Customer Support/Account Representative

Job Summary:

We are seeking a Customer Support/Account Representative to provide support for Client Registrations and Entitlements within WM Operations. This role ensures compliance with regulatory requirements and internal procedures while delivering white-glove service to call center staff. The ideal candidate will be detail-oriented, organized, and capable of managing multiple tasks in a fast-paced environment.

Key Responsibilities:

• Manage Client registration requests for WM Operations in coordination with Compliance and Registration Oversight.

• Support periodic reviews and maintenance of registration attributes (e.g., licenses, states).

• Order materials for approved candidates and process vendor invoicing.

• Ensure new employees are onboarded with appropriate system access for day-one effectiveness.

• Monitor and report progress against entitlement review deliverables for WM Operations.

• Produce and monitor daily and monthly CSA Admin reporting.

• Perform security administration for vendor applications.

• Troubleshoot entitlement concerns for CSG staff.

• Provide additional reporting support as needed.

Required Qualifications:

• Proficiency in Microsoft Excel, Word, and Outlook.

• Strong interpersonal skills and ability to work effectively across all levels of employees.

• Strong written and verbal communication skills.

• High attention to detail and accuracy.

• Ability to perform efficiently in a fast-paced, dynamic environment.

• Strong organizational and prioritization skills.

Preferred Qualifications:

• Knowledge of Excel Macros via Visual Basic.

Education: High School