Related skills
slack salesforce jira zendesk microsoft office📋 Description
- Educate and support customers on CapIntel's wealth management platform.
- Resolve questions using internal and external resources.
- Handle front-line inquiries via Zendesk for first contact.
- Escalate complex issues and ensure timely follow-ups.
- Record issues and resolutions in Jira.
- Contribute to training and knowledge content for help resources.
🎯 Requirements
- Customer-facing experience with end-user satisfaction.
- Resourceful troubleshooting and problem-solving.
- Ability to work cross-functionally.
- Familiar with tools: Microsoft Office, Slack, Jira, Zendesk, Salesforce.
- Nice-to-have: Investment Funds in Canada Certification; Canadian Securities Course.
- Nice-to-have: Experience using AI tools in support workflows.
🎁 Benefits
- Learn about life at CapIntel on our Careers page.
- Perks and benefits to support growth and wellbeing.
- Team built on trust, respect, and collaboration.
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