Associate, Field Service Group
Core
Provide field- and client-facing customer service and support, maintaining accurate records and queue standards for business processes and technology.
Role type
Associate, Field Service Group
Builds
Knowledge articles and process updates for field users and external clients
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Business process knowledge, issue escalation, research, record keeping, process improvement
Preferred skills
Salesforce contact management
Responsibilities
Provide accurate information on business processes, record and escalate product/operational/technology issues, research and respond to questions from field users and clients, draft and update knowledge articles, suggest process changes to reduce risk
Seniority
Entry-level, individual contributor
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