The Customer Support Representative will activate client accounts, manage inquiries, troubleshoot issues, and collaborate with technical teams, ensuring high customer satisfaction.
Who Are We:
Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.
To learn more about Comply, visit comply.com
The Role
Comply is looking for a polished, passionate, and empathetic Customer Support Representative to join our dynamic team and take our highly-rated customer support services to the next level! In this role, you will be responsible for acting as a liaison between Technical Support and Product Teams to advocate our client’s needs, managing client account activation implementations to meet deadlines, and gathering customer feedback to improve processes. Our ideal candidate is patient with investigating and troubleshooting to effectively resolve issues, has a “How Can I Help” mindset, and thrives in a fast-paced environment focused on providing an exceptional customer support experience. If you are genuinely excited to help customers, problem-solving comes naturally to you, and you strive to exceed customer support expectations, let’s connect!
This position has high expectations as you will have extensive exposure to our Product Management and Sales teams at all levels. If you excel in this role, there is potential for advancement, learning, and overall career development within the organization!
Responsibilities:
- Perform set-up and configurations within the Comply platform to effectively activate new client accounts.
- Respond efficiently to customer inquiries and maintain exceptional customer satisfaction.
- Manage customer account activation implementations to ensure customer satisfaction and meet deadlines.
- Review and interpret data received from various sources, identifying any discrepancies in data received and accurately uploading the data into the Comply platform.
- Prioritize incoming customer support cases in a high-volume, fast-paced environment.
- Manage support case details in our case tracking system.
- Respond to customer questions, update clients on project status, and troubleshoot issues promptly.
- Collaborate daily with our Technical Support and Product Development teams to represent our customers’ needs, both immediate and long-term.
- Manage multiple projects simultaneously, prioritize tasks, and reach deadlines.
- Provide efficient productivity and exceed client’s expectations for support.
Skills and Qualifications:
- Must be open to working multiple West Coast hour shifts including:
- West Coast Shift 1: 9AM(PST) -5PM(PST) Monday through Friday.
- West Coast Shift 2: 12PM(PST)- 8PM(PST) Sunday through Thursday.
- West Coast Shift 3: 9AM(PST)-5PM(PST) Monday through Thursday, and 1:00PM-9:00PM (PST) on Friday.
- Bachelor’s Degree with 0-3 years of work experience
- Must be open to work evenings, occasional weekends, and/or holidays.
- Major in Accounting, Finance or Economics is a plus!
- Excellent customer-facing and communication skills, both written and verbal.
- Ability to accurately analyze and interpret data.
- Exceptional organizational and time management skills.
- Superior troubleshooting, resolution, and analysis skills.
- Ability to perform complex tasks and prioritize multiple projects.
- Previous experience in a high-volume call environment and/or customer support role is a plus!
- Experience with Salesforce.com (or other CRM systems), SaaS technology, MS Office, and software support is a plus!
To learn more about our values, mission and the wide-range of perks offered to employees at COMPLY, visit https://www.comply.com/careers/.
COMPLY is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.
Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
COMPLY is aware of scammers posing as COMPLY employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.
To learn more about our values, mission and the wide-range of perks offered to employees at Comply, visit https://www.comply.com/careers/.
Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.
Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.
Top Skills
Crm Systems
MS Office
SaaS
Salesforce
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