DiligenceVault

Client Services Representative

• Deliver exceptional support experiences to global clients of the DiligenceVault platform
• Act as first line of support for asset managers, institutional investors, and financial professionals
• Manage support tickets and live client calls
• Troubleshoot platform-related issues, integrations, and resolve queries accurately and quickly
• Conduct product training sessions and webinars to drive adoption
• Collaborate with Product & Engineering to escalate issues and share client feedback
• Document product FAQs, knowledge base articles, and troubleshooting guides
• Perform incident tracking, root cause analysis, and ensure timely resolution
• Become a DiligenceVault platform expert and guide clients in best practices

Client Support Associate