Associate Technical Support Engineer

• Partner with Vestmark’s trading clients to provide timely guidance or technical solutions in a time sensitive environment.
• Troubleshoot client question and issues related (but not limited) to; order generation, order and allocation transmission, order management, model management, product questions, and configuration settings.
• Respond to internal alert monitoring, and proactively notify clients of issues and steps to resolve the issue.
• Use business and technical prowess to proactively manage and conduct analysis, research, and resolution of customer support cases.
• Ongoing contributions to the production support procedure repository by developing and refining production support procedures, which contribute to overall team efficiencies.
• Contribute to the cross training and onboarding of newer team members, rotation team members and/or interns and coops.
• Answer inbound support calls and triage support inquiries; escalate to team lead if case is outside area of understanding.
• Proactively manage case communication and resolution activities associated with assigned cases, ensuring all activity is accurately described and described with a reasonable amount of detail.
• Management of client expectations - excellent communication skills are essential.
• Collaborate within the organization to provide optimal workflows and solutions for client use cases and issues.
• Lead and / or participate in special projects related to client issues, sponsor changes or issues that may impact multiple clients.
• Lead or participate in client meetings as needed.

Do you have experience in Financial markets knowledge?, Do you have a Bachelor’s degree?, * Understanding of the Financial Services/Wealth Management Industry and Investments

• Ability to balance and manage multiple, competing priorities.
• Collaborative interpersonal skills and ability to work within cross-functional teams.
• Self-starter who can display good judgment to plan and accomplish goals in a complex fast-paced environment.
• Excellent customer service mentality and skills.
• Creative problem-solving and analysis skills.
• Ability to handle problem situations quickly, inventively, and resourcefully.

Preferable skills:

• Experience/Knowledge of investment systems (e.g. Portfolio Management, Trading, Middle/Back Office Operations).
• Experience with/understanding of FIX

• Project management skills including: *

• Ability to prioritize and manage tasks
• Ability to identify, escalate, and manage project issues
• Willingness to work extended hours on an as-needed basis
• Knowledge, understanding and/or interest of enterprise software implementation life-cycle and aptitude for comprehending enterprise software architecture is a plus.
• SQL experience or exposure is a plus.

Attributes:

• The most successful people in this position possess the following traits: intelligent, collaborative, proactive, engaging, dynamic, resourceful, personable, technical, flexible.

Education:

• BA or BS degree (degree in Finance, Economics, Computer Science or equivalent is a plus).

3.83.8 out of 5 stars Wakefield, MA Hybrid work $65,000 - $67,000 a year