Job Summary
The Client Services Representative is a vital role in supporting customers and managing document requests and product inquiries for Capital Markets and Investments/Mutual Funds. This position serves as the primary contact for Workiva products and services, ensuring accurate and timely delivery of client requests.
Main Responsibilities:
* Provide prompt service to clients throughout the completion of transactions and regulatory reporting cycles.
* Complete routine service requests, such as document imports and document edits, as well as routine customer support requests.
* Create and link source financial data in Workiva Spreadsheets.
* Ensure accuracy of documents through review of work completed.
* Escalate customer issues to appropriate team members while remaining accountable to customers.
* Support the Client Services Department on ancillary service projects.
Key Qualifications:
* Education: A degree in a related field or equivalent experience is required.
* Skills: Self-motivated with a strong propensity for action, results, and continuous improvement; ability to work successfully in a rapidly changing environment; strong organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously.
* Experience: Background in accounting/finance industry is preferred; previous customer-facing role(s) is preferred.