Financial Advisor Tech Support Specialist

Cetera Financial Group; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off (PTO)

Holidays

401(k)

Parental leave

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Employee Assistance Program (EAP)

LifeLock

Pet Insurance

Caregiver leave

Job summary

Cetera Financial Group is seeking a Technical Support Specialist to provide incident-based support to Financial Advisors, staff, and end clients. You will diagnose issues, guide users through solutions, and collaborate with internal teams to resolve complex challenges while delivering an outstanding client experience.

The role requires strong technical aptitude, excellent communication, and a commitment to building client loyalty across Cetera's web portals and platforms.

Qualifications

• Demonstrated technical acumen.
• Understanding of MS Exchange and MS Office 365.
• Excellent typing skills.
• Proficient with web-based applications.
• Strong customer-service orientation.
• Good problem-solving skills.
• Ability to work with internal teams and vendors as needed.
• Effective communication and teamwork.

Responsibilities

• Respond to support inquiries from Financial Advisors, staff, and end clients.
• Troubleshoot application, connectivity, and portal issues.
• Record calls and status in the CRM and monitor ticket progress.
• Escalate complex issues to senior IT staff or vendors as needed.
• Provide follow-up to ensure customer satisfaction and loyalty.
• Contribute to process improvements and participate in special projects.
• Support Cetera Client and Advisor Portals and training efforts.

Skills

Technical acumen

MS Exchange

MS Office 365

Typing

Web-based applications

Customer service

Problem solving

Team collaboration

Patience

Communication

Independence

Calm under pressure

Job description

Cetera Financial Group is seeking a Technical Support Specialist to provide incident-based support to Financial Advisors, staff, and end clients. You will diagnose issues, guide users through solutions, and collaborate with internal teams to resolve complex challenges while delivering an outstanding client experience.

The role requires strong technical aptitude, excellent communication, and a commitment to building client loyalty across Cetera's web portals and platforms.