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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 AustinEMS LINQ, Inc
Austin, TX, United States
Who We Are: We are a national, innovative, high-growth software company devoted to K12 education administration. Our products beat the competition by focusing on all business operations of K12 schools, including both financial and school nutrition management. We have a deep understanding of K12 school systems and regulations, with a focus on provi
Job Source: EMS LINQ, IncWatermark 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
**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 AppsMicroVentures
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: MicroVenturesAscendo
Austin, 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 relationsh
Job Source: AscendoOverhaul 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 LLCFiserv
Austin, TX, United States
Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credi
Job Source: FiservAustin, 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 application allows clients to get transaction based, on-demand reports, automated call reports and more. Additionally, Excel can be leveraged to help build reports that communicate business insights clients need to stay informed. This position plays a crucial role in ensuring that reporting for financial institutions is managed with the use of the application's dynamic reports capabilities.
Who is IBT Apps?
At IBT Apps, we are more than just a financial services software company - we are a trusted partner to community banks and credit unions across the United States. Our mission is to empower these financial institutions to thrive in today's dynamic banking landscape. Join us in our mission to empower community banks, drive innovation, and make a lasting impact on the financial services sector. Discover what it's like to be part of a team that's reshaping the future of banking across the nation.
We have employees all over the US. This position can be remote in TX, IL, FL, OK, OH, IN, ND, or NC.
Our work style is results-oriented, pragmatic, and rational. We also prefer simple over complex.
Job Description
The Client Support Specialist is responsible for the day-to-day support of IBT Apps clients with the i2Suite report writing application utilizing a ticketing platform, and inbound phone calls. IBT App's CSS additionally aids with Active Directory Configuration Role Management, Remote Print Setup, General Ledger, Troubleshooting and other assigned tasks or duties, as necessary.
Duties
Expert Report Writer
Use SQL coding abilities to write reports that are fine-tuned to institutions' specific needs.
Expert Report Writer Assistance
Assisting financial institutions to better understand the i2Suite report writing application database to allow clients to create their own reports.
Security
Assisting financial institutions with employee access, making sure access is granted and employee access is in the correct Role.
Provide additional assistance with Function Privileges, Page Privileges and Report Group Privileges.
Report Archive
Assisting financial institutions with Notice management, Batch Management, and Process Management.
Group Assignment
Assisting financial institutions with Report Group assignments, Group Name, Friendly Name.
General Ledger
Assisting financial institutions with General Ledger outage conditions for research.
Day to Day
Report writing
Use of ticketing application
In-Bound phone calls
Analyze/Diagnose client issues/concerns through research
Case follow-up providing easily understood answers adapted to the client's situation
Provide software technical support
Skills & Requirements A minimum of one - two years of SQL proficiency and database management.
A minimum of one - two years of Bank General Ledger Experience
Experience with a financial institution's regulatory reporting requirements (Call Report) containing such items as the bank's income statement, balance sheet, loan information, deposit information
Use of or familiarity with a support ticketing system such as ZenDesk, Dynamics, Salesforce, Jira.
Use of or familiarity with ADFS or Azure AD, Network Administration.
Attention to detail, dependability, integrity, cooperation, stress tolerance, teamwork
Knowledge of the financial industry, concepts and terminology.
Email Alert for Client Support Specialist jobs in Austin, TX, United States
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