Wealth Tech Solutions Specialist

Kestra Financial, Inc.; Tempe, Northern (AZ, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Technology Solutions Specialist to be the primary contact for advisors and employees seeking tech support across wealth management platforms.

You will handle inquiries by phone, email, and Salesforce cases, troubleshoot issues, and guide users through technology solutions to ensure a positive experience. You bring at least 2 years in wealth management tech support, familiarity with Salesforce and CRM ecosystems, strong problem-solving and communication skills,

Qualifications

• 2+ years in wealth management tech support or related
• Familiarity with Salesforce and advisor technology ecosystem
• Strong problem-solving, communication and organizational skills

Responsibilities

• Provide first-level tech support for advisors and employees via phone, email, and Salesforce cases
• Troubleshoot issues across internal and third-party applications used in wealth management
• Guide users through technology solutions to ensure a positive experience
• Own issues from intake to resolution with proactive updates
• Escalate complex issues to internal teams or vendors as needed
• Document trends and contribute to knowledge articles and training materials

Skills

CRM platforms

Client service

Communication

Organization

Tools

Salesforce

Help desk

Job description

Kestra Financial, Inc. is seeking a Technology Solutions Specialist to be the primary contact for advisors and employees seeking tech support across wealth management platforms.

You will handle inquiries by phone, email, and Salesforce cases, troubleshoot issues, and guide users through technology solutions to ensure a positive experience. You bring at least 2 years in wealth management tech support, familiarity with Salesforce and CRM ecosystems, strong problem-solving and communication skills,