Product Support Specialist

Job Summary

Providing exceptional technical and client support, the remote Product Support Specialist will manage support requests, troubleshoot system issues, and ensure a high-quality user experience across technology platforms, with a preference for candidates located in the Mountain or Pacific Time Zones.

Key responsibilities

• Serve as the primary point of contact for Client Portal and technology-related inquiries, ensuring timely resolution of requests
• Provide day-to-day support for various business technology platforms, managing user accounts and troubleshooting technical issues
• Collaborate with Product Managers and Engineering teams to communicate user feedback and recommend improvements for system enhancements

Required qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• 3+ years of experience in technical support, help desk, or product support
• Strong experience with CRM platforms, preferably Salesforce, and familiarity with support ticketing systems
• Working knowledge of Microsoft Office products and experience with AI-enabled productivity tools
• Understanding of financial services or wealth management terminology is preferred