Investment Management Technology Customer Support - Remote | WFH

Job Overview

We are seeking a dedicated Customer Support Specialist for our Investment Management Technology division. This remote position is integral to our mission of enhancing client experiences for retirement plan advisors. You will leverage your communication skills to foster relationships and ensure optimal utilization of our proprietary Advisor Web Portal.

Key Responsibilities

• Respond promptly to inbound inquiries via phone and email regarding our Advisor Web Portal.
• Effectively engage with clients to convey the features and advantages of our technology platform.
• Lead onboarding processes for new advisors, serving as their primary point of contact.
• Conduct technology demonstrations and training sessions, both virtually and in person.
• Participate in company events to engage with clients, showcase our services, and assist with logistics (minimal travel expected, approximately 1-2 weeks annually).
• Analyze fee and investment reports, interpreting the data to provide actionable recommendations.
• Perform additional related tasks as needed.
  
  

Required Skills

• Strong communication abilities to effectively interact with clients and team members.
• Proficiency in utilizing relevant technology, particularly our client web portal.
• Excellent organizational skills with a keen attention to detail.
• Ability to manage multiple projects concurrently within a fast-paced environment.
• Commitment to professionalism and effective teamwork.
  
  

Qualifications

• Bachelor's degree.
• 1-3 years of relevant experience in the financial services or retirement/investment planning sectors.
  
  

Career Growth Opportunities

Join a high-growth organization that prioritizes professional development and career advancement, providing avenues for you to enhance your skills while contributing positively to our mission.

Company Culture And Values

We uphold high standards and embrace innovation, fostering a collaborative environment that encourages continuous improvement. Our commitment to client satisfaction is paramount, and we strive to build lasting partnerships founded on trust.

Compensation And Benefits

We offer a competitive compensation package that includes:

• A hybrid working model.
• A 401(k) plan with matching contributions.
• Comprehensive medical, dental, and vision insurance.
• Employer-paid life and disability insurance.
• A generous paid time off policy.
• A lifestyle spending allowance program.
  
  

We look forward to the possibility of welcoming you to our dynamic team!

Employment Type: Full-Time