Bilingual Client Services Specialist
1 week ago
**What does a great Client Services Specialist do?**
As a Bilingual Client Services Specialist at InvestCloud, you will provide first level customer service-oriented technical support to InvestCloud clients in both the French and English language. You will also be responsible for clearly communicating technical solutions to our clients with the goal of high levels of customer satisfaction and loyalty.
This is a Canadian-based work-from-home position. Necessary equipment and resources will be provided to ensure the job responsibilities are sufficiently executed.
**How you will provide meaningful contributions**:
- Under general supervision, provide timely and accurate technical support to partners on InvestCloud products through both written and verbal communications.
- Manage the French language queue and prioritize responses.
- Prioritize and solve complex technical issues based on established processes and workflows, escalating as necessary.
- Collaborate with other members of the Client Services team to analyze and respond to customer inquiries and share best practices.
- Acquire and maintain necessary product knowledge, which is required in order to provide accurate solutions to customer inquiries.
- Record, track and document client requests, updating through to final resolution.
- Ability to meet and exceed performance metrics as outlined by the Client Services leadership team including quantity of cases, case quality, and client satisfaction.
- Manage work time efficiently in order to ensure that service level agreements with our clients are met.
**Basic Qualifications for Consideration**:
- Bachelor’s degree in Information Technology, Business, Communications or related discipline, plus one year of comparable work experience, or equivalent combination of education and experience.
- Experience in providing a positive customer experience, as well as effective verbal/written communication skills to explain technical information to nontechnical audiences.
- Fluency in both the French and English language.
- Demonstrated analytical skills and independent problem solving ability are required.
- Ability to manage time effectively and collaborate to achieve goals as part of a team
- Knowledge of financial planning industry helpful.
**About InvestCloud**
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
- InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law._
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