Analyst supporting Managed Accounts operations at Netwealth. Responsible for daily processing, rebalancing activities, and ensuring accuracy.
About the role
- Customer service role at Praxio responsible for assisting clients with TMS usage and inquiries. Offering support, documenting requests, and facilitating enhancements.
Responsibilities
- Provide customer support using the tools provided by the company;
- Respond to inquiries and provide clarifications regarding the customer's TMS;
- Log customer requests;
- Advise on best practices for using the TMS;
- Request approvals for development of requested features;
- Deliver new features;
- Document features;
- Assist in analyzing tickets forwarded to development;
- Support the analysis and registration of requests.
Requirements
- Experience in technical support (Level 1 or 2), customer service, or service desk;
- Knowledge of incident analysis and resolution, including logging and tracking tickets;
- Familiarity with issuing, validating, or analyzing fiscal documents (NF-e, CT-e, MDF-e) and a basic understanding of SEFAZ (a plus for carriers);
- Experience reading, interpreting, and validating XML files;
- Knowledge of operating systems (Windows) and basic networking concepts (DNS, proxy, firewall);
- Ability to understand business processes and map systemic vs. operational errors;
- Clear and concise communication skills, both written and verbal;
- Ability to handle multiple requests and stay organized while supporting customers;
- Proactivity in investigating issues and suggesting improvements.
- Knowledge of Logistics;
- Degree in Systems Analysis and Development;
- Experience in support roles.
Benefits
- Meal allowance;
- Transportation allowance;
- Health insurance;
- Dental plan;
- Life insurance;
- Childcare assistance;
- Home office allowance.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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