Client Services Support

2 weeks ago


Jacksonville, United States Pyramid Consulting Full time

Immediate need for a talented Client Services Support. This is a 06+months contract opportunity with long-term potential and is located in Jacksonville, FL (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:24-39320

Pay Range:$32/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

  • Support Account Managers in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions with multiple deliverables.
  • Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH; set up of payments).
  • Monitor transactions to verify borrowers' compliance with reporting requirements.
  • Interface with various internal departments such as Operations, Business Control and Compliance.
  • Ensure that all weekly, by-monthly and monthly reporting and systems updates are reviewed, approved and complete (overdraft, ticklers, deal events, annual account reviews, etc.).
  • Responsible for ensuring excellent service is provided to all clients.
  • Manage risk through strict adherence to internal policies and procedures.
Key Requirements and Technology Experience:
  • Key Skills:transaction processing , trade support , sales support in either "trust account" , "project finance" , "corporate trust" , "public finance" ,"Structured finance" , "structured loan"
  • Ability to multi-task and excellent attention to detail.
  • Strong interpersonal and verbal/written communication skills.
  • Works collaboratively within the organization, as well as independently.
  • Strong candidates may also, but are not required to, possess experience in Project Finance and/or Corporate Trust.
  • Experienced in trust accounts' daily activity management.
  • Familiar syndicated loan structures, collateral & security trustee services and administrative agent functions.
  • Proficiency with software such as Outlook, Microsoft Excel and PowerPoint.
Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

#mor

  • Jacksonville, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Client Services Support. This is a 06+months contract opportunity with long-term potential and is located in Jacksonville, FL (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-39320 Pay Range:$32/hour. Employee benefits include, but are not limited to, health insurance...


  • Jacksonville, United States WSN Full time

    WSN is seeking a Client Services Support Consultant to place with our client, a major investment bank located in Jacksonville Florida.Client Services SupportProvide agency services (account bank, collateral agent, administrative agent, and trustee) on a diverse portfolio of project finance/structured finance transactions• Support Account Managers in...


  • Jacksonville, United States WSN Full time

    WSN is seeking a Client Services Support Consultant to place with our client, a major investment bank located in Jacksonville Florida.Client Services SupportProvide agency services (account bank, collateral agent, administrative agent, and trustee) on a diverse portfolio of project finance/structured finance transactions• Support Account Managers in...


  • Jacksonville, Florida, United States SS&C Technologies Full time

    SS&C Technologies is a global leader in the financial services and technology sectors, delivering innovative solutions to clients worldwide. As a Client Support Specialist, you will play a critical role in ensuring the success of our clients by providing exceptional technical support and guidance.Key Responsibilities:Deliver top-notch technical support to...


  • Jacksonville, Florida, United States SS&C Full time

    About the RoleWe are seeking a highly skilled and motivated Client Support Specialist to join our team at SS&C. As a key member of our Client Services Group, you will play a critical role in providing exceptional support to our clients, ensuring their successful use of our solutions and delivering a high level of customer satisfaction.Key...


  • Jacksonville, Florida, United States Success Services Plus Inc Full time

    Job OverviewSupport Service Facilitators (SSF):Support Service Facilitators encompass personal care aides, direct support specialists, certified nursing assistants, and similar roles.They deliver a diverse range of community-based and health-related services that assist individuals with developmental disabilities.They offer guidance, mentorship,...


  • Jacksonville, Florida, United States Symrise AG Full time

    Role Overview The Client Support Specialist is responsible for managing daily operations within the customer service department to ensure seamless order processing and fulfillment. Key Responsibilities Provide comprehensive account management assistance to clients. Engage in proactive communication regarding account status and activities. ...


  • Jacksonville, Florida, United States Randstad North America, Inc. Full time

    Join Our Team as a Client Support Specialist Randstad North America, Inc., in collaboration with a leading global wealth management and financial services organization, is thrilled to present an opportunity for dedicated call center professionals. This position offers a long-term potential for temp-to-hire employment, with a competitive starting wage of $21...


  • Jacksonville, United States SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...


