Investment Management Technology Customer Support - Remote

Job Overview

Join our esteemed organization at the forefront of the retirement services sector as a Customer Support Specialist in Investment Management Technology. In this pivotal role, you will contribute to an unparalleled service experience for our retirement plan advisor clients, utilizing your exceptional communication and relationship-building skills.

Key Responsibilities

• Address incoming phone calls and email inquiries related to our proprietary Advisor Web Portal.
• Effectively engage with financial advisors to elucidate the features and advantages of the Advisor Portal.
• Oversee onboarding processes and implementations for new advisors, acting as their primary contact.
• Conduct demonstrations and training sessions on new technology features, either virtually or in person.
• Participate in company events to foster client interaction, perform demonstrations, and assist with logistical arrangements (minimal travel expected, around 1-2 weeks per year).
• Generate and analyze fee and investment reports, interpreting results and providing recommendations.
• Undertake additional related duties as assigned.
  
  

Required Skills

• Proficiency in relevant technology, including our client web portal.
• Strong customer service orientation, adept at fostering trust and relationships with clients and stakeholders.
• Outstanding written and verbal communication skills for interaction with clients, peers, senior management, and vendors.
• Ability to manage multiple projects and deadlines concurrently.
• Exceptional organizational skills and attention to detail, ensuring timely and accurate follow-up.
• Capability to thrive in a fast-paced and dynamic work environment while effectively prioritizing tasks.
• A dedicated approach to professionalism, accountability, customer focus, and teamwork.
  
  

Qualifications

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

Career Growth Opportunities

By joining our team, you will be part of a high-growth organization that values professional development and provides numerous opportunities for career advancement. We encourage our employees to enhance their skills and expand their professional networks.

Company Culture and Values

At our organization, we are committed to delivering advanced retirement solutions by merging core fiduciary services with innovative technology and dedicated client support. Our ethos revolves around clarity in decision-making, smooth transitions, and enriching the overall client experience. We aim to foster lasting partnerships built on trust and continuous enhancement of our services.

Compensation And Benefits

We offer a comprehensive benefits package that includes:

• A hybrid work environment with flexibility.
• Competitive compensation, including a 401(k) with matching opportunities.
• A lifestyle spending allowance program.
• Comprehensive medical, dental, and vision insurance.
• Employer-paid life and disability insurance.
• A generous paid time off program.
  
  

Equal Employment Opportunity Policy

We are proud to be an Equal Opportunity Employer. Qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, protected veteran status, disability status, or any other non-merit factor.

We eagerly anticipate welcoming you to our team!

Employment Type: Full-Time