Advisor Tech Solutions Specialist

Kestra Financial, Inc.

Tempe (AZ)

On-site

USD 60,000 - 90,000

Full time

3 days ago

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Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Training opportunities

Growth potential

Job summary

Kestra Financial, Inc. is seeking a Technology Solutions Specialist to serve as the primary point of contact for advisors and employees needing help with technology questions and business applications.

You will troubleshoot across internal and third-party platforms and own issues from intake to resolution, ensuring timely responses and a positive client experience. The role requires at least 2 years in wealth management technology support, familiarity with Salesforce and CRM ecosystems, and

Qualifications

Minimum 2 years of experience supporting clients within wealth management, financial services, or investment advisor industry with a technology focus.

Responsibilities

Provide first-level support for technology-related inquiries via phone and Salesforce cases.
Troubleshoot issues across internal and third-party applications used in wealth management.
Serve advisors by understanding business needs and guiding them through technology solutions.
Own issues from intake through resolution with proactive updates.
Coordinate with internal technology teams, product owners, and third-party vendors on complex issues requiring escalation.
Submit, monitor, and follow up on help desk tickets to ensure timely resolution.
Identify trends and process improvement opportunities and communicate recommendations.
Assist in developing and maintaining support documentation and training resources.
Maintain service level expectations in a fast-paced, high-volume environment.