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Client Services Specialist II

extra holidays
Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Two years of experience in a similar role or related field., A college degree in a non-technical discipline or equivalent on-the-job training., In-depth knowledge of the KeyStone product and its modules., Ability to mentor and assist junior staff..

Key responsabilities:

  • Support client needs by managing Help Desk tickets and incoming support calls.
  • Act as a subject matter expert in a specific area of the core system.
  • Provide after-hours client support on a rotating basis.
  • Maintain records of client requests and resolutions through the Help Desk system.

Corelation, Inc. logo
Corelation, Inc. Financial Services SME https://www.corelationinc.com/
51 - 200 Employees
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Job description

Description

Voted Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there! When you join the Corelation Team, you are embarking on a journey of professional and personal development.


What We Are Looking For

Responsible for supporting client needs through the organization and completion of Help Desk tickets, as well as incoming support calls and other channels. Responsible for specializing in an area of the core system to act as a subject matter expert for clients, vendors, and peers. Displays in-depth knowledge of a complex module in the system. Provides mentoring and assistance to Level I ticket escalation through specific ticket assistance.

Requirements

· Aid in the organization, research, communication, and resolution of Help Desk tickets for clients after conversion.

· Provide immediate assistance for incoming client calls, either through direct resolution or through proper escalation as client needs dictate.

· Ensure prompt resolution is provided whenever possible, and prompt escalation is completed whenever required.

· Maintain a solid understanding of the KeyStone product at large and an an in-depth understanding of the assigned area of specialization on KeyStone.

· Provide after-hours client support on a rotating basis.

· Ensure the requisite records of all client requests and resolutions are maintained through the Help Desk system.

· Provide high-level demonstrations and discussions of system functionality to clients as needed.

· Assist in client preparation for system releases and changes.

· Provide Level I support of ticket escalation.

· Mentor, train and assist Client Service Specialist I staff as needed

· Performs other duties as assigned.


Why You Are The Perfect Fit

Experience

Two years of similar or related experience.


Education

(1) A college degree (non-technical discipline) or (2) multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or (3) in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training.


Why We Are Your Perfect Fit

Benefits Include but not limited to:

Medical, Dental, Vision, Life Insurance

401(K) Match

Discretionary profit share

Discretionary annual bonus

Wellness Programs: Yoga and Massages

Bi-Weekly engagements (coffee tastings, trivia, etc.… )

Community Involvement

Professional Development Growth Days

Vacation Days

Floating Holidays

Sick Days

Parental leave

What you can be a part of:

Company Band

Book Club

Basketball

Flag Football

Volleyball

DEIA groups


Pay Range:

*Range depends on geographic metro / zone, budget, and experience.*


*Any use of AI during the application screening and interview process will result in disqualification*

Salary Description
$59,613 - $70,133

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Mentorship
  • Collaboration
  • Communication
  • Problem Solving

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