Underwriting Assistant

Client Support Consultant (CSC)Location: Boston, MA / Partially Remote Overview:The CSC is responsible for responding to queries, enquiries and issues raised by clients and provide resolutions to cases received via telephone and online enquiries via our Salesforce portal. They are responsible for incident management, active management of the client case queue and the creation of “how to” documents to better educate clients on our products. The CSC will collaborate with their colleagues and members of the team, both within the group and with other internal business areas, to ensure that client satisfaction is maintained at the highest possible level. This individual will be responsible for increasing the quantity and quality of the Service Center Portal knowledge base through active authoring of articles. Responsibilities:· Performs data analysis of client's financial/investment information to determine issues/discrepancies. · Under limited supervision, investigate and resolve client incidents and problems; actively manage client case queue · Provide direct phone support to clients when required, log and classify all issues and requests in the call tracking database · Continually work to deepen product and industry knowledge · Manage the case resolution process for clients by following defined procedures and ensuring cases are resolved within target response times · Exchange and share knowledge with the team to maximize knowledge and the effectiveness · Identify and escalate problems affecting a number of clients or influencing the timely resolution of one client’s enquiry Required Skills & Experience: · Bachelor’s degree in business or equivalent preferred · 1-5 years in the financial industry, ideally with experience within the investment management industry · 1-5 years providing client support and solving client issues · Advance knowledge/experience with performing functions in Excel · Intermediate knowledge of SQL · Outstanding time management skills and attention to details Our organization is balanced and fair – especially in challenging times. We offer flexible work schedules, time off, and so much more to keep you healthy, safe, and productive. Also offers: · Hybrid Schedule featuring 8-10 days in the office monthly combined with working from home · Competitive base salary plus EXCELLENT benefits (including medical, dental, vision, STD, LTD and more)! · 401k Matching Program · Global Flexible Time Off Policy (personal/vacation time) · Sick Leave Policy · Ten company-paid holidays in a full calendar year · Eligible for an annual performance-based bonus program · Tuition Reimbursement up to 70% and Professional Development up to 100% · Charitable Matching Program About Aston Carter: At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.