Wealth Management Tech Support Specialist

Kestra Holdings; Tempe (AZ); On-site; USD 55,000 - 85,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Salesforce

CRM platforms

Customer service

Troubleshooting

Communication

Tools

Salesforce

Job description

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