Customer Service Specialist - Cary, United States - BetaNXT Inc

Description

Job 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.