Operations Account Support Specialist

4 days ago


San Antonio, Texas, United States SWBC Full time
Job Title: Operations Account Support Specialist

SWBC is seeking a highly skilled and motivated individual to provide exceptional support to our Account Management Team and Operation Account Management team. As an Operations Account Support Specialist, you will play a critical role in delivering world-class service to our clients and internal teams.

Key Responsibilities:
  • Deliver cost-efficient and high-quality service to clients and internal teams.
  • Ensure ongoing client needs are met in conjunction with Account Management, Operational Account Management, and Performance Consultants.
  • Assist Account Managers or Operational Account Managers with new and existing product accounts, including new product implementations, technical questions, client satisfaction, and client retention.
  • Support client requests around data files and client contact database updates.
  • Collaborate with the AM/OAM team for client training and product-related contests.
  • Provide townhall-style trainings and demos for prospective and existing clients.
  • Work with internal teams and clients to resolve past due invoices.
  • Collect and analyze post-training survey results for the Performance Consultant group.
  • Coordinate the ordering of client marketing materials for products.
  • Monitor client utilization and satisfaction of all products and services to ensure maximum product usage.
  • Develop solutions for implementations by meeting and collaborating with various SWBC departments.
  • Provide subject matter expertise in the development of solutions for existing and new product implementations.
  • Assist in meeting company growth and financial profitability objectives and strategic plans by performing and reporting on various assigned departmental activities.
Requirements:
  • Bachelor's degree in Business, Marketing, or a related field or equivalent work experience.
  • At least two years of experience in client relationship management and project management skills or related experience.
  • Excellent interpersonal and communication skills, both written and oral.
  • Strong project oversight, organizational, and time management skills.
  • Excellent client-focus and customer service skills, as well as presentation skills.
  • Working knowledge of personal computers, including MS Word, Excel, and the Internet.
  • Able to use basic office equipment, including copiers and fax machines.
  • Able to sit for long periods of time while managing and monitoring product implementation.
  • Able to lift, push, or pull related documents.
  • Able to stoop, kneel, or stand to retrieve files or other documents.
What We Offer:
  • Competitive overall compensation package.
  • Work-Life balance.
  • Employee engagement activities and recognition awards.
  • Years of Service awards.
  • Career enhancement and growth opportunities.
  • Leadership Academy and Mentor Program.
  • Continuing education and career certifications.
  • Variety of healthcare coverage options.
  • Traditional and Roth 401(k) retirement plans.
  • Lucrative Wellness Program.

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at https://www.swbc.com. If interested, please click the appropriate apply button.



  • San Antonio, Texas, United States SWBC Full time

    Job Title: Operations Account Support SpecialistSWBC is seeking a highly skilled and detail-oriented individual to provide exceptional support to our Account Management Team and Operation Account Management team. As an Operations Account Support Specialist, you will be responsible for delivering world-class service to clients and internal teams, ensuring...


  • San Antonio, Texas, United States SWBC Full time

    Job Title: Operations Account Support SpecialistSWBC is seeking a highly skilled and detail-oriented individual to provide exceptional support to our Account Management Team and Operation Account Management team. As an Operations Account Support Specialist, you will be responsible for delivering world-class service to clients and internal teams, ensuring...


  • San Antonio, Texas, United States Usiinc Full time

    Operations Support SpecialistWe are seeking a highly organized and detail-oriented individual to join our team as an Operations Support Specialist. In this role, you will be responsible for managing daily operations, performing accounting and financial analysis, and providing HR administrative assistance to the management team.Key Responsibilities:Manage...


  • San Antonio, Texas, United States Citigroup Inc Full time

    Job Title: Operations Support Specialist 5Citigroup Inc. is seeking a highly skilled Operations Support Specialist 5 to join our team. As an Operations Support Specialist 5, you will be responsible for providing operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the...


  • San Antonio, Texas, United States Citigroup Inc Full time

    Job SummaryThe Operations Support Specialist 5 is an entry-level position responsible for providing operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team. This role serves as the liaison between...


  • San Antonio, Texas, United States Sevita Full time

    Support ServicesWe are seeking a highly motivated and detail-oriented individual to join our Sevita team as an Account Support Specialist. As a key member of our community services team, you will be responsible for providing exceptional support to our clients and their families.Key Responsibilities:Provide support to clients and their families through phone,...


