Client Support Specialist - Fund Accounting
Core
Provide specialized client support for fund accounting software solutions, resolving technical and workflow questions via phone, chat, and email.
Role type
Client Support Specialist (Fund Accounting)
Builds
Fund accounting software solutions for financial clients
Domain
Financial Services / Fund Accounting
Deliverable
client delivery
Required skills
Fund accounting knowledge, accounting software proficiency, CRM system familiarity, technical troubleshooting, client communication, process documentation
Preferred skills
Software product support experience, Zendesk experience, Bachelor's degree in related field
Technologies
Fund accounting software, CRM systems, Zendesk
Responsibilities
Respond to client inquiries via phone, chat, and email; investigate and resolve software issues; escalate technical matters; maintain product knowledge; deliver training on software features; contribute to process improvements.
Seniority
Individual Contributor
