Customer Service Specialist

SUMMARY:Responsible for assisting client services and operations departments with depositor (“client”) day-to-day support functions. ESSENTIAL FUNCTIONS:The following is a list of essential functions which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.             ESSENTIAL DUTIES & RESPONSIBILITIES§  Interact with clients via telephone, email, online chat, or in-person to provide account support.§  Assist with the administrative and operational components of onboarding and maintaining client accounts.§  Participate in user acceptance testing (UAT) of core system and client-facing applications in order to support customers’ needs.§  Field client questions or concerns and escalate inquiries to applicable personnel.§  Troubleshoot and resolve inquiries for online banking users.§  Maintain filing systems.§  Perform other duties as assigned. QUALIFICATIONS:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.§  Service-oriented and proven problem resolution skills.§  Excellent interpersonal, verbal and written communication skills. Communicates with tact, diplomacy, and discretion, as well as the ability to maintain confidentiality.§  Proficient in Microsoft Office: Outlook, Teams, Word, Excel, SharePoint, etc.§  Experience with Salesforce preferred, but not required. EDUCATION & EXPERIENCE:§  Minimum: Associate’s degree in Business or related field.§  Five (5) plus years of experience in a customer service or administrative role, preferably within the financial services industry. LICENSES & CERTIFICATIONS:§  Minimum: None  SKILLS & COMPETENCIES:§  Self-starter with a strong sense of ownership and involvement.§  Demonstrated ability to work independently, establish priorities, multi-task, and meet deadlines.§  Strong attention to detail.§  Effective interpersonal and customer service skills to communicate with a range of clientele.§  Strong organizational, time management, and planning skills.§  Ability to function well in a fast-paced environment.§  Ability to think critically and act quickly. WORKING CONDITIONS:Traditional office environment with no unusual work conditions.§  Prolonged periods sitting at desk and working on computer.§  Frequent use of keyboard with repetitive motion of hands, wrists, and fingers. PHYSICAL DEMANDS:Ampersand, Inc. promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees.§  Speaking, hearing, and vision are required to perform essential functions.§  Digital dexterity and hand/eye coordination in operation of office equipment.§  Light lifting (~25 lbs.) and carrying of supplies, files, etc.§  Body motor skills sufficient to enable the incumbent to move from one office location to another.Company DescriptionAmpersand is a tech-enabled financial technology company serving the needs of our treasury/cash management clients and financial institutions around America.Ampersand is redefining how businesses and public entities manage deposits at scale—combining fintech innovation, treasury intelligence, and secure infrastructure into a unified platform that turns cash into a strategic asset. Our platform empowers B2B clients across both public and private sectors to handle complex financial workflows securely, efficiently, and in real time.

Salary : $45,000 - $60,000