Technology Solutions Specialist

Kestra Holdings; Tempe (AZ); Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

Kestra Holdings in Tempe, AZ, seeks a Technology Solutions Specialist to be the primary point of contact for advisors and home-office staff seeking technology support and business applications.

You will handle first-level inquiries by phone, email, and Salesforce cases, troubleshoot across internal and third-party apps, guide users through solutions, own issues from intake to resolution in a fast-paced environment, coordinate with internal tech teams and vendors, and help maintain knowledge

Qualifications

• Experience supporting clients in wealth management or financial services with a technology focus.
• Familiarity with Salesforce and CRM platforms.
• Strong problem-solving, communication, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Committed to delivering an exceptional advisor and employee experience.

Responsabilités

• Provide first-level technology support for advisors and employees via phone and Salesforce cases.
• Troubleshoot issues across internal and third-party applications in the wealth management ecosystem.
• Guide advisors through technology solutions by understanding their business needs.
• Own issues from intake to resolution with proactive updates and a positive service experience.
• Coordinate with internal tech teams, product owners, and vendors on escalated issues.
• Submit and monitor help desk tickets to ensure timely resolution and closure.
• Identify trends and opportunities for process improvements and report to leadership.
• Contribute to support docs, knowledge articles, and training resources.
• Maintain service level expectations in a fast-paced environment.

Connaissances

Salesforce

CRM platforms

Customer service

Troubleshooting

Communication

Outils

Salesforce

Description du poste

Lead with Purpose. Partner with Impact.

The Technology Solutions Specialist serves as a primary point of contact for advisors and employees seeking assistance with technology-related questions, issues, and business applications. This role combines a strong client service mindset with technical troubleshooting capabilities, providing support across internal and third-party platforms used by advisors and home office employees. The Specialist is responsible for managing inquiries through phone, email, and Salesforce cases, ensuring timely resolution, effective communication, and positive service experience.

What you’ll Do:

• Provide first-level support for technology-related inquiries from advisors and employees through phone and Salesforce cases.
• Troubleshoot issues across internal and third-party applications used within the wealth management ecosystem.
• Serve as a trusted resource for advisors by understanding their business needs and guiding them through technology solutions.
• Own issues from intake through resolution, providing proactive updates and ensuring a positive client experience.
• Coordinate with internal technology teams, product owners, and third-party vendors on complex issues requiring escalation.
• Submit, monitor, and follow up on help desk tickets to ensure timely resolution and closure.
• Identify trends, recurring issues, and process improvement opportunities and communicate recommendations to leadership.
• Assist in the development and maintenance of support documentation, knowledge articles, and training resources.
• Maintain service level expectations while working in a fast-paced, high-volume environment.

What You Bring:

• Minimum 2 years of experience supporting clients within the wealth management, financial services, or investment advisor industry, with a focus on technology support, client service, or operations.
• Familiarity with Salesforce, CRM platforms, advisor technology ecosystems, and service case management.
• Strong problem-solving, organizational, and communication skills.
• Ability to manage multiple priorities while maintaining a high level of responsiveness and professionalism.
• Demonstrated commitment to delivering an exceptional advisor and employee experience.