Advisor Tech Support Specialist

Kestra Financial; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Kestra Financial is hiring a Technology Solutions Specialist in Tempe, AZ. You will be the primary contact for advisors and employees, tackling technology questions and issues across wealth management platforms. You will manage inquiries by phone and Salesforce cases, delivering timely, professional support.

You will troubleshoot across multiple applications, understand advisor needs, and guide them to appropriate technology solutions while maintaining service levels in a fast-paced environment.

Qualifications

• Minimum 2 years of experience supporting clients or users in financial services or wealth management contexts.
• Strong problem-solving and communication skills with a client-service mindset.
• Experience with Salesforce, CRM platforms, and service case management is preferred.

Responsibilities

• Provide first-level support for advisor and employee technology questions via phone and Salesforce cases.
• Troubleshoot issues across internal and third-party applications used in the wealth management ecosystem.
• Guide advisors through technology solutions by understanding their business needs.
• Own issues from intake to resolution with proactive updates and positive client experience.
• Coordinate with internal tech teams and vendors on escalated issues.
• Submit and track help desk tickets to ensure timely resolution.
• Identify trends and opportunities for process improvements with leadership.

Skills

Problem solving

Communication

Organizational skills

Customer service

Multi-tasking

Client service mindset

Tools

Salesforce

CRM platforms

Case management

Job description

Kestra Financial is hiring a Technology Solutions Specialist in Tempe, AZ. You will be the primary contact for advisors and employees, tackling technology questions and issues across wealth management platforms. You will manage inquiries by phone and Salesforce cases, delivering timely, professional support.

You will troubleshoot across multiple applications, understand advisor needs, and guide them to appropriate technology solutions while maintaining service levels in a fast-paced environment.