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    Client Success Associate - Stamford, United States - Fiduciary Technology Partners

    Fiduciary Technology Partners
    Fiduciary Technology Partners Stamford, United States

    3 weeks ago

    Default job background
    Description
    Client Services Success Associate
    Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work schedule.

    Responsibilities

    Serves as initial point of contact for a variety of customer service/support issues via support ticket, phone & regular meetings
    Works with Clients and colleagues to identify and solve accounting and system issues
    Identifies product/process issues and/or trends that need improvement
    Assists in support of software solutions provided to customer
    Works with in-house development team to design and test new features, enhancements & bugs through the QA process
    On-boarding of new Clients, data review, and training of Clients
    Serves as initial point of contact for a variety of customer service/support issues

    and/or Edit User Guides for Clients for new features
    Qualifications
    A completed 4 year degree
    Accounting/Finance experience
    Articulate; client service oriented; comfortable interacting with high-level clients
    Ability to develop relationships with clients; good interpersonal skills
    Outstanding organizational skills and ability to prioritize between high level projects
    Team player with positive attitude that instinctively anticipates team needs and
    Self-starter with excellent anticipation skills; problem solving; follow up
    Strong interest in technology and familiarity with Jira &

    SQL preferred
    Strong proficiency in MS Word, Excel, and Outlook

    #J-18808-Ljbffr
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