Customer Support Manager (Remote) id-3261

January 6, 2025

Full-Time

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.

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.

Other Jobs You May Be Interested In

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.

Customer Support Manager (Remote) id-3261

Back to blog

DISCLAIMER

Other Jobs You May Be Interested In

Related Posts

Entry Level Walgreens Data Entry Remote – Work At Home -id-4015

United Airlines (Remote Jobs) id-4011

United Airlines Remote Jobs Part Time (Remote Careers $37/Hour) – MySmartPros -id-4010

Remote Call Center Representative (Prince Edward Island) id-4004

Job Opportunity at FedEx: Data Entry Associate [Entry Level/No Experience] -id-3984

Online Jobs For 15 Year Olds At Home That Pay No Experience id-3978

Remote Proofreader | GumGum | $24 – $32 | Remote (United States) -id-3974

(Data Entry Work At Home) Walgreens Remote Jobs $25/Hour – mysmartpros id-3968