A Software Support Representative is responsible for providing in-house proprietary software support to WealthCounsel members and clients. Support may consist of, but is not limited to: software usability questions/issues, installation or update assistance, and Microsoft Word formatting assistance. As a Software Support Representative your responsibilities include the following: Diagnose and resolve member software incidents Provide routine and moderately complex software support to WealthCounsel members Manage Support Queue: Apply needed details associated with the case and resolve/close cases timely Escalate complex software support issues to senior personnel as needed Maintain a record of open support cases, including a record of member interactions and efficient resolutions Provide excellent customer service ensuring a positive and efficient experience by members through phone, chat, email, and screen sharing. Assist with software testing for all software products and updates Work with Member Experience team to address member concerns/issues Participate in customer service initiatives Attend WealthCounsel events as needed to provide additional software support to members and support relationship-building activities Other areas of responsibility may be assigned as needed
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Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree