Customer Success Associate - Wealth Mgt. Software

JOB DESCRIPTION

Position Title: Customer Success Associate

Location: Cornelius, NC

Employment Type: Full-Time M-F, Exempt

Degree: 4-Year Degree

Minimum Experience: 3 Years

Position Summary:

The Customer Success Associate is responsible for initial relationship management of all Infovisa clients. The primary role of this position is to provide first level support to Infovisa’s clients. This support includes, but is not limited to, troubleshooting a variety of systems or process related operational issues and training client staff on utilization and functionality of the software. The Customer Success Associate also participates in regular testing of the products offered by Infovisa.

Essential Functions of Customer Success Associate:

• Deliver outstanding service to all Infovisa customers
• Act as subject matter experts on Infovisa products
• Provide in-depth support to Infovisa clients by resolving incoming inquiries using various tools
• Plan, coordinate and conduct training for new and existing Infovisa clients online and in-person
• Develop proficiency in products and services built and supported by Infovisa 
• Effectively explain system functionality and business processes to team members and clients
• Troubleshoot and research issues reported by customers in a timely manner using a variety of methods
• Prepare end-user and internal documentation
• Assist with quality assurance testing for all products offered by Infovisa
• Communicate effectively with product teams to relay client feedback
• Participate in daily or weekly stand-up meetings as well as provide weekly status reports to leadership
• Prepare and coordinate internal training with peers
• Manage other duties and responsibilities as assigned

Other Desired Qualifications:

• Bachelor’s degree preferred
• Three years professional work experience
• Proficient knowledge of Trust Operations, Wealth Management or other investment related experience preferred
• Proficient in Microsoft Office products
• Ability and willingness to travel

Infovisa, Inc. is an Equal Opportunity Employer. We welcome all qualified candidates who can legally work in the United States. We are not able to sponsor applicants who require work visas.

About Infovisa

Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Infovisa’s solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers.

For more information about Infovisa, visit www.infovisa.com.