Wealth Tech Support Specialist
CFA Institute
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Benefits offered by this job
Job summary
CFA Institute is looking for a candidate to provide technical support to CRD customers in Wealth Management. Responsibilities include diagnosing issues, delivering user training, and collaborating with teams to improve client outcomes.
The ideal candidate will have a Bachelor's degree in a relevant field, 2+ years of experience in financial technology, and strong communication skills. A comprehensive benefits program is included.
Qualifications
- 2+ years of experience in financial technology.
- Strong knowledge of wealth management concepts.
- Ability to engage senior stakeholders.
Responsibilities
- Provide technical support to clients.
- Diagnose and resolve technical issues.
- Collaborate with Product and Engineering teams.
Skills
Education
Job description
CFA Institute is looking for a candidate to provide technical support to CRD customers in Wealth Management. Responsibilities include diagnosing issues, delivering user training, and collaborating with teams to improve client outcomes.
The ideal candidate will have a Bachelor's degree in a relevant field, 2+ years of experience in financial technology, and strong communication skills. A comprehensive benefits program is included.
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