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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 AustinWatermark 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 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: RandstadIBT 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 AppsAscendo
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
**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 cr
Job Source: FiservAustin, 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 same terms. We are looking for service-oriented individuals to help us revolutionize the way our investors access and invest in private companies!
Your Role at MicroVentures:
You will provide an exceptional client experience to our investors through chat, email, and phone channels. During a typical day you will:
1) Build strong relationships by educating clients on the investment process and answer any questions during the lifetime of the investment.
2) Problem solve current client issues to meet the immediate need as well as identify opportunities to enhance future client interactions.
3) Work with your team to solve current problems our clients face and to improve the systems and processes MicroVentures uses.
Qualities We Look For:
Coachable
Adaptable
Persuasive
Empathetic
Entrepreneurial
What Your First Year Looks Like - Phase 1: Learn the foundations of the position through our dynamic training program.
Acquire FINRA Series 7 & 63 as a condition of employment.
Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews
Implement the training and coaching by helping our clients through their chosen communication channel (Chat, Email and/or Inbound phone calls)
What Your First Year Looks Like - Phase 2: Now licensed, you will learn the role of an Investor Support Specialist through the tier 2 of our training program
Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews
Work with our high net worth accredited investors to ensure a smooth investment process.
What Your First Year Looks Like - Phase 3: Ongoing training and coaching to develop your skills so you can engage clients through outbound calls to discuss current offerings and/or their existing portfolio
Master your craft and encourage your entrepreneurial spirit at MicroVentures.
What MicroVentures Does for You: Study materials and sponsorship of SIE, Series 7 & 63
401K Match (100% match on the first 5% and 50% on the next 5%)
Annual discretionary bonus
MicroVentures covers the base plan for Medical, Dental and Disability insurance
3 Weeks paid time off + holidays
4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend
Company provided MacBook Air
Hybrid work environment in Austin TX (or fully remote depending on location)
$100 monthly technology stipend (phone and internet)
Companywide/sponsored Mental Health days
Email Alert for Client Support Specialist jobs in Austin, TX, United States
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