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    Customer Service Specialist - Cary, United States - Beta Plus Technologies, Inc.

    Beta Plus Technologies, Inc.
    Beta Plus Technologies, Inc. Cary, United States

    2 weeks ago

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    Description

    Mediant, a BetaNXT company, provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Mediant's innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.

    Customer Service Specialist Overview:

    The Customer Service Specialist will act as a point of contact for our broker clients' inquiries, regarding their broker suite of products offered by Mediant BetaNXT. Those could include any of the following:

    • U.S. and Canada Proxy services
    • Corporate actions communications and/or Reorg Manager (our election capture platform)
    • Post-sale or first dollar prospectus delivery
    • Regulatory communications for investment companies
    • Global proxy services
    The Customer Service Specialist will provide high-quality customer service experience by delivering accurate, efficient, and timely responses to all inquiries and/or requests for assistance pertaining to the products and services mentioned above. This is a hybrid position and we are looking for someone to come into our Cary, NC office 3 times a week.

    Duties and Responsibilities of the Customer Service Specialist:
    • Manage, respond, and track broker client requests. Additionally identifying and assessing broker client's needs to achieve satisfaction.
    • Handle customer inquiries, provide appropriate solutions and alternatives within set time frames; follow up to ensure resolution.
    • Build sustainable relationships and trust with broker clients through open and interactive communication.
    • Provide accurate, valid, and complete information in a timely manner. This would be achieved by identifying using the appropriate methods, tools and resources.
    • Escalate inquiries to the applicable team for assistance, when necessary.
    • Manage reporting and internal database reporting systems.
    • Work with product services operations and teams to ensure quality control standards are met.
    Skills and Experience of the Customer Service Specialist:
    • 2+ years of experience in Business Operations/Financial Services or Customer Service role.
    • Must be able to organize, prioritize and complete tasks within established time constraints.
    • Able to work in a high-pressure environment and meet numerous deadlines.
    • Knowledge of broker-dealer, bank or mutual fund operations is a plus.
    • Proven customer support experience or experience as a customer service representative
    • Knowledge in Microsoft Suite.
    • Solid verbal and written communications skills.
    • Excellent research skills and attention to detail.
    • Ability to multitask, prioritize and manage time effectively.
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