- This is a customer facing role that requires consistent engagement while on calls with our customers and a customer first attitude
- Be proficient with our solution, intelliflo Portfolio, covering portfolio reporting, billing and rebalancing. Future cross-training and support of additional intelliflo solutions will be required.
- Maintain a positive, cooperative, and professional relationship with our customers.
- Assist with the onboarding of new customers.
- Train advisors on the intelliflo Portfolio system capabilities available by completing one-on-one sessions.
- Increase solution adoption by highlighting additional features which would be beneficial to their overall business.
- Provide continuing education to customers on how to effectively use solution in their practices.
- Review customer requests with a sense of urgency, seeking out potential resolution.
- Work collaboratively with other teams for resolution of issues and following through to timely completion.
- Communicate proactively with customers regarding product and program information, supportability issues, and strategic plans where appropriate.
- Share best practices with team members to enhance the quality and efficiency of the Customer Experience.
- Participate in individual or team projects.
- Own quarter-end processing of quarterly performance statements for customers.
- Provide feedback on solutions through pre-release and post-release testing.
- A Bachelor's Degree in Finance, Financial Planning, or Accounting (or equivalent work experience)
- 1-3 years' experience in client service
- 1-3 years' financial services experience (highly preferred but not required)
- Experience with Salesforce (preferred but not required)
- Working knowledge of MS Windows, MS Office, system architecture and environments
- Ability to maintain excellent communication consistently while on customer calls and a consistent quality of service
- Ability to deliver quality service and problem-solving skills remotely to clients and communicate complicated concepts in a concise and articulate way
- Ability to prioritize and manage multiple complex issues and adapt to different challenges and changing priorities
- Able to successfully work with and contribute to a strong team
-
Technical Support Specialist
2 weeks ago
Perrigo Georgia, United StatesPerrigo Company is dedicated to making lives better by bringing Quality, Affordable Self-care products that consumers trust everywhere they are sold. Help us do it. · **Description Overview**: · Perform technology transfer activities for new and/or revised products and processes ...
-
Tech Support Specialist
1 week ago
Fiserv, Inc. Alpharetta, United States**Calling all innovators - find your future at Fiserv.** · We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of ...
-
Recovery Support Specialist-casual
3 weeks ago
Northwestern Medicine DeKalb, United States**Benefits** · - $10,000 Tuition Reimbursement per year ($5,700 part-time) · - $6,000 Student Loan Repayment ($3,000 part-time) · - $1,000 Professional Development per year ($500 part-time) · - $250 Wellbeing Fund per year($125 for part-time) · - Annual Employee Merit Increase an ...
-
Recovery Support Specialist-casual
1 week ago
Northwestern Medicine DeKalb, United States**Benefits** · - $10,000 Tuition Reimbursement per year ($5,700 part-time) · - $6,000 Student Loan Repayment ($3,000 part-time) · - $1,000 Professional Development per year ($500 part-time) · - $250 Wellbeing Fund per year($125 for part-time) · - Annual Employee Merit Increase an ...
-
Youth Support Specialist
1 week ago
AUNT MARTHAS HEALTH AND WELLNESS INC Park Forest, United StatesAunt Martha's Health and Wellness boldly commits to supporting the well-being of our communities, ensuring equity in access and delivering exceptional care inspired by a culture of innovation. We are taking a responsible approach to creating environments that allow us to do what ...
-
Support Specialist
2 weeks ago
Saicon Consultants Atlanta, United States**Support Specialist** · Location: Atlanta, GA · Posted On: 11/16/2021 · Requirement Code: 52344 · **Requirement Detail** · **Required :** · Previous fingerprint processing experience preferred Intermediate Microsoft Office skills · The CHRC Support Specialist will be requ ...
-
Support Specialist
2 weeks ago
Kids Connected Atlanta, United States**Support Specialist** · **Job Location:** Atlanta, GA **Description** · Kids Connected is an up-and-coming online marketplace for live classes and activities headquartered in Atlanta, Georgia. We provide an online platform where parents can enroll their kids in very affordable ...
-
IT Support Specialist
2 weeks ago
Culturetech Solutions Atlanta, United StatesJob Description · Job Description · Culturetech Solutions · is a people-oriented boutique services company. Long term relationships, consistent performance and sound management practices make us a favorite "go-to" company with our valued clients. We are veteran tech savvy indi ...
-
IT Support Specialist
3 weeks ago
Keen Logic Atlanta, United StatesKeenLogic is seeking to hire a Journeyman Document Specialist for the Center of Disease Control. The ideal candidate will have 2-3 years of experience with IT Support and be responsible for installing Windows image on all machines, unboxing/boxing equipment, inventory of equipmen ...
-
IT Support Specialist
2 weeks ago
Keen Logic Atlanta, United StatesKeenLogic is seeking to hire a Journeyman Document Specialist for the Center of Disease Control. The ideal candidate will have 2-3 years of experience with IT Support and be responsible for installing Windows image on all machines, unboxing/boxing equipment, inventory of equipmen ...
