Technology Support Specialist
Role details
Job location
Tech stack
Job description
We're looking for a Technology Support Professional who is passionate about the financial industry. This position will be responsible for creating an effortless experience through end-to-end client support for a client base that consists of sophisticated financial professionals who require a unique level of service. The position will support clients in all navigational aspects of our proprietary financial technology software as well as a multitude of other financial applications and platforms, including internet browsers, mobile applications and affiliate technology. Other proficiencies will include Microsoft office products, such as Outlook Exchange. Additional responsibilities will include troubleshooting the applications and providing product training and consultation. The candidate will be expected to ensure resolution to all customer requests and issues in a timely fashion by partnering with team members both inside and outside of our department.
Requirements
Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers
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Problem solving skills & attributes
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Strong organizational skills
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Simplify and clarify complex information demonstrating excellent phone and written communication and listening skills
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Successfully complete product training with a continuous learning mindset
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Strong networking skills and adaptability
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Demonstrate proficiency in navigating and troubleshooting all supported products
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Exhibit a thorough understanding of the policies, procedures, and systems
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Familiar with basic advisory/brokerage industry
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Demonstrate ability to train and consult internal and external clientele on products and features
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Actively appreciates and includes the various capabilities, insights, and ideas of other individuals of diverse backgrounds, styles, abilities, and motivations.
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Support effectively in elevated or antagonistic situations using appropriate interpersonal communication styles and methods to reduce tension or conflict.
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Demonstrate adaptability in a changing environment
Education and Experience:
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Strong College degree preferred
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1-3 years of financial services experience
Skills
M365, microsoft office, Troubleshooting, Customer service, reliable, work ethic, communication & people skills, financial services, MCP certification, SIE, Series SIE
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Microsoft Office Specialist Certification (MOS)
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Microsoft Certified Professional (MCP) certifications
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CompTIA A+
Benefits & conditions
This is a Contract position based out of Tempe, AZ.
Pay and Benefits
The pay range for this position is $23.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type