Customer Support Manager (Remote) ID-2354
intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best - as people and businesses - by working together and always striving to get better without fearing failure.
We're not looking for a 'culture fit'. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn't about finding the person who fits in; we want people who stand out.
Who is intelliflo?
Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.
We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.
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Remote Moderator, $42/hr, Part-Time, Weekend, No Degree
Data Entry, $45/hr, Remote, Night Shift, College Student Job
Phone Support, Remote, $50/hr, No Experience, Part-Time
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Remote Customer Support, $45/hr, Part-Time, College Student
Data Entry, Remote, $40/hr, Night Shift, No Degree
Evening Virtual Assistant, Remote, $45/hr, No Experience
Weekend Customer Support, $42/hr, Remote, College Student
Remote Data Entry, $50/hr, No Experience, Evening/Night Job
Virtual Assistant, $42/hr, Remote, Weekend, Entry Level
Remote Phone Support, $45/hr, Evening, No Experience Required
Data Entry, No Experience, $50/hr, Remote, College Student
Remote Moderator, $40/hr, Weekend, No Degree, Part-Time
Live Chat Support, Remote, $42/hr, Night Shift, College Student
Phone Job, $50/hr, Remote, No Degree, Part-Time, Weekend
Data Entry, $45/hr, Remote, Evening, No Experience Required
Virtual Assistant, No Experience, $42/hr, Remote, Part-Time
Remote Customer Support, $50/hr, Night Shift, No Degree
Remote Data Entry, $40/hr, College Student Friendly, Part-Time
Live Chat Support, $42/hr, Weekend, Remote, No Degree
Virtual Assistant, Remote, $45/hr, Evening, No Experience
Remote Phone Job, $50/hr, College Student, Night Shift
Remote Moderator, $42/hr, Weekend, No Experience Required
Data Entry, No Degree, $45/hr, Part-Time, Remote Job
Customer Support, $50/hr, Remote, Evening/Night Job, No Degree
Virtual Assistant, $42/hr, Remote, Weekend, No Degree
Remote Live Chat, $45/hr, College Student, No Experience
Remote Data Entry, $40/hr, Part-Time, No Degree Required
Phone Support, $50/hr, Weekend, Remote, No Experience
Virtual Assistant, $42/hr, Evening, Remote, No Degree
Remote Customer Support, $45/hr, No Experience, Part-Time
Data Entry, $50/hr, Night Job, No Degree, Remote
Remote Moderator, $40/hr, College Student Friendly, Part-Time
Virtual Assistant, Remote, $42/hr, Weekend, No Experience
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Job Description
Your point of view is our point of difference
intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that personal and corporate growth is best achieved by working together and always striving to get better without fearing failure.
Who is intellifo?
We truly believe that sound financial advice has the power to transform lives for the better, and should therefore be accessible to the many, not the few. intelliflo widens access to financial advice globally through leading technology which powers the advisory experience.
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over USD 1 trillion assets serviced across our platforms.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Your Role:
We are seeking a dynamic, highly motivated, and enthusiastic individual to join our Customer Success Team. This person's primary responsibility will be to provide support for our intelliflo office and portfolio customers. This includes new customer onboarding, responding to customer requests for assistance, managing and coordinating the escalation of support requests, identifying, and documenting new customer requirements and enhancements, and building a working relationship with our customers.
What you would be responsible for:
- Proficiency with our solutions, intelliflo office and intelliflo Portfolio, covering account opening, client management, portfolio reporting, billing and rebalancing. Future cross-training and support of additional intelliflo solutions will be required.
- Maintain a positive, cooperative, and professional relationship with our customers.
- Assist with the onboarding of new customers.
- Train customers on the intelliflo office and Portfolio system capabilities available by completing one-on-one sessions.
- Increase solution adoption by highlighting additional features which would be beneficial to their overall business.
- Provide continuing education to customers on how to effectively use solution in their practices.
- Review customer requests with a sense of urgency, seeking out potential resolution.
- Work collaboratively with other teams such as product and engineering for resolution of issues and following through to timely completion.
- Communicate proactively with customers regarding product and program information, supportability issues, and strategic plans where appropriate.
- Share best practices with team members to enhance the quality and efficiency of the Customer Experience.
- Own quarter-end processing of quarterly performance statements for customers.
- Provide feedback on solutions through pre-release and post-release testing
- Meet periodically with upper management to review functions to ensure business needs are being met.
- Provide guidance for escalated client issues when a higher level of expertise is needed to resolve a functional or technical support case type.
- Ensure timely resolution of client issues, escalating further and informing key stakeholders as appropriate.
Experience you bring:
- Bachelor's degree or higher in Finance, Technology, Business Administration, or related field (equivalency through proven career progression will be considered)
- 2-4 years of financial services experience (highly preferred but not required)
- Minimum of 4 years of customer support of a software solution (SAAS experience preferred)
- Experience with Salesforce
- Working knowledge of MS Windows, MS Office, system architecture and environments
- Ability to deliver quality service and problem-solving skills remotely to clients and communicate complicated concepts in a concise and articulate way
- Ability to prioritize and manage multiple complex issues and adapt to different challenges and changing priorities
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
intelliflo's workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply. Please consult with your Talent Acquisition contact during the interviewing process.
What's in it for you?
intelliflo offers industry-leading Total Rewards that help you thrive - in and out of the office, including competitive pay, retirement savings plans, generous health and wellness benefits, and much more.
Our commitment to diversity, equality, and inclusion
Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today's evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. Individuals seeking employment at intelliflo are considered without regards to race, religion, color, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, military or veteran status; or any other characteristic protected by applicable laws.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
