Address
Form of workClient Support Services Opportunity in Financial Services
Tech Support Analyst I - February 12th Training Class
Location:
20 E. Thomas Road, Phoenix, AZ 85012
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third Street North, Oakdale, MN 55128
10 Exchange Place, Jersey City, NJ 07302
877 Executive Center Drive West, St. Petersburg, FL 33702
12325 Port Grace Boulevard, La Vista, NE 68128
Osaic has returned to the office in a hybrid schedule, so we are seeking candidates willing to work a split schedule between home and the office a few days per week. Will also consider 100% remote work from home.
Role Type: Full-time
Salary: $47,000 - $52,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary:
As an Advisor Technical Support Specialist, you will be responsible for supporting our advisors by answering inbound calls related to preoperatory web-based technology solutions and platforms.
Responsibilities:
Provide Technical Support in an inbound call center environment to the organization's’ financial advisors & administrative staff on multiple proprietary software platforms
Provide technical assistance to financial advisors and support staff with issues encountered while using the organizations proprietary web-based applications including VISION2020 Advisor Portal and Clearing firm applications (NetX360, Wealthscape, WMP)
Problem solving issues related to internet explorer browser setting adjustments; solving compatibility issues with other software; resetting passwords for Advisors, their staff and at times clients of the Advisors; responding to basic computer questions and issues when needed
Demonstrate proper troubleshooting techniques including the use of probing questions and Remote Log In tool in order to properly diagnose technical issue or error message
Ensure that any unresolved technical issues at point of call are documented in the Incident Management ticketing system (ConnectWise) for routing to the appropriate Technical Support or development team for further research
Utilize multi-tasking skills to provide timely, accurate and consistent updates to Advisors and or support staff related to ongoing technical issues that require research and development work
All other duties as assigned.
Education Requirements:
Bachelor’s degree in Computer Science, Information Systems, or other related field preferred. High school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Basic Requirements:
Minimum two years call center or customer service experience
Experience in systems analysis, and a solid understanding of development, quality assurance, and integration methodologies
Experience in a fast paced, customer facing technology support role supporting end users
Proficient with Windows Microsoft Office, Internet Explorer, and Apple IOS
Preferred Requirements:
Financial services industry experience preferred
Prior experience with supporting and troubleshooting web-based application preferred
Proficient with the set up and use of Microsoft Office products, Java and Adobe Acrobat/Reader preferred
Proficient with basic PC software and internet browser configurations preferred
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
EligibilityApplicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified ApplicationsOsaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting AgenciesOsaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
