Who We Are
Univeris has been building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms, including mutual fund dealers, securities dealers, wealth management firms, and insurance companies — seeking to stay competitive in a digital-first world. Today, more than 25,000 financial advisors and 1.5 million investors in 12 countries rely on our platform, representing over $450B in Assets Under Administration.
We help our clients streamline portfolio management, drive efficiencies, and create meaningful value. At Univeris, we value talent, innovation, and ideas. We empower employees to act boldly, learn continuously, and deliver solutions that matter.
The Opportunity
The Customer Support Analyst is responsible for day-to-day operations support activities while maintaining customer relationships. The Support Analyst is expected to have some basic knowledge of products and services being offered by Univeris and ensures that products and services consistently meet our client needs. Your effort is managed within a strict subset of defined KPI's that are highlighted by managing priorities amongst a group of developers and business analysts.
In addition, you're proficient assisting both on-premise and SaaS based clients with the best possible service and recommendations from issue inception to resolution. Our goal is to ensure our clients are satisfied, and make regular use of our platform, renew their subscriptions and are eager to expand the footprint of the Univeris solutions within their organization.