Hybrid Tech Support & Client Success Specialist

Nextek,-LLC; Shoreview (MN); Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Hybrid work arrangement

Job summary

Nextek, LLC is seeking a Customer Support Specialist (Technology) to help clients maximize our software solutions in the financial services sector. This role blends technical support with client training, onboarding, and ongoing adoption efforts.

You'll engage with customers, plan weekly trainings, stay current on product updates, and collaborate with internal teams to address bugs or requests. Hybrid in-office with some remote days in Shoreview, MN.

Qualifications

• 1+ years in technology support or customer service.
• Bachelor’s degree or equivalent preferred.
• Proficient with Microsoft Office, especially Excel.
• Wealthbox CRM preferred.
• Clear written and verbal communication with clients, teammates, and leadership.
• Solid attention to detail with strong follow-through on open items.
• Ability to think methodically and document findings.
• Works well independently and in a team.
• Familiarity with the financial services industry or willingness to learn.

Responsibilities

• Proactively contact clients to improve technology adoption.
• Onboard new clients and train them on our platform.
• Be the main point of contact for questions, issues, and follow-ups.
• Coordinate with internal teams to route bugs and enhancement requests.
• Plan and run weekly client meetings and training sessions.
• Keep the Support site and Knowledge Center up to date.
• Determine whether issues are bugs or training gaps and address accordingly.
• Occasionally onsite client training events are required.
• Stay current on new features and product updates.

Skills

Communication skills

Problem solving

Attention to detail

Teamwork

Education

Bachelor's degree or equivalent

Tools

Wealthbox CRM

Excel

Job description

Nextek, LLC is seeking a Customer Support Specialist (Technology) to help clients maximize our software solutions in the financial services sector. This role blends technical support with client training, onboarding, and ongoing adoption efforts.

You'll engage with customers, plan weekly trainings, stay current on product updates, and collaborate with internal teams to address bugs or requests. Hybrid in-office with some remote days in Shoreview, MN.