TekCare Specialist

Gradient Financial Group; Shoreview (MN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive pay

4 weeks PTO

9 paid holidays

Health, dental, vision, life insurance

401(k) matching

Volunteer time off

Hybrid work schedule

Training & development

Collaborative culture

Job summary

Nextek, LLC is seeking a TekCare Specialist to join our team. You will onboard clients, train them on our platform, and serve as the main contact for questions and issues. Travel to client sites for training when needed and stay current on new features to communicate confidently.

The role emphasizes proactive client engagement, collaboration with internal teams, and routine meetings. A strong customer-service background and knowledge of Microsoft Office are essential.

Qualifications

• 1+ years in technology support or customer service
• Bachelor’s degree or equivalent
• Comfortable with Microsoft Office, especially Excel
• Wealthbox CRM - Preferred
• Clear written and verbal communication with clients and teammates
• Strong attention to detail and follow-through on open items
• Ability to think through problems methodically and document findings
• Work well independently and in a team
• Familiarity with the financial services industry (or willing to learn)

Responsibilities

• Proactively contact clients to improve technology adoption
• Identify areas in our technology solutions for clients and independently contact them to engage and adopt solutions
• 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 get bug reports and enhancement requests to the right people
• Plan and run weekly client meetings and training sessions
• Keep the Support site and Knowledge Center up to date for self-service answers
• Determine whether issues are bugs or training gaps and address accordingly
• Occasionally travel onsite for client training events
• Stay current on new features and product updates to communicate confidently
• Complete our onboarding process to understand the client journey
• Attend industry events and trainings to stay sharp
• Other duties as assigned

Skills

Customer service

Technical support

Communication

Problem solving

Attention to detail

Teamwork

Documentation

Education

Bachelor's degree

Tools

Excel

Wealthbox CRM

Job description

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

• 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.