Platform Associate

Modern Wealth Management•Mesa, AZ

3d•$55,000 - $70,000•Hybrid

About The Position

The Platform Associate is an internal-facing support role responsible for helping advisors and operations staff across field offices effectively utilize the firm's technology platforms. This role serves as a hands-on troubleshooter, working directly with offices to resolve platform-related issues, improve workflows, and ensure a smooth day-to-day experience for end users. The ideal candidate is a proactive problem-solver who enjoys working with people, can quickly diagnose and resolve technical and operational issues, and is passionate about helping teams get the most out of the tools available to them.

Requirements

Bachelor's degree in Business, Finance, Information Systems, or a related field (or equivalent experience)
0–2 years of experience in financial services, wealth management, technology support, or a related field
Strong written and verbal communication skills, with the ability to explain technical concepts in plain language
Ability to manage multiple requests, prioritize effectively, and meet deadlines in a fast-paced environment
Strong attention to detail, organizational skills, and problem-solving abilities
Strong troubleshooting and critical thinking skills
Excellent interpersonal and communication skills with a service-oriented mindset
Ability to build rapport and trust with advisors and field operations staff
Solid organizational and time management abilities
Comfortable working across cross-functional teams and navigating competing priorities
Proficiency in Microsoft Office (Excel, Word, Outlook)

Nice To Haves

Familiarity with platforms commonly used in wealth management or financial advisory environments is a plus
Basic understanding of advisor workflows, brokerage operations, or office operations preferred
experience with CRM, portfolio management, or platform support tools preferred

Responsibilities

Serve as a primary point of contact for field offices experiencing platform-related issues, providing timely troubleshooting and resolution support
Work directly with advisors and operations staff to diagnose problems, answer questions, and guide them through platform functionality
Track, log, and manage incoming support requests and issues, ensuring timely follow-up and resolution documentation
Identify recurring issues and patterns across offices and escalate systemic problems to the Head of Platform and relevant internal teams
Assist with onboarding new offices and advisors onto company platforms, including setup, configuration, and initial training support
Develop and maintain internal documentation, FAQs, quick-reference guides, and training materials to help field staff use platforms effectively
Collaborate with Operations, Technology, and Advisory teams to communicate field-level feedback and support platform improvements
Monitor platform updates, releases, and changes, and proactively communicate relevant information to impacted offices
Support data accuracy and integrity efforts by helping offices resolve data entry, syncing, or reconciliation issues within platforms
Assist the Head of Platform and Product Owner with testing, validating, and rolling out platform enhancements or new integrations