Full-time
Client Support Associate for Harmony Software
Posted by Infinite Investment Systems • toronto, on, Canada
About the Role
Become a Client Support Associate at Infinite Investment Systems, specializing in the Harmony portfolio management software. Deliver exceptional client service in an engaging office.
In this role, you will support users of Harmony, providing technical assistance and training to help optimize their experience. Working closely with clients, you'll handle inquiries and document interactions while engaging with a supportive team. Your role is crucial in ensuring clients' success in using the software within the investment management sector.
Key Responsibilities:
• Answer client inquiries regarding Harmony via phone and email
• Document and track client interactions
• Assist with user training and custom report generation
• Diagnose and resolve Harmony system issues
• Collaborate on data maintenance projects
Requirements:
• 1-2 years in software support roles
• Knowledge of the investment management industry
• Excellent communication for client engagement
In this role, you will support users of Harmony, providing technical assistance and training to help optimize their experience. Working closely with clients, you'll handle inquiries and document interactions while engaging with a supportive team. Your role is crucial in ensuring clients' success in using the software within the investment management sector.
Key Responsibilities:
• Answer client inquiries regarding Harmony via phone and email
• Document and track client interactions
• Assist with user training and custom report generation
• Diagnose and resolve Harmony system issues
• Collaborate on data maintenance projects
Requirements:
• 1-2 years in software support roles
• Knowledge of the investment management industry
• Excellent communication for client engagement
Ready to Apply?
Submit your application today and take the next step in your career journey with Infinite Investment Systems.
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