Client Services Representative – Wed – Sun 8am-5pm or Sat – Wed 8am-5pm

Client Services Representative – Wed – Sun 8am-5pm or Sat – Wed 8am-5pm


The Client Services Representative supports customers and actively manages Capital Markets and Investments/Mutual Funds document requests and product inquiries. Working with members across the team, they serve as a contact for Workiva products and services and are responsible for providing accurate and timely delivery of client requests. The Client Services Representative is counted on to deliver an exceptional customer service experience.

Responsibilities

  • Provide timely service to our Capital Markets Working Groups (issuer and underwriter counsel, bankers, auditors, consultants and customers) and Investment Working Groups (internal and external counsel, paralegals, fund administrators, EDGAR filers and customers) throughout the completion of the transaction and/or regulatory reporting cycles
  • Complete routine service requests such as document imports and document edits as well as routine customer support requests
  • Import documents supplied from Working Groups by applying correct formulas, formatting and style in Workiva Documents
  • Create and link source financial data in Workiva Spreadsheets
  • Ensure accuracy of documents through review of work completed
  • Answer customer inquiries through dedicated support line and email
  • Escalate customer issues to appropriate team members while remaining accountable to customers
  • Assist Client Services Department on ancillary service projects

What You’ll Need
Education  

  • Undergraduate Degree or equivalent combination of education and experience in a related field.

Skills

  • Proven professionalism in verbal and written communication via phone, email and other channels
  • Self-motivated with a strong propensity for action, results and continuous improvement
  • Ability to work successfully in a rapidly changing environment
  • Strong organizational skills with the ability to multi-task and manage multiple processes, programs and procedures simultaneously while working under pressure to meet deadlines
  • Technical aptitude with competency in G Suite and Microsoft Office applications
  • Proficiency to communicate directly with customers on technical aspects of our application
  • Demonstrated ability to lead, work independently, and take initiative to meet established timelines
  • Flexibility to work varying hours to meet client deliverables and tight deadlines
  • Commitment to a collaborative and engaging team setting
  • Ability to deliver high quality service and support under pressure with a keen attention to detail

Experience

  • Background in accounting/finance industry preferred
  • Previous customer facing role(s) preferred

Travel

  • Less than 10%

Working Conditions & Physical Requirements

  • Evening, weekend, and after-hours work may be required to meet client deliverables
  • Reliable internet access for any period of time working remotely, not in a Workiva office

How You’ll Be Rewarded

  • Base Pay Range in Colorado: $20-$23/hr

  • A discretionary bonus typically paid annually

  • Restricted Stock Units granted at time of hire

  • A shift premium provided for night and weekend work

The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.

Skills

Posted on

April 28, 2021