Client Services Associate - Software - Tax Solutions
Core
Provide client support, troubleshooting, and product demonstrations for the Tax Utility solution to help financial services clients meet compliance needs.
Role type
Client Services Associate (Software Support)
Builds
Tax Utility platform for secure tax documentation exchange
Domain
Financial services / Tax compliance / Regulatory technology
Deliverable
client delivery
Required skills
Client support, Salesforce, email communication, basic troubleshooting, product demonstration, documentation, cross-functional collaboration
Preferred skills
Jira, regulatory & compliance experience, financial data operations
Responsibilities
Identify and track client queries via Salesforce Queue, provide timely responses to basic customer queries, deliver basic troubleshooting and escalate complex issues, provide product demonstrations, maintain documentation of client interactions, collaborate with Product, Engineering, and Sales teams
Seniority
Junior, entry-level IC