Explore 3 client support specialist ii jobs from 2 hiring companies in Jacksonville, FL, US. Filter by remote, salary, experience, and company, then open any listing to apply.

client-support-specialist-ii

Client Support Specialist Ii

Bellair-Meadowbrook Terrace

Fruit Cove

Lakeside

Oakleaf Plantation

Jacksonville Beach

Fleming Island

Ponte Vedra Beach

St. Johns

Atlantic Beach

Palm Valley

Orange Park

Middleburg

Yulee

St. Marys

Fernandina Beach

Kingsland

Neptune Beach

Asbury Lake

Saint Augustine

Client Support Specialist Ii Jobs

Intercontinental Exchange

Truist

Hybrid

Onsite

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Job Purpose  The Client Support Specialist II acts as a subject-matter and product-area specialist to provide technical and business support to our customer base utilizing ICE Mortgage Technology products, services, platform technologies, and workflows.  The Client Support Specialist II endeavors to deliver complete resolutions in a timely and consistent manner to address our customers’ questions, concerns, and errors encountered in their use of, and interaction with ICE Mortgage Technology product and services within their business.  The Client Support Specialist II may be deployed virtually to manage and drive resolution of escalated customer issues and may be called upon to assist support analysts in complex troubleshooting efforts. Products supported include:  Director, Passport, Bulk Data Extract (BDE), ICE Business Intelligence, Navigator, Portal, Loan Boarding, Single Sign On (SSO). Responsibilities<ul><li>Develop and effectively apply learned technical and domain expertise to assist customers and team members in the intended and proper use of Ice Mortgage Technology software solutions. </li><li>Resolve complex problems reported by the customer to the agent in a timely manner with minimal assistance for 95% of all cases assigned at six-month’s tenure in the role while maintaining a satisfactory level of customer satisfaction.</li><li>Drive service level attainment to departmental standards.</li><li>Strive for first-call resolution, balancing completeness of resolution and quality of service while maintaining appropriate technical escalation rates in accordance with departmental standards.</li><li>Recognize systemic customer-impacting problems and respond appropriately per departmental procedure.</li><li>Understand and follow company and departmental guidelines and policies for customer interaction/customer service.</li><li>Adopt and exhibit core behaviors toward teamwork and professionalism as defined by departmental standard.</li><li>Drive customer interactions as set forth by department policy and procedure.</li><li>Adhere to schedule as set forth by management. </li><li>Manage case backlog to departmental standards.</li><li>Thoroughly and accurately document details of all customer interactions in appropriate case management system.</li><li>Mentor and assist Team Members in workload and understanding of the systems and departmental policies and procedures.</li></ul> Knowledge and Experience<ul type="disc"><li>2 years equivalent customer service or technical support experience</li><li>Ability to manage own time to department and team standards and expectations   </li><li>Ability to Analyze and compare the conceptual and technical symptoms of a reported software problem to expected functionality and accurately identify the key differences, probable cause, and corrective course of action</li><li>An ability to demonstrate basic competency in software application problem diagnosis, troubleshooting, and resolution</li><li>Customer Focus: Exhibits a sense of dedication to meeting the expectations and requirements of the customer. Actions are considerate of customer need and perception; Builds and maintains functional and appropriate relationships; Gains trust and garners the respect of the customer.</li><li>Nimble Learning: Willingly and actively learns through experimentation and problem solving.  Curious; Learns concepts quickly; Seeks knowledge. Ability to learn and apply the use of department, job, and role specific policies, processes, procedures, and technologies.</li><li>Technical Savvy: Exhibits a willingness and desire to learn diverse, job-appropriate technologies and technical skills.  Capacity to understand technical concepts, processes, procedures, and tools. An aptitude for technical problem solving, including the ability to learn and adopt new technical concepts, processes, and troubleshooting procedures.      </li></ul> #LI-SF1

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Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

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Client Support Specialist II, MSP Client Server

Client Support Specialist II

2 years of customer service or technical support; strong problem-solving and communication skills.

