Job 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 OpportunityReporting 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 RoleManage day-to-day operations of the customer support organizationOwnership of support team objectives and metrics tracking with accountability for planning and meeting organizational and departmental objectives and goalsOwnership of quality as it pertains to changes delivered by the support organizationOwnership of the troubleshooting guideCollaboration with other departments to gain support for customer support team objectives and assist other departments in meeting their objectivesClient communications, providing proactive updates and responding to client escalations, directly managing escalated support ticketsPeople management for all Customer Support team membersMentoring team members to balance the needs of Univeris and its customersIdentifying approaches to continuously improve the customer support team including setting interim goals to address groupings of tickets with similar themes and resolutionsBacking up customer support analysts during high volume periods and team member absencesThe Successful CandidateYour Formal QualificationsBachelor’s degree or a combination of education and experience in Engineering, Information Systems, or Business Administration3+ years of experience in a customer or technical support analyst roleKnowledge of relevant aspects of the IT industryYour Proven Qualities:Strong ability to manage and prioritize a backlog of unresolved support ticketsDirect experience troubleshooting production issues utilizing strong analytical and problem-solving skillsDeep knowledge of support team methods for managing new high priority support tickets and existing unresolved ticketsWorking knowledge of data analysis from support ticketsWorking experience in successfully managing a team through changes in approach, process and methods for continuous improvementStrong written and oral communication skillsExperience with incident tracking software and office suitesExperience in technology/financial services environment; knowledge of Wealth Management Systems and Mutual Fund/ETF tradingExtras You Might Offer As TiebreakersExperience in Business AnalysisExperience in Quality AssuranceExperience with Atlassians Jira and Confluence productsExperience supporting both monolithic and microservice oriented enterprise softwareWorking knowledge ofSpanishand/or Canadian French – business is conducted in English however Univeris has employees and clients in locations where Spanish or French is the predominant languageThe Work EnvironmentOur mid-sized office environment is in a great location downtown - we are right by St. Lawrence Market, close to the Distillery District, and 10 minutes away from the Financial District! Work may be in-office, remote, or hybrid, collaborating with other team members in-personal and digitally during regular business hours. We offer a flexible schedule, however, some work outside of normal business hours may be required on occasion due to time-constrained activities or collaborating with remote teamsOur 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 dont mind if you need to run to a mid-day doctors 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 realityAt 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 tocareers@univeris.com.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.