Advisor Technology Support Specialist

Associate Staffing; Tempe (AZ); Hybrid; USD 30,000 - 33,000; Full time

Job summary

Associate Staffing in Tempe, AZ is recruiting for a 12-month contract tech-support role supporting financial advisors. You will be the first-level resource for access, login, and navigation issues, guiding advisors to resolution over a high-volume inbound call flow.

On Day 1 you work onsite, then transition to fully remote with a classroom and on-the-job training lasting 3–6 weeks. The pay rate is $22–$24 per hour, with potential conversion based on performance.

Qualifications

• Customer service or help desk experience preferred.
• Strong communication with advisor/client-first mindset.
• Ability to handle high inbound call volume while staying accurate and composed.
• Walk non-technical users through fixes with patience and clarity.
• Critical thinking and curiosity to probe and resolve issues.
• Experience in financial services or regulated environments preferred; familiarity with Outlook and basic email troubleshooting.

Responsibilities

• Serve as the first-level technology support resource for financial advisors calling in with access, login, and everyday system navigation issues.
• Troubleshoot common issues, ask smart questions to find root causes, and own each interaction end-to-end.
• Handle a high volume of inbound calls (30–50/day) while keeping advisors productive and supported.

Skills

Customer service

Clear communication

High-volume calls

Problem solving

Learning agility

Tools

Outlook

Ticketing systems

Mobile email configuration

Job description

• A prominent Fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.

What You Will Be Doing:

• Serving as the first-level technology support resource for financial advisors calling in with access, login, and everyday system navigation issues—guiding them calmly and clearly to resolution. This is a customer-service-forward role with a technical flavor: you'll troubleshoot common issues, ask smart questions to find root causes, and own each interaction end-to-end, escalating when appropriate. You'll handle a high volume of inbound calls (30–50/day) while keeping every advisor productive and supported.

Role Logistics:

• 12-month contract, with potential conversion based on business needs and performance
• Day 1 onsite, then fully remote thereafter
• Training: approximately 3–6 weeks (classroom, hands-on, and on-the-job)
• Pay rate: $22–$24/hr

Qualifications:

• Customer support, call center, or help desk experience strongly preferred (service-oriented backgrounds are most successful)
• Strong customer service skills with a consistent advisor/client-first mindset
• Ability to handle high inbound call volume while staying accurate and composed
• Clear, patient communication—able to walk non-technical users through step-by-step fixes
• Critical thinking and curiosity to ask probing questions and drive issues to resolution
• Preferred: experience supporting users in financial services or a regulated environment; Outlook setup and basic email troubleshooting; configuring mobile email on common apps/devices; structured escalation/ticketing environments; ability to learn proprietary systems quickly and apply training in real time

Equal Opportunity Employer:

• Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.