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    Client Service Associate - Minneapolis, United States - Insight Global

    Insight Global
    Insight Global Minneapolis, United States

    3 weeks ago

    Insight Global background
    Description
    Job Description

    Insight Global is seeking a Client Service Associate for one of its largest financial clients.

    In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise.

    You will be in charge of taking calls, troubleshooting user support questions, answering emails, keeping records of all interactions, and other daily tasks as they're assigned.


    A breakdown of the position is as follows:

    • Provide accurate information on business processes that the associate supports. Accurately record and escalate product, operational, or technology issues to the appropriate owner. Understand required accountabilities in the area in which the Associate works. (60%)
    • Research, respond, and follow-up with assistance from other team members as required to questions from field users, external clients, Operations, and other Business Units. Associate will draft basic knowledge articles, as well as make changes and updates for review by leaders. (20%)
    • Escalate questions to the appropriate senior associates within FCSS. (10%)
    • Reduce risk by suggesting process changes or modifications as appropriate. (5%)
    • Perform other duties and responsibilities as assigned. (5%)


    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
    .

    Skills and Requirements

    • 2 years within a customer service background
    1+ year of phone experience

    Customer service orientated

    Fast learner College degree

    Finance background

    Salesforce knowledge null


    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal employment opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
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