Rebalancer Consultant

About This Role

This role involves operating a proprietary internet-based Rebalancer application, proactively communicating with clients, and acting as a liaison between clients and internal departments to provide solutions and support.

Responsibilities

• Operate our proprietary internet-based Rebalancer application
• Communicate with clients in a proactive, consultative & professional manner through scheduled phone conversations and those that require specific client assistance
• Decipher, process and follow through with client requests
• Work internally to help client to set up their individual, unique site within our system
• Act as a liaison between clients and internal Black Diamond departments when needed

Requirements

• Proficient with Microsoft Office, including Excel
• Solution-oriented and analytical mindset
• Strong communication & organizational skills

Qualifications

• Bachelor’s Degree from accredited institution (Business/Finance/Information Systems Majors preferred)

Skills

* Required skills

Benefits