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Global Financial Support Specialist
2 months ago
Job Summary
We are seeking a skilled Financial Operations Service Provider to join our Operations team at PCR Financial Aggregation.
About the Role
As a Financial Operations Service Provider, you will be responsible for servicing inbound requests from our growing client base and coordinating timely resolution from within the support team or through coordinating the efforts of other operations and technology teams.
Key Responsibilities
- Respond to inbound requests by email or ticket promptly and professionally.
- Triage all requests and resolve or route to correct team member.
- Maintain awareness of the severity of issue and adjust servicing accordingly.
- Manage process to applicable service level for response and resolution time.
- Escalate unresolved issues as needed to supervisors and other management.
- Contribute to knowledgebase and be a generous sharer of information.
- Champion root cause analysis and remediation for recurring issues.
- Identify enhancements that may reduce support issues.
Requirements
- Excellent verbal and written communication skills.
- Enjoy a fast-paced environment with consistent deadlines.
- Analytical and detail-oriented problem solver.
- Curious learner who independently seeks out knowledge of our solutions.
- Cool under pressure in the event of client escalations.
- Proactive communicator who recognizes the value of interim updates.
About PCR Financial Aggregation
PCR Financial Aggregation is a fast-growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions.
What We Offer
We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility, and work-life balance, and a safe place to work.
