Technical Client Service Specialist - Wealth Management

Buckhead (ATL) / 100B AUM RIA / Wealth tech platform

This Jobot Job is hosted by : Katrina McFillin

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Salary : $80,000 - $100,000 per year

A bit about us :

We provide technology-enabled wealth management solutions and business services to financial advisory firms, helping them achieve independence, scale operations, and grow through a comprehensive platform of software tools, investment management capabilities, and strategic business services.

Why join us?

Premium health, dental, and vision insurance

401(K) + Company Match

FSA / HSA

PTO

Job Details

This role will serve within one of our Network Partner offices. It is a unique position in that it blends technical and operational backgrounds.

You will be the first-level application support resource and an operations support specialist, ensuring seamless use of our proprietary platforms, integrated vendor systems, and operational workflows.

You will take ownership of all tier level 1 technical support and engage with home office tier 2 technical support when their expertise is required. You come from the financial services industry and are familiar with custodians, performance reporting, financial planning and CRM technologies.

You are someone who is client-centric, adaptable, and eager to build strong relationships while proactively learning and mastering both technical and operational elements of your role.

This will be 5 days a week on-site in Buckhead.

Experience with any or all of these technologies is a plus : Black Diamond, Addapar, Salesforce, eMoney, and DocuSign.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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