  • Jacksonville, Florida, United States Custom Brands Group Full time

    Client Support SpecialistCustomer Service & SupportOverviewCustom Brands Group is expanding its Customer Service team and is seeking dedicated individuals to join us. This role focuses on delivering outstanding service and support to our valued customers.About Us:As a division of Hunter Douglas, Custom Brands Group specializes in providing tailored window...


  • Jacksonville, Florida, United States UniFirst Full time

    Client Support SpecialistUniFirst Corporation, a prominent player in the garment services sector, is seeking a Client Support Specialist.Manage phone inquiries and process orders via telephonePerform data entry tasksOffer internal assistance to sales personnelAssist in resolving customer concerns related to their accountsHandle credits and exchangesOversee...


  • Jacksonville, Florida, United States Oates Energy, Inc. Full time

    Position OverviewOates Energy, Inc. is seeking dedicated individuals to fill the role of Client Support Representative. This entry-level position serves as an excellent opportunity to familiarize oneself with our operations and advance within the company. A Client Support Representative engages with customers to address inquiries related to their accounts...


  • Jacksonville, Florida, United States FIS - Fidelity Information Services Full time

    Role OverviewAs a Product Support Representative I, you will play a crucial role in fostering relationships with our vendors. Your primary responsibility will be to reach out to vendors via phone to present the FIS Integrated Payables Virtual Credit Card and ACH programs.Key ResponsibilitiesEstablish and nurture rapport with vendors to ensure effective...


  • Jacksonville, Florida, United States First Horizon Full time

    Position OverviewLocation: RemoteRole SummaryThe Client Specialist II plays a pivotal role in supporting both clients and sales personnel by executing moderately complex administrative tasks essential for office operations and document management.KEY RESPONSIBILITIESDeliver support for commercial lending activities to Relationship Managers.Review and...


  • Jacksonville, Florida, United States Air McCall Full time

    Location: Jacksonville, FL, USA Salary: $12-$18 per hour Employment Type: Full Time Benefits: 401K plan with match, health, life, dental insurance, paid time off (PTO) after one year of service, paid holidays after one year of service. Company Overview: Air McCall, Inc. is a reputable, family-owned enterprise located in Jacksonville, FL, specializing in both...


  • Jacksonville, Florida, United States Cass Information Systems Full time

    Client Services Associate - Part-TimeJob Category: Administrative/Support Requisition Number: CUSTO001327Job OverviewThe Client Services Associate plays a crucial role in addressing incoming inquiries from clients and vendors regarding their accounts. This position is dedicated to resolving service-related challenges, fulfilling requests, and ensuring...


  • Jacksonville, Florida, United States GL2 Partners Full time

    Join Our Team as a Member Service RepresentativeGL2 Partners is looking for a committed Member Service Representative to enhance our Customer Service division. The successful candidate will play a vital role in delivering outstanding support to our members, addressing their questions and concerns promptly and professionally. This position is essential in...


  • Jacksonville, Florida, United States Ascendo Resources Full time

    Essential Qualifications:Completion of High School or equivalent is mandatory.A minimum of 3-4 years of experience in customer support, ideally within a call center setting.Ability to navigate multiple software applications concurrently.Fluency in Spanish is advantageous.Key Responsibilities:Interact with clients through phone, SMS, chat, and email to...


  • Jacksonville, Florida, United States Ascendo Resources Full time

    Essential Qualifications:Completion of High School or equivalent is mandatory.A minimum of 3-4 years in a customer support role, ideally within a call center setting.Ability to navigate multiple software applications concurrently.Fluency in Spanish is advantageous.Key Responsibilities:Interact with clients through phone, SMS, chat, and email to deliver...


  • Jacksonville, Florida, United States HomeTeam Pest Defense Full time

    Customer Service Representative - Comprehensive Training OfferedJob Category: Customer Service Requisition Number: CUSTO18536Position OverviewAt HomeTeam, our priority is our people.We ensure that our team members have the necessary resources, guidance, and training to provide an exceptional experience for every client. Our welcoming and supportive workplace...