Client Services Associate - Software - Tax Solutions
Core
Provide client support, troubleshooting, and product demonstrations for the Tax Utility platform to help financial services clients meet compliance needs.
Role type
Client Services Associate (Software Support)
Builds
Tax Utility platform for tax operations and compliance
Domain
Financial services / Tax compliance / Regulatory technology
Deliverable
client delivery
Required skills
Client support, basic troubleshooting, product demonstration, Salesforce usage, regulatory compliance knowledge, financial data operations
Preferred skills
Jira usage
Responsibilities
Track and prioritize client queries via Salesforce, respond to basic customer issues across Tax Solution products, escalate complex queries to experts, deliver product demonstrations, document client interactions, collaborate with Product and Engineering teams
Seniority
Entry-level (0-2 years experience)
