CRM Support Specialist

Commonwealth Financial Network•Waltham, MA

140d•Hybrid

About The Position

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you’ll be able to work from home for part of the week! We’re looking for a CRM support specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills with a background in CRM? Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must.

Requirements

Familiarity and knowledge in one or more CRM System (Advisor360 CRM, Redtail, Wealthbox, etc.)
Strong customer service and communication skills with a positive, can-do attitude
Patience and ability to walk users through best practices
Experience with Microsoft Office365 functionality and troubleshooting
Knowledge of Active Directory, Azure and domain environments
Experience in providing mobile device support (iOS, Android)
3+ years working in a technical support role

Nice To Haves

CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
Experience in a tech services or similar help desk role onsite a plus

Responsibilities

Providing specialized first-level support to our CRM users, including Commonwealth advisors and their staff
Prioritizing and processing help requests to identify and resolve support issues
Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment