Helpdesk Desktop Support Analyst

Cerity Partners Management LLC; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance (day 1)

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking an IT Support Analyst to join the Shared Services Technology team in the United States. You will resolve user issues, onboard new employees, and support Windows 10/11, Office365, VOIP, and general desktop usage across a national team.

You'll monitor tickets through Fresh Service, manage IT assets through their lifecycle, and contribute to special projects such as M&A integrations and phone system conversions. Travel occasionally is required.

Qualifications

• High school diploma is required; bachelor’s degree preferred.
• 3–5+ years of experience in user-facing tier 1 desktop support.
• Experience working directly with users on a daily basis.
• Ability to communicate resolutions tailored to the audience.

Responsibilities

• Resolve user support issues with internal and external resources.
• Assist users with Windows 10/11, Office365, VOIP, and computer setup and usage.
• Onboard new employees across multiple platforms.
• Monitor and manage colleague technical issues through Fresh Service ticket system.
• Monitor and manage IT assets across the enterprise lifecycle.
• Assist in special projects such as M&A integration and phone system conversions.

Skills

Customer service

Problem solving

Communication

Team collaboration

Growth mindset

Education

High school diploma

Bachelor’s degree preferred

Tools

Windows 10/11

Office365

Fresh Service

VOIP

Job description

Do you enjoy helping users get the most out of technology? Are you passionate about solving problems and working with a diverse team of internal and external partners to resolve issues? Does working on projects on a wide variety of different platforms keep you interested? Do you want to help support a premier desktop infrastructure platform for a leading financial services firm? If yes, we believe you would be an outstanding fit as an IT Support Analyst for our Shared Services Technology team.

Primary Responsibilities

• Work with internal and external resources to resolve user support issues
• Assist users with Windows 10/11, Office365, VOIP, and computer setup and usage
• Onboard new employees across a variety of different platforms
• Monitor and manage colleague technical issues through Fresh Service ticket system
• Monitor and manage IT assets across the enterprise across each asset’s life cycle
• Work with teams to get the most out of the Cerity Partners technology platform
• Assist in a variety of special projects such as M&A integration, phone system conversion, conference room setup, and more

Required Qualifications

• High school diploma is required, bachelor’s degree preferred
• 3-5+ years of experience in user facing tier 1 desktop support
• Passionate about working directly with users on a daily basis
• Ability to work independently with a team spread across the United States
• Experience working with users of a diverse technical skillset
• Ability to take action on support requests in a professional manner to address issues, using problem solving skills to determine short-term and/or long-term resolution and effectively communicate resolution tailored to the audience
• Ability to continuously grow and learn new tools/platforms as projects require
• Team player who leaves their ego at the door and has a growth mindset, welcoming feedback with the goal of continuous improvement
• Passion and experience in the Financial Services industry a plus
• Comfortable with occasional travel

Compensation: $80,00-$90,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients.

Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance- day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.

We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.