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Client Services Specialist
full-timeSan Diego

Summary

Location

San Diego

Type

full-time

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About this role

Description

Ranked Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there! When you join the Corelation Team, you are embarking on a journey of professional and personal development.


What We Are Looking For

The Client Services Specialist will be responsible for supporting client needs through the organization and completion of Help Desk tickets, as well as incoming support calls and other channels. Responsible for specializing in an area of the core system to act as a subject matter expert for clients, vendors, and peers. We are currently looking for a candidate with experience in card networks, card plastics, and ATMs.

Requirements

  • Aid in the organization, research, communication, and resolution of Help Desk tickets for clients after conversion.
  • Provide immediate assistance for incoming client calls, either through direct resolution or through proper escalation as client needs dictate.
  • Maintain a solid understanding of the KeyStone product at large and an in-depth understanding of the assigned area of specialization on KeyStone.
  • Provide after-hours client support on a rotating basis.
  • Ensure prompt resolution is provided whenever possible, and prompt escalation is completed whenever required.
  • Ensure the requisite records of all client requests and resolutions are maintained through the Help Desk system.
  • Provide high-level demonstrations and discussions of system functionality to clients as needed.
  • Add to Help Desk Knowledge Base as issues are resolved to aid in future resolution.
  • Assist in client preparation for system releases and changes


Why You Are The Perfect Fit

  • You have at least a high school degree/GED, with some college coursework in related field.
  • You have at least three to twelve months of experience in customer service, preferably while working with or for Credit Unions.
  • You have experience working in back-office support, primarily working with peripheral troubleshooting and support, network technical troubleshooting, desktop support, and/or help desk experience.

Why We Are Your Perfect Fit:

Benefits Include but not limited to:

Medical, Dental, Vision, Life Insurance

401(K) Match

Discretionary profit share

Discretionary annual bonus

Wellness Programs: Yoga and Massages

Bi-Weekly engagements (coffee tastings, trivia, etc.… )

Community Involvement

Professional Development Growth Days

Vacation Days

Floating Holidays

Sick Days

Parental leave

What you can be a part of:

Company Band

Basketball

Flag Football

Volleyball

DEIA groups


Pay Range:

Range depends on geographic metro / zone, budget, and experience.

Other facts

Tech stack
Customer Service,Help Desk Support,Card Networks,Card Plastics,ATMs,Technical Troubleshooting,Desktop Support,Communication,Problem Solving,Client Support,Research,Documentation,System Functionality,Knowledge Base Management,Client Preparation

About Corelation Inc

Based in San Diego, Calif., Corelation is the latest core processor for today’s credit union. This solution is a member-centric system that empowers credit unions to offer the best member service possible, enhancing their value for member attraction and retention. As for experience, Corelation’s staff has dedicated their careers creating core systems and providing unparalleled client service.

Team size: 201-500 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 2009

What you'll do

  • The Client Services Specialist will support client needs by managing Help Desk tickets and incoming support calls. They will act as a subject matter expert in a specific area of the core system.

Ready to join Corelation Inc?

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Frequently Asked Questions

What does a Client Services Specialist do at Corelation Inc?

As a Client Services Specialist at Corelation Inc, you will: the Client Services Specialist will support client needs by managing Help Desk tickets and incoming support calls. They will act as a subject matter expert in a specific area of the core system..

Why join Corelation Inc as a Client Services Specialist?

Corelation Inc is a leading Financial Services company.

Is the Client Services Specialist position at Corelation Inc remote?

The Client Services Specialist position at Corelation Inc is based in San Diego, California, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Client Services Specialist position at Corelation Inc?

You can apply for the Client Services Specialist position at Corelation Inc directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Corelation Inc on their website.