About the Role
OverviewSWIVEL is seeking an individual to provide internal and external customer service support, including relationship management and daily interaction with financial institutions.ResponsibilitiesProvide support to financial institutions for escalated or time‐sensitive issues and assist with questions regarding reports.Handle support line, assist with procedures, inquiries, and problem resolution, and provide training.Perform time‐sensitive ECM reconciliation for clients.Resolve inbound and make outbound service calls regarding Auto Pilot product inquiries and problems.Service complex calls, questions, or problems from Auto Pilot clients and SWIVEL users.Refer unique, highly complex problems to appropriate resources to resolve system‐related defects.Create internal management reports and assist with special projects as needed.QualificationsSome college preferred or equivalent work experience.Minimum 2–3 years of coordinating client support for company products or high‐level custo...
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