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Technical Customer Support Specialist

Location: Remote
Compensation: To Be Discussed
Reviewed: Mon, Aug 17, 2026
This job expires in: 27 days

Job Summary

Offering a hybrid contract opportunity, the Technical Customer Support Specialist will provide first-level technical support to financial advisors, primarily through inbound phone calls, after an initial onsite training period in Tempe, AZ.

Key responsibilities:
  • Deliver first-level technical support by troubleshooting access and navigation issues with proprietary systems
  • Utilize structured troubleshooting methodologies to identify root causes and guide advisors through basic troubleshooting steps
  • Document and communicate issues clearly while maintaining a professional and service-oriented approach during high call volumes
Required qualifications:
  • Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers
  • Basic technical troubleshooting experience or aptitude
  • Ability to manage a high-volume inbound call environment
  • Strong organizational skills with a continuous learning mindset
  • Demonstrated ability to build rapport and maintain a positive demeanor during phone interactions

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