  • San Antonio, Texas, United States FireSeeds Full time

    Job Title: Operations Support SpecialistC12 is a leading network of Christian CEOs, business owners, and executives, with a presence in major metro areas across the United States. As an Operations Support Specialist, you will play a critical role in ensuring the success of our franchisees and members.Job SummaryThe Operations Support Specialist will provide...


  • San Antonio, Texas, United States EmploYou, LLC Full time

    Job SummaryEmploYou, LLC is seeking a highly skilled Accounting and Administrative Support Specialist to join our team. The ideal candidate will possess strong math and Excel skills, with a proven track record of maintaining accurate financial records and providing key administrative support.Key Responsibilities Process invoices and assist with accounts...


  • San Antonio, Texas, United States FireSeeds Full time

    Job Title: Operations Support SpecialistC12 is a leading network of Christian CEOs, business owners, and executives, with a presence in major metro areas across the United States. As an Operations Support Specialist, you will play a critical role in ensuring the success of our franchisees and members.Job SummaryThe Operations Support Specialist will provide...


  • San Antonio, Texas, United States Citigroup Inc Full time

    Job Title: Operations Support Specialist 5The Operations Support Specialist 5 is an entry-level position within the Operations - Core Team at Citigroup Inc. This role is responsible for providing day-to-day operations support in alignment with Citi's operations support infrastructure and processes.Key Responsibilities:Resolve customer inquiries and supervise...


  • San Antonio, Texas, United States Roger Ward - San Antonio Inc. Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our Long Haul Operations team at Roger Ward - San Antonio Inc. This role will provide exceptional customer service, handle customer issues, and support the Operations Team in all aspects of administrative tasks.Key ResponsibilitiesProvide full-cycle customer service, handling...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    Accounts Receivable Specialist OpportunityCreative Financial Staffing has partnered with a leading company in San Antonio, Texas to find a skilled Accounts Receivable Specialist. This is a fantastic chance to join a respected organization known for its dedication to growth and employee satisfaction.About the Company and Opportunity:Our client is a...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    Accounts Receivable SpecialistCreative Financial Staffing has partnered with a leading company in San Antonio, Texas to find a skilled Accounts Receivable Specialist. This is an excellent opportunity to join a respected organization known for its commitment to growth and employee satisfaction.About the Company and Opportunity:Our client is a well-established...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    Accounts Payable Specialist Opportunity with Creative Financial StaffingCreative Financial Staffing has partnered with a reputable company in San Antonio, Texas to find a skilled Accounts Payable (AP) Specialist to join their accounting team. This role offers a chance to work with a dynamic organization known for its focus on employee growth and operational...


  • San Antonio, Texas, United States Citigroup Inc Full time

    Job SummaryAs an Ops Support Specialist 5, you will be responsible for resolving customer account maintenance inquiries and supervising escalated issues to provide efficient and effective customer service to Citigroup clients.Key ResponsibilitiesResolve customer account maintenance inquiries in a timely and professional manner.Supervise escalated issues to...


  • San Antonio, Texas, United States Citigroup Inc Full time

    Job Title: Operations Support Specialist C05Citigroup Inc. is seeking a highly skilled Operations Support Specialist C05 to join our team. As an Operations Support Specialist C05, you will be responsible for providing operations support services, performing Regulation E case reviews and dispute investigations on Person to Person transactions, and serving as...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    About Our Company and Opportunity for Financial Operations SpecialistAs the Bookkeeper/Accountant, you will have the opportunity to be the owner manager's right-hand advisor on the financial side, providing expert guidance and support to drive business growth and success.Enjoy a strong work-life balance with regular hours of 8-5 (Mon-Fri) and a comprehensive...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    Accounts Receivable Specialist OpportunityCreative Financial Staffing has partnered with a leading company in San Antonio, Texas to find a skilled Accounts Receivable Specialist. This is a fantastic chance to join a respected organization known for its dedication to growth and employee satisfaction.About the Company:Our client is a well-established player in...

  • Accounting Specialist

    2 weeks ago


    San Antonio, Texas, United States The Pillars Christian Learning Center Full time

    Job SummaryWe are seeking a highly skilled Accounting Specialist to join our team at The Pillars Christian Learning Center. This role will be responsible for performing daily accounting tasks to support the Accounting, Financial, and Operational teams.Key ResponsibilitiesManage accounts payable processManage credit card users across all locationsPerform bank...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is partnering with a dynamic company that is making a significant impact in the field of IT. This company offers a strong commitment to personal growth, fulfillment, and recognition, with daily exposure to upper management and a vibrant, fast-paced work environment.Accounts Receivable Specialist RoleThis role...