-
IT Support Specialist
1 week ago
JobsRUs Atlanta, United StatesPosition: IT Support Specialist · Pay: $25-$33/hour · Location: Los Angeles, CA (Hybrid/Remote) · Schedule: Monday-Friday, 8:00 AM - 5:00 PM with flexibility · Job Description: · We are seeking a skilled IT Support Specialist to assist with daily operations within our IT departme ...
-
IT Support Specialist
4 weeks ago
V-Soft Consulting Group Atlanta, United StatesIT Support Specialist (100% Remote) · Primary Location: Atlanta, Georgia · V-Soft Consulting is currently hiring for an IT Support Specialist (100% Remote) for our premier client. · Education and Experience " Bachelor's degree in related field from accredited college or unive ...
-
IT Support Specialist
5 days ago
SmartCommerce Atlanta, United StatesJob Title: IT Support Specialist. · Department: APP-IT. · Reports to: VP, Corporate Compliance & Security?. · Experience Required: At least 2 years working in a similar support role. · Salary Range: $48,000 - $53,000 · Supervisory/Training Responsibilities: This role does no ...
-
IT Support Specialist
2 weeks ago
Tradeshift Atlanta, United States**IT Support Specialist** · Atlanta, GA, USA · Employees can work remotely · Full-time · Department: IT · **Company Description** · **About Tradeshift** · Tradeshift is a unicorn in the fintech industry. We are disrupting a typically stagnant environment by connecting comp ...
-
IT Support Specialist
2 weeks ago
Keen Logic Atlanta, United StatesKeenLogic is seeking to hire a · Journeyman Document Specialist · for the Center of Disease Control. The ideal candidate will have 2-3 years of experience with IT Support and be responsible for · installing Windows image on all machines, unboxing/boxing equipment, inventory of ...
-
IT Support Specialist
2 weeks ago
Culturetech Solutions Atlanta, United StatesJob Description · Job DescriptionCulturetech Solutions is a people-oriented boutique services company. Long term relationships, consistent performance and sound management practices make us a favorite "go-to" company with our valued clients. We are veteran tech savvy individuals ...
-
IT Support Specialist
2 weeks ago
JobsRUs Atlanta, United StatesJob Description · Job Description · Position: IT Support Specialist · Pay: $25-$33/hour · Location: Los Angeles, CA (Hybrid/Remote) · Schedule: Monday-Friday, 8:00 AM - 5:00 PM with flexibility · Job Description: · We are seeking a skilled IT Support Specialist to assist with ...
-
IT Support Specialist
1 week ago
SmartCommerce Atlanta, United StatesJob Description · Job DescriptionJob Title: IT Support Specialist. · Department: APP-IT. · Reports to: VP, Corporate Compliance & Security?. · Experience Required: At least 2 years working in a similar support role. · Salary Range: $48,000 - $53,000 · Supervisory/Training Respon ...
-
IT Support Specialist
2 weeks ago
UserTesting Atlanta, United StatesDiscover insights Uncover insights about any experience · **Drive results** · Excellence from each of us is required for our shared success. Were focused on results and work with a sense of ownership and urgency. · **Health and wellness** · We focus on total wellness. We offe ...
-
IT Support Specialist
3 days ago
Crimson Enterprises Riverdale, United StatesOur employees - motivated individuals who fit in with us. Because we give them space to use their individual strengths and take on responsibility. Join our team, grow beyond yourself and shape the future of Continentale, EUROPA and Mannheimer together - three strong brands, one n ...
intelliflo - Implementation & Support Specialist (Remote) - Atlanta, United States - Intelliflo
Description
intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best - as people and businesses - by working together and always striving to get better without fearing failure.
We're not looking for a 'culture fit'. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn't about finding the person who fits in; we want people who stand out.
Who is intelliflo?
Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.
We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Job Description
Your point of view is our point of difference
intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that personal and corporate growth is best achieved by working together and always striving to get better without fearing failure.
Who is intellifo?
We truly believe that sound financial advice has the power to transform lives for the better, and should therefore be accessible to the many, not the few. intelliflo widens access to financial advice globally through leading technology which powers the advisory experience.
Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over USD 1 trillion assets serviced across our platforms.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Your Role:
We are seeking a dynamic, highly motivated, and enthusiastic individual to join our RIA Support Team. This person's primary responsibility will be to provide a high level of support for our financial advisor customers. This includes new customer onboarding, responding to customer requests for assistance, managing and coordinating the escalation of support requests, identifying, and documenting new customer requirements and enhancements, and building a working relationship with our customers.
What you would be responsible for:
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
intelliflo's workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply. Please consult with your Talent Acquisition contact during the interviewing process.
What's in it for you?
intelliflo offers industry-leading Total Rewards that help you thrive - in and out of the office, including competitive pay, retirement savings plans, generous health and wellness benefits, and much more.
Our commitment to diversity, equality, and inclusion
Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today's evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. Individuals seeking employment at intelliflo are considered without regards to race, religion, color, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, military or veteran status; or any other characteristic protected by applicable laws.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.