Client Support Analyst
InvestCloud
8 reviews
Tampa, FL 33609
Temporarily remote
InvestCloud
8 reviews
Read what people are saying about working here.
Job details
Salary
$25,000 - $30,000 a year
Job Type
Full-time
Number of hires for this role
1
Qualifications
• • High school or equivalent (Required)
• US work authorization (Required)
Full Job Description About InvestCloud
Are you excited by the opportunity to revolutionize an industry? InvestCloud is a high tech financial services company that is redefining the way that the securities industry uses and interacts with
data. InvestCloud is both the first company in the industry to build a cloud-based data platform and the largest developer of wealth management websites and financial services applets. Our offices are located in Los Angeles, San Francisco, New York and Tampa, Florida & London.
Position Overview
Do you enjoy using technology to help others in a fast-paced environment? Are you a team player with a focus on the importance of the client’s experience? Are you a skilled technologist with an interest and experience in the asset management industry? Are you excited by the opportunity to change the way that the global finance industry uses and interacts with data? The InvestCloud team is looking for an application support engineer in our Tampa office with the technical skills, customer focus, and a drive to deliver innovative solutions to the challenges faced by today’s investment managers.
This position will be part of a team responsible for supporting financial applications for InvestCloud and its clients in a manner that exemplifies a culture of “Client Focus” with a sense of urgency around servicing client needs and requirements. Prior experience in supporting cloud based applications, Portfolio Accounting, Trade Order Management, and other software in the Capital Markets industry is highly desirable.
Key Responsibilities
• Take ownership of issues and investigate them to resolution.
• Ensures proper escalation and response to customer issues team both to the customer directly and to other departments within InvestCloud
• Adheres to, follows, recommends, updates and mentors junior staff members on standardized IT processes
• Follow and promote rigor around change management procedures
• Focus towards security practices and data segregation
• Ensure escalated issues are resolved in a timely and efficient manner
• Ensure daily scheduled activities are completed on time and with high a degree of accuracy
• Ability to digest changes and come up with readiness assessment
• Communicate clear requirements to escalation point when needed.
• Ensure leverage of knowledge base and formal post mortems to continuously improve the platform
Qualifications
• At least 2 years of experience supporting capital markets applications
• Knowledge of Portfolio Accounting systems such as Advent Axys, APX or Geneva is a plus
• Knowledge of Order Management systems, Eze Castle is a plus
• Prior experience supporting a cloud based platform is a huge plus
• Strong customer service focus
• Excellent verbal and written skills required
• Excellent time management and organization skills
• Must be able to work in a fast paced environment and manage priorities
• Ability to hold others accountable in a fair and transparent manner
• Analytical skills with a dedicated eye to detail, thoroughness and follow up
Work Conditions
• Office hours: subject to different shift work
• On-call availability
• Working with team members around the country using video conferencing tools
• Occasional travel to the firm’s other offices and client sites
• Occasional travel for training or conferences
Job Type: Full-time
Pay: $25,000.00 - $30,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance
Schedule:
• 8 hour shift
Ability to Commute/Relocate:
• Tampa, FL 33609: Reliably commute or planning to relocate before starting work (Required)
Education:
• High school or equivalent (Required)
Work Location:
• One location
Work Remotely:
• Temporarily due to COVID-19