Job Overview
The role involves being one of the main contacts of clients in providing them support on maximizing the use of the product. On a day-to-day basis, the Associate’s time is spent addressing client questions and requests about the Platform and Excel and is also responsible for escalating issues and inquiries to other teams if necessary, communicating with internal content teams, account management, and sales.
Responsibilities
- Associates consult with our clients on the best and most efficient way to achieve quality results.
- Associates must be able to explain our collection process as well as the methodologies behind our calculations.
- Problem-solving – providing creative solutions to meet our clients’ needs.
- Associates assist our clients in building financial models.
- In addition to their daily responsibilities, Associates will also have the opportunity to specialize and receive additional training on the platform and the Industry which is Insurance.
Qualifications
- Overall successful candidates are bright, fast learners with a strong interest in learning about finance and the insurance industry.
- Fresh Graduates are welcome to apply.
- 1-2 years of Client Services experience, preferably in the financial industry, would be an advantage.
- Sound working knowledge of Microsoft Excel.
- Desire and flexibility to learn and grow in an ever-changing environment.
- Must have excellent oral and written English communication skills.
- Must be open for a rotational shift schedule. including the night shift.
- Must be open to learning about the Insurance Industry and corporate finance.