Overview Job Purpose  The Client Support Specialist II acts as a subject-matter and product-area specialist to provide technical and business support to our customer base utilizing ICE Mortgage Technology products, services, platform technologies, and workflows.  The Client Support Specialist II endeavors to deliver complete resolutions in a timely and consistent manner to address our customers’ questions, concerns, and errors encountered in their use of, and interaction with ICE Mortgage Technology product and services within their business.  The Client Support Specialist II may be deployed virtually to manage and drive resolution of escalated customer issues and may be called upon to assist support analysts in complex troubleshooting efforts. Products supported include:  Director, Passport, Bulk Data Extract (BDE), ICE Business Intelligence, Navigator, Portal, Loan Boarding, Single Sign On (SSO). Responsibilities<ul><li>Develop and effectively apply learned technical and domain expertise to assist customers and team members in the intended and proper use of Ice Mortgage Technology software solutions. </li><li>Resolve complex problems reported by the customer to the agent in a timely manner with minimal assistance for 95% of all cases assigned at six-month’s tenure in the role while maintaining a satisfactory level of customer satisfaction.</li><li>Drive service level attainment to departmental standards.</li><li>Strive for first-call resolution, balancing completeness of resolution and quality of service while maintaining appropriate technical escalation rates in accordance with departmental standards.</li><li>Recognize systemic customer-impacting problems and respond appropriately per departmental procedure.</li><li>Understand and follow company and departmental guidelines and policies for customer interaction/customer service.</li><li>Adopt and exhibit core behaviors toward teamwork and professionalism as defined by departmental standard.</li><li>Drive customer interactions as set forth by department policy and procedure.</li><li>Adhere to schedule as set forth by management. </li><li>Manage case backlog to departmental standards.</li><li>Thoroughly and accurately document details of all customer interactions in appropriate case management system.</li><li>Mentor and assist Team Members in workload and understanding of the systems and departmental policies and procedures.</li></ul> Knowledge and Experience<ul type="disc"><li>2 years equivalent customer service or technical support experience</li><li>Ability to manage own time to department and team standards and expectations   </li><li>Ability to Analyze and compare the conceptual and technical symptoms of a reported software problem to expected functionality and accurately identify the key differences, probable cause, and corrective course of action</li><li>An ability to demonstrate basic competency in software application problem diagnosis, troubleshooting, and resolution</li><li>Customer Focus: Exhibits a sense of dedication to meeting the expectations and requirements of the customer. Actions are considerate of customer need and perception; Builds and maintains functional and appropriate relationships; Gains trust and garners the respect of the customer.</li><li>Nimble Learning: Willingly and actively learns through experimentation and problem solving.  Curious; Learns concepts quickly; Seeks knowledge. Ability to learn and apply the use of department, job, and role specific policies, processes, procedures, and technologies.</li><li>Technical Savvy: Exhibits a willingness and desire to learn diverse, job-appropriate technologies and technical skills.  Capacity to understand technical concepts, processes, procedures, and tools. An aptitude for technical problem solving, including the ability to learn and adopt new technical concepts, processes, and troubleshooting procedures.      </li></ul> #LI-SF1 Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

2 years customer service or technical support experience; strong problem analysis; time management; ability to learn and apply policies.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you&#39;ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.<a target="_blank" href="https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career_site_FAQ-1758133253710.pdf">Need Help?</a>If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to <a target="_blank" href="mailto:careers&#64;truist.com?subject&#61;Accommodation%20request">Accessibility</a> (accommodation requests only; other inquiries won&#39;t receive a response).Regular or Temporary:RegularLanguage Fluency:  English (Required)Work Shift:1st shift (United States of America)<h1></h1><h3>Please review the following job description:</h3>Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate.<div>ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.   1.    Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities. 2.    Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals) 3.    Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials. 4.    Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways. 5.    Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6.    Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner. 7.    Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support. 8.    Escalate potential at-risk relationships to advisor/regional managing director. 9.    Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10.    Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs. 11.    Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions. 12.    Respond to client requests for information and assistance within appropriate level of authority. 13.    Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience. 14.    Continually render responsive and professional personal service to Wealth clients 15.    Can attend client events/meetings, as needed, with leadership approval. 16.    Serve as a peer-mentor for WSS I 17.    Participate in workstreams, committees and councils as needed. 18.    Able to provide support for multiple advisors and client relationships in a fast-paced environment. 19.    Able to work independently and seek guidance as needed. 20.    Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.   QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1.    Undergraduate degree or 4&#43; years of banking experience 2.    Excellent organizational skills with the ability to work on numerous tasks simultaneously. 3.    Responsive to coaching 4.    Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training. 5.    Flexible; able to adapt to change.   6.    Able to identify and focus on top priorities in a fast-paced environment with multiple priorities 7.    Strong understanding of banking, lending, commercial and wealth management solutions 8.    Excellent interpersonal and relationship management skills 9.    Excellent oral and written communication skills 10.    Proficiency in Microsoft Office applications 11.    Exemplary customer service and professional etiquette skills 12.    Ability to travel, occasionally overnight.     Preferred Qualifications: 1.    5 years of previous banking or other financial institutional experience 2.    Strong fiduciary and investment management knowledge 3.    For specialty support teammates, commercial or specialty-industry experience  </div>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit <a href="https://benefits.truist.com/" target="_blank">our Benefits site</a>. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.<a target="_blank" href="https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf">EEO is the Law</a>    <a target="_blank" href="https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify_Participation_Poster-1757074518541.pdf">E-Verify</a> <a target="_blank" href="https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER_RightToWorkPoster-1757074222028.pdf">IER Right to Work</a>

Wealth Support Specialist II ( Winter Park, Ponte Vedra Beach or Ocala, FL.)

Wealth Support Specialist II

Provide in-office client and advisor support for wealth management team; handle intake, workload management, and triage requests; collaborate with centralized service team.

Client Support Specialist Ii Jobs in Jacksonville, FL, US | HiringCafe: every job on earth

Client Support Specialist Ii Jobs in Jacksonville, FL, US

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