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Client Support Analyst (US, Remote)

Remote: 
Full Remote
Contract: 

Offer summary

Qualifications:

Bachelor’s degree in Accounting, Finance or related field preferred., Experience in technical customer service or supporting complex software solutions is preferred., Strong understanding of financial theory, treasury, banking or accounting practices is a plus., Experience with SQL queries and reporting tools is nice to have..

Key responsabilities:

  • Act as Tier 1 support for all client-related issues, both internal and external.
  • Efficiently troubleshoot and resolve issues in a timely manner.
  • Collaborate with Account Managers and Solutions Team to resolve complicated issues.
  • Create client reports and manage database configurations for new client implementations.

GTreasury logo
GTreasury Financial Services https://gtreasury.com/
201 - 500 Employees
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Job description

Client Support Analyst (US, Remote)


Summary:


GTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed using the latest technology, GTreasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. With enterprise clients spanning North America, EMEA and APAC, GTreasury is headquartered in Chicago with offices in London, Zurich, Sydney and Manila.


GTreasury is currently looking to hire a Client Support Analyst to join our growing global team.  The role will act as the primary line of support for our treasury management software customers and play a critical role in bringing resolution to issues and questions in a quick and professional manner.  In this role, you will work closely with other teams across the business, including our Technical Operations, Product Management, Sales & Account Management and Implementation teams to resolve issues and deliver solutions to the clients.  As the last point of escalation before an issue is escalated to the Development Operations team for assistance, the Client Support Analyst role will provide you with unparalleled insights into the financial risk management practices of the region’s leading companies and allow for the practical application of your finance and treasury knowledge. 


What You Will Do:


  • Act as Tier 1 support for all client related issues (both internal and external)
  • Efficiently and competently troubleshoot and resolve issues in a timely manner
  • Work with teams of Account Managers, Solutions Team members and DevOps if issues are complicated and require internal resources in order to resolve.
  • Loading of client static data into the client specific databases, i.e., Banks, Accounts, General Ledger Chart of Accounts, Entities, etc.)
  • Creation of License and SQL Database for new client implementations
  • Maintain Master GTreasury Single Solution SQL Database inclusive of balance reporting maintenance
  • Manage RSA and Symantec set up and credentials
  • Basic Client Report Creation using Izenda Reporting Tool
  • Troubleshooting of Powershell Scripts
  • New Implementation Account Analysis Configuration
  • Troubleshooting Payment Format/Extract Issues
  • Troubleshooting Connectivity Issues (both inbound and outbound)
  • Troubleshooting Alliance Lite 2 Issues
  • Assist Solutions Team on getting client over the line in order to handoff to Tier 1 Support


Knowledge & Previous Experience:


  • Experience working in technical customer service or technical environments supporting complex software solutions preferred 
  • Strong understanding of financial theory, treasury, banking or accounting practices preferred 
  • Experience supporting application for a large-scale SaaS software provider
  • Experience with configuration management tools (RSA/Symantec) is nice to have
  • Experience with SQL queries and reporting tools is nice to have
  • Sound general technical experience and applicable knowledge


 Personal Qualities:


  • Strong orientation towards systems, process improvement, and task automation
  • Interpersonal skills to help them nurture client relationships and work with cross-functional teams
  • Ability to think critically, solve problems and propose solutions
  • Self-starter who can independently multi-task, efficiently prioritize tasks, and drive projects to completion
  • Highly organized and able to work in a fast-paced environment
  • Meticulous attention to detail and accuracy in work
  • Excellent verbal, written, and interpersonal communication skills


Education Requirements:

 

  • Bachelor’s degree in Accounting, Finance or related field preferred
  • Enrollment in CFA, CTP or other professional program a plus


Where You WiIl Work:


  • We are 100% remote, with headquarters located in Buffalo Grove, IL and teams around the world!

 

What You Will Get:


  • A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of “good work.”
  • This is a great opportunity for someone who wants to build a career in the Saas Fintech space. The Client Support Analyst role serves as a great training ground and launchpad into different areas of the business.
  • A culture of open collaboration and problem solving.
  • An empowered role on the finance team, responsible for driving accurate financial result visibility.
  • Great benefits, culture, and the ability to work remotely.
  • Our benefits include:
    • Salary: The expected annual median salary for this role is $55,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location. 
    • Excellent medical, dental and vision insurance options
    • HSA and FSA options + company HSA contributions
    • 401K matching
    • 100% paid parental leave
    • 15 paid holidays + competitive PTO
    • 100% remote working


About GTreasury:


GTreasury believes there is opportunity in complexity. We connect treasury and finance teams with industry-leading experts, technology solutions and untapped possibility. By simplifying complexity, teams can unleash their organization’s potential to gain strategic advantages and grow. GTreasury helps organizations reach that potential by connecting treasury and digital finance operations through a world-class SaaS treasury and risk management platform and integrated ecosystem where cash, debt, investments, and exposures are seamlessly managed within the office of the CFO. GTreasury delivers intelligent insights, while connecting financial value chains and extending workflows to third-party systems, exchanges, portals, and services. Headquartered in Chicago, with locations serving EMEA (London) and APAC (Sydney and Manila), GTreasury’s global community includes more than 800 customers and 30+ industries reaching 160+ countries worldwide.


At GTreasury / Hedge Trackers, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table.  GTreasury does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply!

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Troubleshooting (Problem Solving)
  • Customer Service
  • Communication
  • Multitasking
  • Critical Thinking
  • Detail Oriented
  • Social Skills
  • Problem Solving

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