Lead, Financial Support Specialist
CurrentProviding outstanding customer service throughout the support process.Managing and updating the help desk ticketing system with descriptions of support incidents, conversations, and correspondence with clients.Guiding the Financial Support Specialists to identify and assess client needs to achieve high client satisfaction.Assisting with the hiring of future Financial Support Specialists and helping management with initial introductory interviews of potential candidates. Working closely with the Manager, Client Support, providing real-time feedback on ticket urgencies.Assisting in onboarding and training of the Financial Support Specialists.Working with cross-functional teams, such as QA on a regular basis to resolve tickets as needed.Executing the ongoing projects/ initiatives as needed (such as new releases rollouts)Assisting with the implementation of the transition to the Support workflow process as required.Assisting with the documentation of support policies and procedures.Providing ongoing support in Portal Maintenance.Assisting with establishing better metrics to aid in the redesign and future maintenance of the Portal.Acting as the shared owner of Biweekly Support team meetings and knowledge transfer sessions, driving ideas and activities for sessions.Handling queries, troubleshooting issues, and providing timely solutions while executing Multiview’s and departmental initiatives Demonstrating Multiview’s core values, building and advancing the reputation of the company and its clients.