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Client Services / Support


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Job Description:

 

Open E Cry, LLC is seeking an experienced, energetic, enthusiastic, and hard working Client Services Representative to help support our rapidly growing client base. Candidate will work as part of a team in a dynamic environment of change and growth, with exposure to cutting-edge technology.

 

 

Roles and Responsibilities:

 

 

* Diligent follow-up with prospective clients regarding OEC software, services and account opening

 

* Responsible for helping move direct leads through process to open a Trading Account at OEC

 

* Monitor and prioritize leads received via OEC contact methods

 

* Communicate with leads on the value of OEC software and clearing services

 

* Respond to cases submitted thru website related to sales queries

 

* Check client account balances and adjust rates as required

 

* Act as primary point of contact within company for all clients contacting Support through the varied mediums available to request support (including Live Chat through OEC Website, CRM and Ticket System)

 

* Monitor rejected statements and resolve technical issues

 

* Perform webinars and scheduled walkthroughs with current and prospective clients requesting additional detail on application usage

 

* Act as primary source for internal resources for client commission adjustments

 

* Perform all Advanced Problem Research prior to elevating issues to level 2 or 3 support

 

* Provide support for all applicable software which is used by OEC clients whether proprietary or 3rd party

 

* Use deep subject matter/functional expertise, influence and process skills to help customers identify and meet their high priority needs

 

* Jointly develop practical implementation plans for problem resolution

 

* Generate practical, sustainable and creative options to solve problems and create new business opportunities, while maximizing existing resources

 

* Proactively develop and maintain technical knowledge in specialized area(s), remaining up-to-date on current software, trends and best practices

 

* Perform assessments and listen to customers to understand and anticipate their needs and determine their priorities in the context of the overall enterprise

 

* Key resource in developing training curricula

 

* Primary resource for maintaining FAQs, Knowledge Base and internal support documentation

 

* Maintain knowledge of OEC software and 3rd party software to educate and sell potential customers

 

* Perform QA related activities as required

 

 

 

Qualifications:

 

 

* Bachelor's Degree in a Computer Science, Business, Marketing or related discipline preferred

 

* Minimum 2 years related experience in financial services sales / support / help desk required

 

* Excellent analytical & communication skills

 

* Experience with QA and Testing

 

* Ability to work under pressure

 

 

Well-qualified candidates can send their resumes to jobs@openecry.com or apply through the link below.

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