Client Support Specialist – Fund Accounting

This is a fully remote position, open to applicants in United States.

📋 Description

• Respond to clients’ software inquiries through phone calls, chats, and emails, prioritizing breaches of the Service Learning Agreement (SLA).

• Address and resolve client queries.

• Work collaboratively with internal team members to identify software solutions.

• Escalate software-related issues as necessary.

• Develop and sustain an extensive understanding of Foundant products.

• Facilitate smooth transitions for clients between team members and external teams.

• Maintain a proactive and solutions-focused approach to problem identification and resolution.

• Collaborate with team members to strategize and enhance the client experience.

• Foster cross-team communication with leadership and other team members.

• Deliver internal and external training on selected Foundant software products and their functionalities.

• Participate in ongoing process improvement initiatives within and across Client Support departments.

• Ensure consistent availability of support during all designated hours.

• Assist with client-related projects as needed.

• Perform additional duties as assigned.

⛳️ Requirements

• Minimum of one year experience in client and/or customer service within an IT services company and/or related field.

• Knowledge of Customer Relationship Management (CRM) software.

• Prior experience in finance or accounting, or demonstrated proficiency with accounting software.

• Strong client satisfaction-focused mindset.

• High attention to detail for accuracy and timely delivery.

• Outstanding verbal and written communication abilities.

• Excellent time management skills for handling multiple tasks and deadlines concurrently.

• Capability to quickly learn new software applications.

• Experience adapting to change in a fast-paced environment.

• Preferred: Previous experience in Client Support at Foundant Technologies.

• Preferred: Bachelor’s degree in a relevant field.

• Preferred: Familiarity with Zendesk.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Tuition reimbursement programs.

• Lifestyle reimbursement options.

• Tailored mindfulness and fitness initiatives.

• Flexible Paid Time Off (PTO) policy.

• Opportunities for professional and personal development.

• Structured pathways for professional growth.

• Internal mobility and chances to explore new roles and leadership opportunities.

• Autonomy and responsibility in job functions.

• Employee recognition programs.

• Accommodations provided throughout the interview and employment process.