Customer Support Specialist
$50,000 - $60,000/Yr
Cornerstone Advisors - Scottsdale, AZ
posted about 2 months ago
Full-time - Entry Level
Remote - Scottsdale, AZ
Professional, Scientific, and Technical Services
About the position
The Customer Support Specialist plays a crucial role in ensuring seamless operations and exceptional service delivery to clients at Cornerstone Advisors. This position is responsible for generating standard quotes and work orders across various services, providing customer support, managing documentation, and assisting with data analytics tasks. The specialist collaborates with internal teams to enhance operational efficiency and deliver high-quality service to clients.
Responsibilities
- Create standard quotes and work orders accurately and efficiently for various services offered by Cornerstone.
- Provide exceptional customer support by promptly addressing client inquiries and resolving issues.
- Manage documentation processes such as references, sales deck reviews, and DocuSign services.
- Collaborate with internal teams to provide operational and project management administrative support.
- Assist in data analytics tasks, including data collection, analysis, and reporting.
Requirements
- Bachelor's degree in Business Administration, Finance, or related field or equivalent experience.
- Proven experience in customer support or client services roles, preferably in the financial services industry.
- Intermediate proficiency in Microsoft Office suite (Outlook, Word, Excel, PowerPoint) and collaboration tools (Teams, SharePoint).
- Experience with Microsoft Dynamics ERP software is a plus.
Nice-to-haves
- Familiarity with DocuSign document management tools for managing electronic signatures.
- Basic understanding of data analytics concepts and proficiency in tools such as Microsoft Excel.
- Willingness and ability to quickly learn and adapt to new technologies and software tools.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
