Technology Support Specialist
| Company | Osaic |
|---|---|
| Location | Scottsdale, AZ, USA, Atlanta, GA, USA, Papillion, NE, USA, St. Petersburg, FL, USA, Woodbury, MN, USA |
| Salary | $55000 – $60000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years previous experience in client services, technology support, or similar role that directly aligns with the specific responsibilities for this position
- Knowledge of Financial Advisor technology tools (i.e., Orion, Black Diamond, Salesforce)
- Ability to provide an extraordinary level of customer service and support to advisors
- Skilled in establishing relationships with advisors and their staff
- Ability to establish cooperative working relationships with various business units and strategic partners
- Ability to analyze issues, identify key variables and develop appropriate solutions
- Strong attention to detail and ability to work under pressure
- Ability to maintain complete confidentiality of information
- Excellent verbal and written communication skills
- Able to operate various office equipment and software programs (i.e., Microsoft Office)
- Ability to be at work on a regular and predictable basis
- High level of personal accountability
Responsibilities
- Act as a trusted resource to RIA clients, understanding their business objectives, needs and priding timely solutions to their opportunities.
- Build and maintain strong relationships with key stakeholders, ensuring client satisfaction and long-term partnership success.
- Coordinate with internal and external teams to ensure advisors are operating efficiently and effectively inside our universe.
- Stay current with industry trends and advancements in financial technology, including Artificial Intelligence, continuously improving, integrating, and expanding our technology offerings.
- Provide technical guidance and support to clients and internal teams, ensuring optimal use and integration of technology platforms.
- Foster a culture of service, innovation, collaboration and continuous improvement within the technology solutions team.
- All other duties as assigned.
Preferred Qualifications
- Familiarity with the FinTech space
- Experience with translating end customer needs to technical requirements
- FINRA Series 7 or SIE