Remote Customer Support Specialist - Investment Management Technology

Job Overview

Join our mission-driven organization as a Customer Support Specialist in Investment Management Technology, where you will contribute to elevating the standards in the retirement services sector. We seek a dedicated individual eager to provide exceptional service in a remote capacity, primarily supporting our retirement plan advisor clients.

Key Responsibilities

• Address inbound inquiries via phone and email concerning our proprietary Advisor Web Portal.
• Effectively engage with clients (financial advisors) to articulate the features and advantages of the Advisor Portal.
• Oversee onboarding processes and implementations for new advisors, acting as their main point of contact.
• Conduct both virtual and in-person demonstrations and training sessions on novel technology features.
• Participate in company events to engage with clients, perform demos, and assist with event logistics (expected minimal travel of about 1-2 weeks annually).
• Generate and analyze fee and investment reports, interpreting outcomes and offering recommendations.
• Perform additional related tasks as required.
  
  

Required Skills

• Strong customer service orientation with the ability to foster relationships and earn client trust.
• Exceptional communication skills for interaction with clients, colleagues, senior management, and vendors.
• Proficient organizational capabilities with keen attention to detail and a focus on prompt and accurate follow-up.
• Ability to manage multiple projects and deliverables simultaneously in a dynamic, fast-paced environment.
• Commitment to professionalism, accountability, customer focus, and teamwork.
  
  

Qualifications

• Bachelor's degree.
• 1-3 years of pertinent experience within the financial services or retirement/investment planning industry.
• Familiarity with applicable technology, including our client web portal.
• Strong written and verbal communication skills with attention to proper grammar.
  
  

Career Growth Opportunities

At our organization, you will have the opportunity to advance your career in a high-growth setting, sharpening your skills and expanding your professional network within the financial services industry.

Company Culture And Values

We pride ourselves on fostering a culture that values innovation and partnership, where actionable insights empower our clients to make informed, data-driven decisions. We are committed to enhancing our services and nurturing our partnerships while maintaining a strong focus on integrity and client satisfaction.

Compensation And Benefits

We offer a competitive salary and comprehensive benefits package, including:

• A hybrid work environment (four days onsite and one day remote each week).
• 401(k) with matching opportunities.
• A lifestyle spending allowance program.
• Medical, dental, and vision insurance.
• Employer-paid life and disability insurance.
• A generous paid time off program.
  
  

We are an Equal Opportunity Employer, committed to creating an inclusive work environment for all qualified applicants.

Employment Type: Full-Time