Description

You will serve as the vital link between the organization and its clients, resolving technical treasury software issues while collaborating across global teams to deliver seamless financial solutions.

Requirements

• •Technical customer service experience preferred
• •Understanding of financial theory or accounting preferred
• •Experience supporting large-scale SaaS applications
• •Configuration management tools experience advantageous
• •SQL queries and reporting tools experience advantageous
• •Sound general technical experience
• •Orientation towards systems and automation
• •Interpersonal and cross-functional teamwork skills
• •Critical thinking and problem-solving ability
• •Self-starter with multitasking and prioritization skills
• •Highly organized and fast-paced adaptability
• •Meticulous attention to detail and accuracy
• •Excellent verbal and written communication skills
• •Bachelor’s degree in Finance or related field preferred
• •Enrollment in CFA, CTP or professional program advantageous

Tasks

• •Act as the primary support for internal and external client issues
• •Troubleshoot and resolve technical problems efficiently
• •Collaborate with account managers and DevOps to solve complex issues
• •Load static data like bank accounts and entities into client databases
• •Create licenses and SQL databases for new client implementations
• •Maintain the master SQL database and balance reporting
• •Manage RSA and Symantec credentials and setup
• •Build basic client reports using the Izenda tool
• •Troubleshoot PowerShell scripts and payment extract issues
• •Configure account analysis for new implementations
• •Resolve inbound and outbound connectivity problems
• •Address Alliance Lite 2 technical issues
• •Support the solutions team during client handoffs

Tools & Technologies

Benefits