Donnelley financial solutions (dfin) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globeWe’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecyclesAs markets fluctuate, regulations evolve and technology advances, we’re thereAnd through it all, we deliver confidence with the right solutions in moments that matterSummary: provide subject matter technical and customer assistance to clients on the implementation and configuration of new and existing customers using the company’s proprietary document management, composition, and/or print workflow systemsResponsibilities:
Work closely with customers to gather requirements and set up accounts on the company`s proprietary document management, composition, and/or print workflow systems.
Configure systems/templates for new clients to meet specific requirements.
Actively participate in the client build including report analysis, initial setup, data discovery, data manipulation & output design
Provide day to day support of the systems for the customer and answer questions or assist in resolving data and formatting issues, provide recommendations on new/unique situations pertaining to styles or data, and process more difficult changes/requests.
Troubleshoot client issues with the systems and work to resolve functionality related issues and escalate technical issues to the appropriate response teams.
Provide training to clients regarding the use, functionality and navigation of the systems and system functionality enhancements.
Prepare general use guides and develop client specific documentation and templates.
May assist with version upgrades and uat testing to ensure a seamless product migrationProvide feedback on product functionality enhancements based on interactions with customers
Performs other related duties and participates in special projects as assigned.
Hs diploma or equivalent
Able to consistently apply applicable policies, procedures, regulations, and program objectives when carrying out the duties of the job.
Must have advanced knowledge of technology to include computers and software programs such as ms office or other programs specific to the job in order to complete job duties successfully.
Must have excellent oral and written communication skills to communicate effectively across departments when completing assignments.
Must have strong organizational skills with ability to manage deadlines and prioritize workload and make adjustment to meet business needs.
Flexibility required – overtime, including weekends and holidays may be needed.
2-3 of relevant administrative/operational support directly related to the duties of the job, or demonstrated ability to meet the job requirements through a comparable number of years of work experienceMay possess additional education certification in this levelAccounting or finance degree a strong plus.
Requires excellent knowledge of functional area(s) related to the job or good knowledge related to a professional field of work.
Experience in software implementations or financial reporting is a plusAbility to review and understand the different pieces of financial reports, including but not limited to financial and portfolio statements, notes to financials, and any other supported informationFamiliarity with xml and sec regulatory knowledge are a plus.
It is the policy of donnelley financial solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran`s status, actual or perceived sexual orientation, genetic information or any other protected statusIf you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disabilityYou can request a reasonable accommodation by sending an email to email@example.com#bi-remote