TekCare 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

Position: Customer Support Specialist (Technology)

Location: Shoreview, MN

Job Id:142

# of Openings:1

We’re looking for an enthusiastic, people-first TekCare Specialist to join our team at Nextek. Nextek, LLC is a fully functioning software development company in the financial services industry. Nextek creates software applications and solutions to serve the needs of enrolled Financial Services Professionals. If you love technology, thrive on building relationships, and want to do work that genuinely makes a difference, we want to hear from you!

What You’ll Do

Day to day, you’ll work directly with clients to make sure they’re getting the most out of our software. That means:

• Proactively contact clients to improve technology adoption
• Proactively identify areas in our technology solutions for clients and independently contact them to engage and adopt solutions.
• Onboarding new clients and training them on our platform
• Being the main point of contact for questions, issues, and follow-ups
• Working with internal teams to make sure client-reported bugs and enhancement requests get to the right people
• Helping plan and run weekly client meetings and training sessions
• Keeping our Support site and Knowledge Center up to date so clients can find answers on their own
• Figuring out whether a reported issue is an actual bug or a training gap and handling it either way
• Going onsite for client training events when needed
• Staying current on new features and product updates so you can speak to them confidently
• Completing our own onboarding process so you understand the experience from the client’s perspective
• Attending industry events and trainings to stay sharp
• Other duties as assigned

What you Bring

• 1+ years in technology support or customer service role – Required
• Bachelor’s degree or equivalent – Preferred
• Technology support experience - Preferred
• Be comfortable with Microsoft Office, especially Excel
• Wealthbox CRM - Preferred
• Communicate clearly in writing and on the phone with clients, with teammates, and with leadership
• Have solid attention to detail and follow through on open items
• Be able to think through a problem methodically and document what you find
• Work well on your own and as part of a team
• Have some familiarity with the financial services industry (or be willing to learn it quickly)

What we Offer

• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ability to work in-office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

At Nextek, we set high expectations, but we back them with support, collaboration, and real opportunities to grow. If you are someone who enjoys helping clients succeed, solving problems on the fly, and being part of a team that takes its work seriously,