Client Experience Specialist - Florida, Longwood

The announced job offer is made public by the firm: Nuview IRA Inc and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.

It is announced that they have a job offer at the category of Array and the jobs location is in the state of Florida at the city Longwood, in the country US - at this current ZipCode: 32750

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Description:

Benefits

• Self-directed 401k with 3% company contribution
• 11 paid holidays
• 120 hours of Paid Time Off (retroactive to be used after 60 days)
• 85% employer-paid premiums on Medical and Dental insurance for employees only
• 100% employer-paid short-term disability for employees only
• Annual bonuses based on company profitability and managements discretion

Position Overview

NuView IRA is seeking a Client Experience Specialist to assist in our operations department. The Client Experience Specialist will be in a position that offers a great entry point into NuView with numerous growth opportunities. As a Client Experience Specialist, your duties will include but are not limited to phone-based interactions, data entry, scanning documents, distribution & allocation of mail, etc. Established procedures would be required to follow and perform routine tasks while receiving guidance and direction to perform other work. The Client Experience Specialist will be in regular contact with internal and external clients to obtain, clarify, and or provide facts and information. The hourly pay will be $18-$20 (based on experience).

Our operations department is separated into multiple PODs who each handle a different set of tasks. For example, our Real Estate POD will handle transactions and questions regarding real estate. Our Accounting PODs will handle transactions and questions regarding deposits, funding/billing, and account maintenance. Although they handle different tasks each POD works together to better our client experience. The Client Experience Specialist will be integral to working within either of these PODs.

Responsibilities

• Client Resolution - Readily available, manage workload to maintain availability, problem solves, and effectively resolve issues for the client; escalate when needed.
• Client Focus - baseline service level is seen via Quality Assurance Assessments and Team Supervisor /Manager feedback including (1) creating rapport (2) appropriate sense of urgency and tone (3) understanding the question (4) effective interactions
• Focus on the timely and successful delivery of solutions - according to client needs and objectives, meet key internal client service metrics including availability, and adherence leverages metrics to understand performance, adjust behaviors and identify where additional support is needed
• System Capability - Ability to navigate within systems including Salesforce, and Microsoft Teams and to continually build the knowledge base to best serve the client
• Leverage Resources - Appropriately and effectively use resources to find and validate answers, resolve, and document issues in a way that adheres to NuView policies.

Requirements:

• Must have one or more years in a customer service/client-facing role
• Must have clerical and data entry experience
• Financial/Admin/Professional experience preferred
• Passion for service, positive attitude, enthusiasm, professionalism
• Computer literate in Microsoft Office including Excel, Word, and Outlook
• Able to communicate in a concise, clear manner
• Extremely detail-orientated and organized Background and Credit Check will be completed

Company Overview

NuView IRA, Inc. is a third-party administrator and record-keeping company in business for over 18 years helping individuals and companies that self-direct their retirement plans. We provide the platform(s) to build tax-efficient wealth with the broadest possible choices and efficient custody of alternative assets. NuView services over 12,000 accounts with over $2 billion in assets under administration as we continue to expand at a healthy pace.

Equal Opportunity Employer

Universal acceptance for everyone everywhere is at the heart of our company. We promote diversity of thought, culture, and background, which connects the staff of NuView. As such, NuView is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other characteristics protected by state or federal law or local ordinance. NuView is committed to the full inclusion of all qualified individuals. In keeping with our commitment, NuView will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact the NuView HR Department at .

PI