Technical Support Specialist

Role Description —
Our support team collaborates to provide clients with exceptional customer service and assistance when using our software and services. To be successful in this role, you should be an excellent communicator, fast learner, be able to work in a small team, think proactively, be agile and responsive, and be willing to take on responsibilities to ensure clients have the best experience, resulting in overall company success.

Ultimately, you will be an integral part of an industry-leading customer support team and help us continue our growth.

Responsibilities —

  • Responding to customer inquiries in a timely and accurate manner, via phone, email or chat then documenting in our CRM.
  • Troubleshooting customer concerns and bringing to a resolution using collaboration, problem-solving, and training.
  • Onboarding new clients and providing ongoing training to existing clients.
  • Analyzing and reporting product inquiries and enhancements (for example, by testing different scenarios or troubleshooting).
  • Update our internal processes with information about technical issues and useful discussions with customers and teams.
  • Monitor Support cases and prioritize to work towards a resolution.
  • Additional tasks related to this role as the need arise.

Knowledge, Skills, and Abilities —

  • Experience and fluency in finance/trading is strongly preferred, but not required.
  • Experience as a Customer Support Specialist or similar CS role. Our customers are the most important part of our business.
  • Work well in a small, close-knit team.
  • Willingness to tackle challenging situations.
  • Experience using help desk/ CRM (SalesForce) and remote support tools.
  • Excellent communication and problem-solving skills.
  • Desire to be a part of a diverse team.
  • Patience when handling tough cases and willingness to bring a case to resolution “no matter what it takes”.

Additional Information —

  • As we work with sensitive financial information, you must pass a criminal background check.
  • Our hours of operation are 7:00am-4:30pm (start time is staggered to equal eight hours).
  • The Technical Support Specialist position is a salaried position.
  • Please email your resume to support@advisorpeak.com. We will contact you if we are interested in scheduling an in-person interview.

Compensation —

  • Benefits package that includes 100% health, dental, vision, life insurance andLTD for employee.
  • 401k Plan available.
  • Paid Holidays and unlimited time off program.

Apply Now

Apply for this position by emailing your resume to us at support@advisorpeak.com. We will reach out if we are interested in scheduling an interview.

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