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Client Services Representative

Company: Workiva
Location: Ames
Posted on: July 15, 2019

Job Description:

Description The Client Services Representative supports customers in actively managing their Investments/Mutual Funds document requests and product inquiries. They serve as a contact for Workiva products and services and are responsible for creating a "wow" customer experience. Ensuring accurate and timely delivery of client requests and working with members across the team, the Client Services Representative is counted on to deliver best-in-class customer service. Responsibilities: 24/7 dedication to Working Group (internal counsel, external counsel, paralegals, fund administrators, EDGAR filers and customers) throughout the completion of the project Prepare documents supplied from Working Group by applying correct formatting, style, and formulas in Wdesk reporting software Create source documents from financial data in Wdesk spreadsheet software Answer customer inquiries through Investments/Mutual Funds support line and email Ensure accuracy of documents through review of work completed Deliver high quality service and support under pressure with a keen attention to detail Assist Client Services Team on ancillary Wdesk projects as needed Skills: Excellent verbal and written communication skills Self-motivated with strong propensity for action, results and continuous improvement Ability to work successfully in a high-energy, fast-paced, rapidly changing environment Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs and procedures simultaneously while working under pressure to meet deadlines Strong technical aptitude, with competency in using Google Drive and Microsoft Word, Excel and PowerPoint Proven communication skills, both phone and email Proficiency to communicate directly with customers on technical aspects of our application Demonstrate ability to lead, work independently and take initiative to meet established timelines Flexibility to work varying hours to meet client deliverables and tight deadlines Ability to work successfully in an ever evolving environment Experience: Experience in accounting/finance industry preferred Experience in a customer facing role preferred Education: A./B.S. degree preferred Working Conditions & Physical Requirements: Less than 10% travel is required to meet with employees, vendors and/or suppliers

Keywords: Workiva, Ames , Client Services Representative, Sales , Ames, Iowa

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