Remote Support Services Specialist

Cyndx is a US-based financial technology and AI company dedicated to assisting investors, private equity firms, venture capital firms, investment bankers and corporations identify transactions, conduct research and analyze companies.

firm based in West Palm Beach was started in 2013.
Its core business is the use of:
artificial intelligence, machine learning, natural language processing (NLP), and big financial data
to enhance:
M&A sourcing, funding, due diligence, business valuation and investment research.
The company’s flagship platform offerings are:
Finder – AI-driven company discovery and deal sourcing
Raiser – investor matching and capital raising target
Scholar – study & due diligence reports on generative-AI
Valer – AI-powered business valuation software

Cyndx principally sells to:
venture capital funds, private equity funds, investment banks, consultants, corporate development teams and startup founders
One of the key selling points is its capacity to search millions of companies and generate investing insights fast using AI. The portal says it covers more than 32 million companies worldwide.

. We want our partners to be thrilled about the possibilities we are creating together and the lasting impact our collaboration will bring to the industry and consumers.

The journey to growth begins with doing something different. And that journey starts with the great people that make Cyndx.

We are a remote first company. This role, as most of our positions, is remote. You may be required at times to visit client sites or attend meetings at designated locations.

The Digital Support Specialist supplies a multi-faceted approach to providing support for our Launch clients. Digital Support Specialists will be responsible for monitoring, reviewing and approving customer applications submitted through our retail account onboarding platforms. A Digital Support Specialist will demonstrate good decision making abilities, mitigate risk and ensure contractual Service Level Agreements are adhered to. This role also serves a part of the Digital Support Team by fielding all incoming customer phone calls and various forms of digital communication from Cyndx Launch clients.

This position is responsible for solving customer issues, performing various account maintenance requests and providing additional support as necessary to create a seamless one touch resolution for each customer. This role also requires a high level of dedication to providing excellent customer service both over the phone and through various digital channels.

Schedule flexibility is required to meet the needs of a week Contact Center.

• →Efficiently answer inbound calls, secure messages and other communications from digital bank clients.
• →Accurately manage communication for new digital bank customers related to new account onboarding.
• →Solve problems and answer questions; listen to and anticipate clients' needs in order to completely and accurately resolve their issue on first contact, reporting problems in systems and identifying client impacting situations proactively.
• →Utilize numerous programs and systems to investigate, troubleshoot and resolve client tickets and inquiries.
• →Actively participate in testing of bank environments, validation of data and use of systems to adequately verify new code and enhancements are fully vetted.
• →Monitor Digital Bank applications and decision based on structured account onboarding procedures while adhering to respective regulations and policies.
• →Complete all transactions with accuracy and within guidelines, policies or procedures, exercising discretion and independent judgement.
• →Develop oneself professionally by participating in training, engaging in self improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales and client relations skills. Actively participate in coaching and feedback sessions by setting goals and achieving results.
• →Proactively take advantage of opportunities to become more involved with job training on processes or procedures through daily job functions.
• →Perform all other related duties as required or assigned.

• Associate's Degree or equivalent experience in a related field
• 2+ years of relevant experience in the financial industry
• Heavy Call Center experience OR experience working within a Bank or Credit Union in a customer service role (Bank Teller, etc.)
• Working knowledge of computer hardware and software systems, and diagnostic utilities
• Expert communication and documentation skills, both verbal as well as written
• Strong technical training skills and detail oriented
• Exceptional interpersonal and client engagement skills
• Proven analytical, strong attention to detail and problem-solving skills
• Ability to prioritize work to meet deadlines
• Flexibility to work varied schedules, including evenings, weekends, and holidays as required.