Job#: 3037341

Job Description:

Location: Fort Mill, South Carolina (Hybrid) (3 days onsite)

Pay Rate: $16-$19/hr W2

Contract length: 12-18 months with potential for conversion

We are seeking a Client Reporting Specialist for a position with a financial services client. This role involves providing technical support and conducting in-depth conversations with advisors to help them understand reporting tools, performance data, and customization options. The specialist will handle inbound calls, maintain detailed notes, and manage daily workflows in a dynamic environment.

• Provide Tier I technical support for designated proprietary software products via phone and email.
• Conduct conversations to help advisors understand reporting tools, performance data, and report customization.
• Assist advisors in building customizable reports using a 16-template reporting tool, handling approximately 12-15 inbound calls per day.
• Provide detailed and comprehensive incident documentation in the incident tracking database.
• Explain subscription options to ensure advisors can use the tool effectively.
• Maintain detailed notes, stay organized, and manage daily workflow.
• Properly escalate incidents to management as needed.

Experience: Requires at least one year of experience in a similar position. Experience in a software development customer service environment is preferred.

Technical Skills: Solid working knowledge of PC-based computer hardware and software is required. The candidate should be tech-savvy and comfortable navigating reporting tools and Microsoft Office.

Professional Skills: Strong problem-solving, customer service, and communication skills are necessary. The role requires the ability to explain concepts clearly, build rapport, and work independently to identify problems and implement solutions. Candidates must be detail-oriented, organized, and able to multitask and work under pressure.

• A bachelor's degree is preferred.
• A drive to learn the financial services industry.
• A client-facing mindset with a focus on service and relationship building.

The agent works in an office environment with a hybrid schedule, requiring presence in the office from Monday to Wednesday. The work involves sitting at a desk for extended periods, frequently answering telephone calls, and using a keyboard for written communication. The noise level in the work environment is typically low to moderate.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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