Transition Specialist

Pyramid Consulting, Inc; Orlando (FL); On-site; USD 48,216 - 53,726; Full time

Benefits offered by this job

Health insurance (medical, dental, vision)

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc is seeking a Transitions Specialist for a contract role in Orlando, FL. This position involves providing technical support and client management in Treasury Solutions, requiring strong communication, organizational skills, and relevant experience. The role offers great potential for growth and is part of a leading financial services firm. Interested candidates should apply promptly for this long-term opportunity.

Qualifications

• 6+ years of customer service experience.
• 5+ years of technical support experience.
• Experience with client interactions on the phone.

Responsibilities

• Provide technical and product support for Treasury Solutions.
• Work directly with clients via phone for outreach and support.
• Document system issues and escalate as necessary.

Skills

Technical support experience

Organizational skills

Communication skills

Proficiency in Microsoft Office

Client management

Education

Bachelor’s degree in business, Finance, Technology or Accounting

Job description

Pyramid Consulting, Inc provided pay range

This range is provided by Pyramid Consulting, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$35.00/hr - $39.00/hr

Immediate need for a talented Transitions Specialist. This is a 12+months contract opportunity with long-term potential and is located in Orlando, FL, Atlanta, GA, Charlotte, NC (Remote). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-73685

Pay Range: $35 - $39/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Works directly with Clients via phone
• Provides technical and product support of systems and procedures within Treasury Solutions
• Provides client outreach and support for various migrations or changes impacting client use of Treasury products
• Supports testing of new or enhanced applications and client testing of application upgrades/changes
• Ability to diagnose and resolve more complex user issues and provide user training
• Documents system issues and resolutions and escalates to team lead/manager when necessary
• Adheres to and follows all applicable policies and procedures
• Proactively escalates issues and risks to leadership's attention
• Responsible for general support and delivery of moderate to high level complexity
• Client Transitions Management Team initiatives and projects.

Key Requirements and Technology Experience:

• Key Skills; Strong experience handling in-person level conversations with client on the phone
• Technical support experience
• Experience with Microsoft Office products
• Undergraduate degree in related field or equivalent work experience
• 6+ years of customer service experience handling in-person level conversations
• 5+ years of technical support experience
• Strong organizational and communication/grammar skills - both written and verbal
• Demonstrated proficiency in computer applications, such as Microsoft Office software products
• level support experience working directly with Clients on the phone - candidates need recent experience and proficiency in working with Clients/high inbound and outbound call volumes based on project
• (PLEASE NOTE: If online/ticketing system only experience - do not submit)
• High proficiency in multi-tasking and flexibility - able to be moved from project to project and get up to speed quickly
• Bachelor’s degree in business, Finance, Technology or Accounting
• Experience in banking, financial services, treasury and/or cash management
• Experience in ACH, Wire, SWIFT and Lockbox banking applications
• Experience in Bottomline applications
• Experience in Commercial and Merchant card applications and operations.

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Contract

Job function

• Job function

  Management

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