Technical Support Specialist for Financial Advisors

Cetera Financial Group Inc; Dallas (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Cetera Financial Group Inc is seeking a customer-focused Technical Support Specialist to assist Financial Advisors, their staff, and end clients with Cetera's technology platforms.

You will troubleshoot issues across applications and portals, document interactions in the CRM, and collaborate with IT teams to resolve complex problems while maintaining high client satisfaction and loyalty.

Qualifications

• Proven technical aptitude and problem solving.
• Experience with MS Exchange and Office 365 preferred.
• Strong customer-service focus and communication skills.

Responsibilities

• Respond to inquiries from Financial Advisors, staff, and end clients.
• Troubleshoot application, connectivity, and portal issues.
• Record calls and status in CRM; escalate to senior staff when needed.
• Provide ongoing service-focused support for Cetera web portals.
• Suggest improvements and participate in projects to enhance client experience.

Skills

Technical acumen

MS Exchange

MS Office 365

Typing speed

Web apps navigation

Customer service

Communication

Patience

Organization

Teamwork

Job description

Cetera Financial Group Inc is seeking a customer-focused Technical Support Specialist to assist Financial Advisors, their staff, and end clients with Cetera's technology platforms.

You will troubleshoot issues across applications and portals, document interactions in the CRM, and collaborate with IT teams to resolve complex problems while maintaining high client satisfaction and loyalty.