AI-generated summary
This job is a Client Services Specialist, where you help clients get the most from our services. You might like this job because it involves building strong relationships and working closely with a supportive team to deliver top-notch customer care!
The triResolve Client Relationship and Services team, CRS, is responsible for the end-to-end customer experience for triResolve. CRS will start interacting with the firm as a prospect, make sure they test successfully and decide to become a client, secure top-of-the-line daily support and check in with the client proactively with regular intervals to ensure they are aware of new features and are generally looked after. CRS will also work closely with internal teams to develop the service technically and continuously improve processes and optimise output. The organisation is flat, hence each person does the full chain of duties with their allocated clients.
CRS works with an end-goal-centric quality-first mindset. This means that we only respond to queries when we have high quality information to provide. This will manifest in the way that sufficient research time is allowed, and information sharing between colleagues is encouraged and expected. Hence, output volumes are being measured primarily at the group level, as opposed to individually, which is normally the case in traditional support organisations. The team leader is responsible to ensure this group effort-mentality is applied in their team.
The role is responsible for coordinating the triResolve Client Relationship and Services in the respective region. This role works closely together with other members of the Client Relationship and Services team, the Product and Business Managers, Business Development as well as Development.
Last active - few days ago
1 - 3 Years of Experience
Senior Executive
Financial Services & Banking