Technical Support Specialist
Job Summary
Providing first-level technology support, the full-time Technical Customer Support Specialist will assist financial advisors with troubleshooting proprietary systems and Microsoft 365 issues, initially onsite during training and then transitioning to a fully remote role.
Key responsibilities
- Handle 30-50 inbound calls daily to resolve technology-related issues for financial advisors
- Troubleshoot access and navigation problems involving proprietary systems, browsers, and email
- Document and communicate issues clearly while striving for first-call resolution
Required qualifications
- Basic technical troubleshooting experience with browsers, Windows, email, and Microsoft 365
- Strong customer service skills with the ability to manage frustrated customers professionally
- Experience in a high-volume inbound phone environment
- Ability to learn new technology and proprietary systems quickly
- Reliability and a genuine interest in a long-term career opportunity
Complete Job Description
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