Customer Support Associate

Fifth Asset Inc

Charlotte, NC, United States
Competitive salaries + equity (stock options); com...
On-site
Proficiency in microsoft excel formulas and functions
Experience in software product support roles
Strong analytical and problem-solving skills
The role involves responding to client inquiries via live chat and email while troubleshooting challenges on the DebtBook financial platform

Job Summary

  • The role involves responding to client inquiries via live chat and email while troubleshooting challenges on the DebtBook financial platform.
  • Employees will receive competitive salaries plus equity, comprehensive health insurance, and unlimited PTO as part of the benefits package.
  • The company values a culture of continuous growth, ownership of outcomes, and going above and beyond for customers.

Matching Summary

The role involves responding to client inquiries via live chat and email while troubleshooting challenges on the DebtBook financial platform.

Salary

Competitive salaries plus equity (stock options); Comprehensive health, dental, and vision insurance; Generous leave policies including unlimited PTO

Skills & Requirements

Must-have

  • Proficiency in Microsoft Excel formulas and functions
  • Experience in software product support roles
  • Strong analytical and problem-solving skills
  • Excellent written communication abilities
  • Ability to work independently in fast-paced environments

Nice-to-have

  • Experience with accounting or bond math concepts
  • Knowledge of municipal debt or lease accounting
  • Bachelor's degree in Accounting or Finance
  • Passion for technology and continuous improvement
  • Empathetic attitude towards client success

Key Requirements

  • Bachelor's Degree in Accounting or Finance preferred
  • Proficiency in data manipulation and analysis in Excel required
  • Experience in people-focused customer service roles

Work Rights

Not specified

Tailored Resume

Cover Letter