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- Manage day-to-day operations of the customer support organization
- Ownership of support team objectives and metrics tracking with accountability for planning and meeting organizational and departmental objectives and goals
- Ownership of quality as it pertains to changes delivered by the support organization
- Ownership of the troubleshooting guide
- Collaboration with other departments to gain support for customer support team objectives and assist other departments in meeting their objectives
- Client communications, providing proactive updates and responding to client escalations, directly managing escalated support tickets
- People management for all Customer Support team members
- Mentoring team members to balance the needs of Univeris and its customers
- Identifying approaches to continuously improve the customer support team including setting interim goals to address groupings of tickets with similar themes and resolutions
- Backing up customer support analysts during high volume periods and team member absences
- Bachelor's degree or a combination of education and experience in Engineering, Information Systems, or Business Administration
- 3+ years of experience in a customer or technical support analyst role
- Knowledge of relevant aspects of the IT industry
- Strong ability to manage and prioritize a backlog of unresolved support tickets
- Direct experience troubleshooting production issues utilizing strong analytical and problem-solving skills
- Deep knowledge of support team methods for managing new high priority support tickets and existing unresolved tickets
- Working knowledge of data analysis from support tickets
- Working experience in successfully managing a team through changes in approach, process and methods for continuous improvement
- Strong written and oral communication skills
- Experience with incident tracking software and office suites
- Experience in technology/financial services environment; knowledge of Wealth Management Systems and Mutual Fund/ETF trading
- Experience in Business Analysis
- Experience in Quality Assurance
- Experience with Atlassian's Jira and Confluence products
- Experience supporting both monolithic and microservice oriented enterprise software
- Working knowledge of Spanish and/or Canadian French - business is conducted in English however Univeris has employees and clients in locations where Spanish or French is the predominant language
Customer Support Manager - Toronto, Canada - Univeris
Description
Who we areUniveris has been successfully building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world. To date, more than 25,000 financial advisors and 1.5 million investors in 12 countries have converted to our money-managed platform—with over $450B in Assets Under Administration. Why? Because we have the technology to streamline portfolio management, drive efficiencies and improve productivity.At Univeris, we value talent and ideas. This means our employees have the freedom to do things they know would be great and meaningful for our clients and for the company. We're looking for people who are creative, get excited by new opportunities to learn and grow and feel at home by an organization that supports them. Ready to start your career?
The Opportunity
Reporting to the Chief Technology Officer, the Customer Support Manager will oversee day-to-day operations of the customer support organization, managing both customer support analysts and technical support team members. This role will involve people management, client communication, ownership of support team objectives, tracking and reporting of team metrics, collaboration with other departments, and continuous improvement of customer support methodologies.
The Role
The Successful Candidate
- Your Formal Qualifications
Your Proven Qualities:
Extras You Might Offer As Tiebreakers
Our CultureOur culture is what makes Univeris a fantastic place to work We have an inclusive work environment that is collaborative, dynamic, and open to new ideas. We incorporate integrity, honesty, and commitment into all aspects of our business functioning. From our open-door policy to our engaging company events, we take every opportunity to ensure that our employees are empowered, valued, and celebrated. In addition to our culture, we have other amazing benefits and perks that we offer to ensure you are at your best: - Competitive compensation reviewed twice a year- Robust health benefits, including yearly health care spending account available since day one and matching RRSP contribution program.- Schedule flexibility - we know our employees have lives outside of work and don't mind if you need to run to a mid-day doctor's appointment or pick up a kid early from school- Regular social events (both in-person and virtual), care packages, team lunches, and more.- Work From (Almost) Anywhere Policy: you can work from (almost) anywhere for up to 3 months.- Vacation entitlement grows with your tenure- Personal and Sick Days are provided to the whole organization- Professional Development and Growth opportunities as we are in a high-growth mode including mergers and acquisitions, massive projects in the pipeline and constantly changing dynamics of post-pandemic reality
At Univeris, we embrace diversity and inclusion and are committed to equal employment opportunities. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process may e-mail a request to
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.