Client Services Specialist jobs in United States
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Corelation, Inc. · 12 hours ago

Client Services Specialist

Corelation, Inc. is a recognized company in San Diego known for its strong workplace culture and commitment to employee development. They are seeking a Client Services Specialist to support client needs by managing Help Desk tickets and providing assistance through various channels, while specializing in specific areas of their core system.

Information TechnologySoftware
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Growth Opportunities

Responsibilities

Aid in the organization, research, communication, and resolution of Help Desk tickets for clients after conversion
Provide immediate assistance for incoming client calls, either through direct resolution or through proper escalation as client needs dictate
Maintain a solid understanding of the KeyStone product at large and an in-depth understanding of the assigned area of specialization on KeyStone
Provide after-hours client support on a rotating basis
Ensure prompt resolution is provided whenever possible, and prompt escalation is completed whenever required
Ensure the requisite records of all client requests and resolutions are maintained through the Help Desk system
Provide high-level demonstrations and discussions of system functionality to clients as needed
Add to Help Desk Knowledge Base as issues are resolved to aid in future resolution
Assist in client preparation for system releases and changes

Qualification

Help Desk SupportCustomer ServiceCard NetworksTechnical TroubleshootingKeyStone Product KnowledgeCommunicationCollaborationProblem Solving

Required

At least a high school degree/GED, with some college coursework in related field
At least three to twelve months of experience in customer service
Experience working in back-office support, primarily working with peripheral troubleshooting and support, network technical troubleshooting, desktop support, and/or help desk experience

Preferred

Experience in card networks, card plastics, and ATMs
Experience working with or for Credit Unions

Benefits

Medical, Dental, Vision, Life Insurance
401(K) Match
Discretionary profit share
Discretionary annual bonus
Wellness Programs: Yoga and Massages
Bi-Weekly engagements (coffee tastings, trivia, etc.… )
Community Involvement
Professional Development Growth Days
Vacation Days
Floating Holidays
Sick Days
Parental leave

Company

Corelation, Inc.

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Corelation's KeyStone is the latest privately held software developer of core technology solutions for today’s credit union

Funding

Current Stage
Growth Stage

Leadership Team

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Dawn Graybill Sirras
Chief Technology Officer
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Margarita Guerra
Chief Financial Officer
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Company data provided by crunchbase