses
- Excellent written and verbal communication in English
- Analytical abilities, attention to detail, stability, responsibility as well as customer focus
- Ability to work independently as well as part of a customer facing team
Benefits
- Flexibility: Enjoy unlimited vacation, based on your location and business priorities.
- Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
- Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
- Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
- ESG: Benefit from paid time off for volunteering and donation matching.
- DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
- Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
- Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Media Consultant developing integrated cross - media strategies for advertising campaigns. Collaborating with expert teams within the Mediaplus group to execute planning and client services.
Director of Client Service Management working with Fidelity to support next - generation transfer agent operations. Building client relationships and improving operational health through strategic oversight and collaboration.
Tax Director responsible for managing private client services at CBIZ, driving revenue growth, and ensuring quality control. Requires extensive experience in public accounting and leadership skills.
Client Service Specialist at hand2mind, responding to customer inquiries and managing order fulfillment for key B2B accounts. Focus on exceptional service and problem - solving in a fast - paced environment.
Client Service Associate at Optimal facilitating connections between clients and market experts. Seeking individuals passionate about a career in a dynamic, global environment.
Tax Director managing client relationships for public accounting firm. Driving business growth and providing strategic advisory services to existing clients while ensuring quality control.
Client Service Representative handling customer service duties at VCA Veterinary Emergency Service. Supporting clients in an emergency and specialty veterinary facility in Middleton, WI with various shifts available.
Client Service Specialist supporting sales and client management staff in health insurance solutions. Handling administrative tasks and client communication to enhance workflows and responsiveness.
Client Services Officer managing public transport and clearway parking enquiries for the Department of Transport and Planning. Providing advice, processing payments, and ensuring accurate record keeping in Melbourne.