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IBT Apps

Client Support Specialist

Support – Cedar Park, Texas
Department Support
Employment Type Full-Time
Minimum Experience Mid-level

We are a financial services software company looking for candidates with extensive financial institution experience and/or technical software expertise to join our client support team. The ideal candidate is an exceptional problem-solver with a positive attitude and professional communication skills, seeking to join an innovative technological team.


  • Respond to client needs in a timely and professional manner, either by phone or in writing
  • Troubleshoot software, hardware, networking, and other computer-related technologies
  • Take ownership of client inquiries: collect information, coordinate resources, conduct diagnostic testing, provide thorough documentation, and facilitate a timely resolution
  • Ensure client satisfaction; meet or exceed key performance indicators for case volume, response times, customer survey scores, etc.
  • Communicate internal opportunities for improvement of workflows and product designs
  • Complete internal/external documentation and conduct training sessions as required
  • Contribute a positive, caring attitude in all internal and external interactions
  • Maintain client confidentiality and regulatory compliance standards
  • Provide after hours support following a rotation schedule
  • Responsible for additional projects and duties as needed or assigned
  • The above statements describe the general nature and level of work performed by customer service representatives. This is not intended to be an exhaustive list of the responsibilities required of personnel so classified.


  • Strong technical background and/or extensive financial institution experience
  • Quick learner with innovative problem-solving abilities
  • Excellent strategic and analytical thinking skills
  • Working knowledge of Microsoft Office Products
  • Excellent written and verbal communication skills
  • Proactive professional with a strong work ethic
  • SQL knowledge is a plus
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  • Location
    Cedar Park, Texas
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