Client Services Representative - Wed - Sun 8am-5pm or Sat - Wed 8am-5pm

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The Client Services Representative supports customers and actively manages Capital Markets and Investments/Mutual Funds document requests and product inquiries. Working with members across the team, they serve as a contact for Workiva products and services and are responsible for providing accurate and timely delivery of client requests. The Client Services Representative is counted on to deliver an exceptional customer service experience.

Responsibilities

  • Provide timely service to our Capital Markets Working Groups (issuer and underwriter counsel, bankers, auditors, consultants and customers) and Investment Working Groups (internal and external counsel, paralegals, fund administrators, EDGAR filers and customers) throughout the completion of the transaction and/or regulatory reporting cycles
  • Complete routine service requests such as document imports and document edits as well as routine customer support requests
  • Import documents supplied from Working Groups by applying correct formulas, formatting and style in Workiva Documents
  • Create and link source financial data in Workiva Spreadsheets
  • Ensure accuracy of documents through review of work completed
  • Answer customer inquiries through dedicated support line and email
  • Escalate customer issues to appropriate team members while remaining accountable to customers
  • Assist Client Services Department on ancillary service projects

What You'll Need

Education

  • Undergraduate Degree or equivalent combination of education and experience in a related field.

Skills

  • Proven professionalism in verbal and written communication via phone, email and other channels
  • Self-motivated with a strong propensity for action, results and continuous improvement
  • Ability to work successfully in a rapidly changing environment
  • Strong organizational skills with the ability to multi-task and manage multiple processes, programs and procedures simultaneously while working under pressure to meet deadlines
  • Technical aptitude with competency in G Suite and Microsoft Office applications
  • Proficiency to communicate directly with customers on technical aspects of our application
  • Demonstrated ability to lead, work independently, and take initiative to meet established timelines
  • Flexibility to work varying hours to meet client deliverables and tight deadlines
  • Commitment to a collaborative and engaging team setting
  • Ability to deliver high quality service and support under pressure with a keen attention to detail

Experience

  • Background in accounting/finance industry preferred
  • Previous customer facing role(s) preferred

Travel

  • Less than 10%

Working Conditions & Physical Requirements

  • Evening, weekend, and after-hours work may be required to meet client deliverables
  • Reliable internet access for any period of time working remotely, not in a Workiva office

How You’ll Be Rewarded

  • Base Pay Range in Colorado: $20-$23/hr

  • A discretionary bonus typically paid annually

  • Restricted Stock Units granted at time of hire

  • A shift premium provided for night and weekend work


The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

  • Customer Success: Always delight our customers.
  • Trust: Rely on each other. 
  • Integrity: Do the right thing, every time. 
  • Collaboration: Share resources and work together. 
  • Innovation: Keep creating solutions and finding better ways. 
  • Inclusion: Support a diverse community where we all belong. 
  • Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy: 

  • Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.
  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
  • Involvement: Ability to participate in Employee Resource Groups, (Women in Tech, Women in Sales, Ethnic Diversity, Veterans, Rainbow (LGBTQ), Remote Employees, Caregiving) Volunteering, Company wide celebrations, and more
  • Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.

     

Learn more: https://www.linkedin.com/showcase/workiva-life-and-careers/

Learn more: https://www.workiva.com/careers/benefits

Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • Google AppEngineLanguages
    • Open SourceLanguages
    • Dart Languages
    • ReactLibraries
    • CassandraDatabases
    • Graph DatabaseDatabases
    • Google AnalyticsAnalytics
    • JIRAManagement
    • DrupalCMS
    • SalesforceCRM
    • MarketoLead Gen

Location

Workiva is in an ideal location on the banks of the South Platte River surrounded by restaurants and retail shops!

An Insider's view of Workiva

What’s the vibe like in the office?

Workiva is a close-knit workplace where teamwork is highly valued—people encourage and truly appreciate the hard work of their fellow team members and treat each other with respect.

Molly Nitka

Corporate Programs Manager

What is your vision for the company?

Our mission at Workiva—to power transparent reporting for a better world—is supported by our company values: customer success, innovation, trust, integrity, inclusion, collaboration, and accountability. We are successful because we put our employees first, listen to their voices, and respond to their needs.

Marty Vanderploeg

CEO

What are Workiva Perks + Benefits

Workiva Benefits Overview

When you join Workiva, you get a world-class benefits package for you and your family. On day one, every full-time employee starts with stock options, vacation, and the opportunity to enroll in our discounted stock purchase plan.

We offer comprehensive health, dental, and vision care plans; life and disability insurance; and 12 weeks of paid parental leave. With a casual dress code, support for health and wellness, and flexible work hours, we’ve got you covered for whatever life brings.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
We have seven employee resource groups that are formed around a shared interest or common goal. These groups are designed to support their members and cultivate a more diverse & inclusive workspace.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
We provide up to 12 weeks of parental leave for the primary caretaker. Workiva also provides 12 weeks of leave for the secondary caretaker.
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Onsite gym
Professional Development Benefits
Job training & conferences
Workiva offers employees professional development opportunities like Onsite training courses, The ability to attend job related conferences and seminars.
Promote from within
Continuing education available during work hours

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