Technology Solutions Specialist

Kestra Holdings • Tempe, AZ

4d

About The Position

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

Requirements

• At least 2 years of experience supporting clients within the wealth management, financial services, or investment advisor industry, focused 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.

What This Job Offers

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