Technical Support Engineer Co-op

Vestmark, Inc.; Wakefield (MA); On-site; USD 28,000 - 34,000; Full time

Job summary

Vestmark, Inc. in Wakefield, MA is seeking a Technical Support Engineering Co-op on the production support team to provide production and technical support for clients using our Managed Accounts platform. The intern collaborates with clients to analyze, research, and resolve support cases.

This on-site role requires client contact, problem resolution, and coordination with internal operations and technology teams to service clients on a fast-paced schedule.

Qualifications

• Knowledge of the Financial sector and interest in enterprise software implementations.
• Understanding of enterprise software architecture and implementation lifecycle.
• Strong communication and coordination skills with clients and internal teams.

Responsibilities

• Assist in analysis, research, and resolution of customer support cases in Vestmark Support Portal.
• Answer inbound support calls and triage inquiries, escalating when needed.
• Log activities with details and manage client expectations through clear communication.
• Collaborate with internal departments to deliver high-quality client service.
• Contribute to proactive support documentation and knowledge base updates.

Skills

Financial sector knowledge

Enterprise software lifecycle

Cross-functional teamwork

Customer service

Problem solving

Time management

Investment systems knowledge

Tools

MS Windows

SQL

Job description

A Technical Support Engineering Co-op on the production support team, is responsible for production and technical support for clients using our Managed Accounts solutions platform. The Technical Support Engineer Intern works with clients to analyze, research, and resolve customer support cases. This hands‑on position requires client contact, problem resolution, and coordination with internal operations and technology teams to service clients.

This is an on‑site role, requiring five days per week. The office is located at Vestmark’s headquarters in Wakefield, MA. Fully remote or hybrid candidates will not be considered.

Responsibilities:

• Work collaboratively and independently to contribute to and progress the analysis, research, and resolution of customer support cases logged via the Vestmark Support Portal
• Answer inbound support calls and triage support inquiries; elevate to support team leader or manager if case is outside area of understanding
• Proactively log activities associated with assigned cases, ensuring all activity is accurately described and described with a reasonable amount of detail
• Management of client expectations – excellent communication skills are essential
• Partner with various internal departments to deliver superior customer service
• Proactive support documentation development and refinement

Required Experience and Skills:

• Knowledge, understanding and/or interest in the Financial sector
• Knowledge, understanding and/or interest of enterprise software implementation lifecycle and aptitude for comprehending enterprise software architecture

Desired Technical Skills:

• MS Windows, SQL
• Ability to balance and manage multiple, competing priorities
• Collaborative interpersonal skills and ability to work within cross‑functional teams
• Self‑starter who can display good judgment to plan and accomplish goals in a complex fast‑paced environment
• Excellent customer service mentality and skills
• Creative problem‑solving and analysis skills
• Ability to handle problem situations quickly, inventively, and resourcefully
• Knowledge or understanding of investment systems (e.g. Portfolio Management, Trading, Middle/Back Office Operations) is a plus