Client Support Specialist, MeridianLink
$48.5-68.4k
Lending software provider
Be an early applicant
Lending software provider
501-1000 employees
Be an early applicant
$48.5-68.4k
501-1000 employees
Company mission
To be the most trusted financial services technology platform.
Role
Who you are
- A Level 2 Associate is expected to have prior education or career experience
- The individual should be focused on applying acquired job skills, company policies, and procedures to complete assigned tasks. The role will use a basic skill set and proficiency in the subject area to complete tasks. A level 2 associate will perform routine tasks as directed with little supervision
- Familiarity with background checks for employment screening and tenant screening purposes a plus
What the job involves
- The Client Support Specialist II, level 2 associate, of the Standard Support subfamily of the Support job family working on the TazWorks product line, is responsible for the first line of defense when resolving issues and addressing inquiries from customers
- The Standard Support subfamily is responsible for accepting communications from customers and resolving customer issues
- The Client Support Specialist II will respond to incoming communication from clients and document the interactions in case management systems
- The level 2 associate role will update clients on any ongoing resolutions. The role will resolve client inquiries directly through established resolution methods. If a resolution cannot be reached, escalate to other departments
- The Client Support Specialist II will coordinate with other internal departments to resolve issues and follow through with the client until the completion
- Expected to take inquiries from systems and use basic level direction and discretion/decision-making authority as needed to resolve customer issues
- Responsible for assisting in the development of support delivery strategy and related processes, escalation procedures, and training while mentoring the Client Support Specialist I
- Client Support Specialist II will provide information about products and/or services, answer questions, and resolve problems and issues
- The role will complete tasks or activities supporting the implementation of procedures
- Responsible for ensuring inquiries are followed up on and provided resolution
- The Client Support Specialist II may fill in for the supervisor for staff or customer meetings
Our take
MeridianLink provides modern software platforms for financial institutions and consumer reporting agencies. Specifically, it powers digital lending and account opening for the former and data verifications for the latter.
The company has been trusted for over 20 years and has remained adaptable and open to change with the industry, such as its recent addition of engagement features that offer new ways to help financial services drive growth, reach target audiences and adjust campaigns to meet business and customer needs. It has therefore maintained a number of impressive customers, from BankPlus and American United to FirstBank and TwinStar.
MeridianLink has proven hungry in recent years for acquisitions, having acquired StreetShares, TazWorks and Saylent within one year, and off the back of its 2021 IPO. Its efforts to expand its product offerings and customer base are a testament to its adaptable nature that has engendered a long-standing strong market position.
Freddie
Company Specialist at Welcome to the Jungle
Insights
1% employee growth in 12 months
Company
Company benefits
- Potential For Equity-Based Awards
- Insurance coverage (medical, dental, vision, life, and disability)
- Flexible paid time off
- Paid holidays
- 401(k) plan with company match
- Remote work
- All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated, or superseded from time to time
Company HQ
Costa Mesa, CA
Leadership
Nicolaas Vlok
(CEO, not founder)Previously co-founded ad served as CEO for both TST and Idion Technology Holdings. Acted as President and CEO for Vision Solutions.
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