Technical Support Specialist

Tampa, FL - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

Position: Technical Support Specialist

Organization: Calton

About the Organization:

Calton provides a comprehensive suite of financial products and services designed to help advisors grow their businesses and help clients pursue their financial goals. Their offerings include broker-dealer services investment advisory solutions and insurance and financial planning services. Calton focuses on empowering independent financial advisors through advisor independence technology and tools and flexible business structures.

Job Responsibilities:

Provide technical support to financial professionals utilizing Caltons services and tools.
Troubleshoot and resolve technical issues related to Caltons resource portal integrations and third-party systems.
Assist in onboarding new advisors and providing training on the use of technology tools.
Collaborate with the IT team to ensure system integrations and updates are functioning smoothly.
Document and escalate technical issues as needed to ensure timely resolution.
Deliver exceptional customer service and support to financial professionals.

Essential Qualifications:

Knowledge of financial services industry and products.
Experience in providing technical support or help desk assistance.
Strong problem-solving skills and attention to detail.
Excellent communication and interpersonal abilities.
Ability to work independently and as part of a team.

Desired Experience:

Experience working in a financial services or brokerage environment.
Familiarity with CRM systems and financial planning software.
Certifications related to IT support or financial services are a plus.

Salary & Benefits:

Salary Range: $110000 - $125000 per year
Comprehensive benefits package including health insurance retirement plans and paid time off.
Opportunities for professional growth and development within a dynamic financial services organization.

Job Description:Position: Technical Support SpecialistOrganization: CaltonAbout the Organization:Calton provides a comprehensive suite of financial products and services designed to help advisors grow their businesses and help clients pursue their financial goals. Their offerings include broker-deal...