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LifeWorks Austin
Austin, TX, United States
** Client Support Specialist** **Job Category****:** Client Support **Requisition Number****:** CLIEN001100 Showing 1 location **Job Details** **Description** LifeWorks of Austin is looking for a Client Support Specialist. The Client Support Specialist works closely with the Chief Program Officer (CPO), in partnership with the Grants and Compliance
Job Source: LifeWorks AustinIBT Apps
Austin, TX, United States
**Client Support Specialist i2Suite (Reporting & General Ledger) Platform and i2OLB (Online Banking) Platform** Support Cedar Park, Texas Minimum Experience **Mid-level** IBT Apps is a financial services software company that supports community banks and credit unions across the United States. We are looking for candidates with financial institutio
Job Source: IBT AppsWatermark Insights, LLC
Austin, TX, United States
Watermark has a fantastic career opportunity for an articulate, skilled Client Support Specialist to join our talented team. This role exists within a fast-growing, dynamic environment (currently remote). The Client Support Specialist position is located in Austin, TX (or remote) and is full-time. We offer a fun and collaborative work environment,
Job Source: Watermark Insights, LLCIBT Apps
Austin, TX, United States
IBT Apps is currently looking to recruit a suitable candidate for the position of Client Support Specialist. This person is responsible for the i2Suite application that encompasses IBT Apps reporting function offering efficient, customizable, and automated reporting at the regulatory, board, executive and line management levels. The i2suite applica
Job Source: IBT AppsRandstad
Austin, TX, United States
client support specialist. austin , texas posted 5 days ago job details summary $18.49 - $18.50 per hour temp to perm high school category office and administrative support occupations referenceAB_4562206 job details Our client is looking to fill several Hybrid Client Support positions on their Mortgage Servicing team. If you are a custo
Job Source: RandstadMicroVentures
Austin, TX, United States
Job Summary MicroVentures gives both accredited and non-accredited investors access to invest in startups. We are one of the financial industry's first organizations to merge crowdfunding with the venture capital industry. MicroVentures provides an opportunity for angel investors to invest in startups alongside venture capitalists, often on the sa
Job Source: MicroVenturesOverhaul LLC
Austin, TX, United States
**Client Support Specialist (Overnight Shift)** at Overhaul Austin, Texas, United States **Who We Are** Overhaul is looking for energetic, analytical, and quality-focused team members to join their C3 Monitoring and 24/7 Customer Support Team as Watch Officers. Overhaul is a supply chain integrity solutions company that allows shippers to connect d
Job Source: Overhaul LLCRandstad US
Austin
client support specialist. + austin , texas + posted 6 days ago **job details** summary + $18.49 - $18.50 per hour + temp to perm + high school + category office and administrative support occupations + referenceAB_4562206 job details Our client is looking to fill several Hybrid Client Support positions on their Mortgage Servicing team. If you are
Job Source: Randstad USAustin, TX, United States
The Concierge Specialist position reports to the Supervisor of Concierge Support, and is responsible for serving as the primary contact for all operational needs of clients, leading independent financial advisors, and their support staff.
Essential duties include empowering advisor success through advocacy and integrity, forming trusted relationships with clients, serving as liaisons between clients and other service team members, assisting with navigating operational systems and procedures, responding to inquiries regarding account servicing, cost basis/account transactions, transfer of assets status, retirement plans, and more.
The role requires a strong passion for service and financial markets, active listening skills, ability to quickly learn new technology, analytical skills, attention to detail, strong communication and interpersonal skills, and a high level of integrity.
The candidate should have at least two years of experience in brokerage/financial services, banking, operations, and client support, and hold a high school diploma/GED, with a college degree preferred.
A Series 7 license is required prior to hire or within 180 days of hire, and retirement planning certifications are a plus. The position does not have any supervisory responsibilities.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Paula Rak
Email Alert for Client Support Specialist (Concierge) jobs in Austin, TX, United States
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