Specialist, Research Engagement Services I

Specialist, Research Engagement Services I

Location: Must reside within 30 miles of the Ft. Myers, FL or Irving, TX office for consideration, although the role is anticipated to be 100% remote. Duration: 08+ Months

Job Description:

Duties: The primary responsibility of the role is to support client's Research Engagement Services team with the timely processing of internal and external email volume. Additional responsibilities include service request creation and routing of requests to the appropriate internal teams.

Key responsibilities include:

• Monitoring assigned email boxes and promptly processing emails into client's CRM database during working hours.
• Creating Service Requests (SRs) in client's CRM system as the requests are received.
• Monitoring a general queue for SRs and promptly routing them to the appropriate teams.
• Provide training and shadowing for new associates in this role.
• Maintaining a record of emails processed

On a typical day you will:

• Experience an upbeat, positive culture.
• Teamwork, integrity, objectivity, and a client focused mindset are central to our values.
• Work with teammates and build strong working relationships with the client Research & Advisory Expert community.
• Receive unlimited access to all client research content.

Skills:

• Excellent written and verbal communication skills
• Ability to provide world-class service by engaging directly with internal partners and clients
• Strong customer service mindset
• Strong time management and organizational skills
• Ability to prioritize tasks effectively
• Attention to detail
• Ability to use problem solving skills to highlight urgent issues, when needed.
• Ability to learn new systems and tools quickly
• Ability to work independently and as part of a team
• Ability to work with cross functional teams

Preferred:

• Prior work experience in customer service
• Experience working across multiple time zones

Education: Bachelor's degree