Technology Solutions Specialist

Kestra • Tempe, AZ

8d

About The Position

The Technology Solutions Specialist serves as a primary point of contact for advisors and employees seeking assistance with technology questions, issues, and business applications. The role combines client service with technical troubleshooting, supporting internal and third-party platforms used by advisors and home office employees. The Specialist manages inquiries through phone, email, and Salesforce cases, ensuring timely resolution, effective communication, and a positive service experience.

This position supports technology across the wealth management ecosystem, owns issues from intake through resolution, coordinates escalations with internal teams and vendors, and helps maintain support documentation and training resources. The role operates in a fast-paced, high-volume environment while meeting service-level expectations.

Requirements

• At least 2 years of experience supporting clients within the wealth management, financial services, or investment advisor industry, with a focus on technology support, client service, or operations.
• Familiarity with Salesforce, CRM platforms, advisor technology ecosystems, and service case management.
• Strong problem-solving, organizational, and communication skills.
• Ability to manage multiple priorities while maintaining responsiveness and professionalism.
• Demonstrated commitment to delivering an exceptional advisor and employee experience.

Responsibilities

• Provide first-level support for technology-related inquiries from advisors and employees through phone and Salesforce cases.
• Troubleshoot issues across internal and third-party applications used within the wealth management ecosystem.
• Understand advisors’ business needs and guide them through technology solutions.
• Own issues from intake through resolution, provide proactive updates, and ensure a positive client experience.
• Coordinate with internal technology teams, product owners, and third-party vendors on complex issues requiring escalation.
• Submit, monitor, and follow up on help desk tickets to ensure timely resolution and closure.
• Identify trends, recurring issues, and process improvement opportunities, and communicate recommendations to leadership.
• Assist in developing and maintaining support documentation, knowledge articles, and training resources.
• Maintain service-level expectations in a fast-paced, high-volume environment.

Benefits

• Competitive pay and benefits.
• 401(k).
• Health insurance.
• Supportive, collaborative environment committed to professional excellence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed