Platform Service Support Specialist

1 day ago

Houston, Texas, United States Atria Wealth Solutions Full time
Job Overview

Atria Wealth Solutions is seeking a highly skilled Platform Service Support Specialist to join our team. In this role, you will provide exceptional customer service to clients by researching individual issues in a timely manner and following up as necessary.

Key Responsibilities
  • Provide technical support for all technologies offered to our representatives and employees.
  • Provide technical support for setting up user access.
  • Troubleshoot and diagnose problems.
  • Monitor email account usage in conjunction with IT.
  • Provide support for proprietary applications and 3rd party platforms user tracking.
  • Manage the monthly reporting.
  • Maintain user data in home office systems.
  • Follow test scripts to thoroughly test and detail bug fixes.
  • Handle all incoming correspondence via phone, email regarding updates requested by representatives for all technology.
  • Accountable for decision making and problem solving as it relates to technology.
  • Assist with clean-up of new representatives subscribing to services verifying that all accounts are set up and have accurate data.
  • Provide management with statistics on a daily, weekly, monthly, quarterly basis, or as needed.
  • Provide weekly status reports to the management team.
  • Provide support for various Help Desk projects, including documentation and implementation of various enhancements, changes.
  • Develop and update user manuals to reflect changes in software and programs.
  • Continuously monitor technologies and standards and be able to research, recommend, and apply new technologies as they emerge.
  • Provide recommendations for software based on research.
  • Test enhancements to software before release to ensure that there are no 'bugs' before distribution to interested parties.
  • Test new software used by representatives and employees to verify it as being beneficial to the firm.
  • Perform any other duties as requested by management.
Requirements
  • Associate's degree (A.A.) or equivalent from two-year college or technical school; or 5 years related experience and/or training; or equivalent combination of education and experience.
  • Must have ability to plan and focus on projects and have a general understanding of the investment market and terms.
  • Must be self-motivated and have good interpersonal relationship skills.
  • Must also have excellent organizational skills and have the ability to manage and keep strict deadlines.
  • Proficient with all Microsoft products (i.e., Excel, Word, Outlook, PowerPoint)
  • Must have the ability to communicate effectively (both oral and written)
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or presentation form.
  • Must have the ability to identify, analyze, and solve problems involving several entities, people, or variables of a complex nature in a timely manner.
Why Work at Atria?

Atria Wealth Solutions offers a competitive salary and a full benefits package, including medical and prescription drug insurance, health advocacy, telehealth, dental insurance, vision insurance, health savings account, flexible spending accounts, short-term disability insurance, long-term disability insurance, life insurance, paid time off, paid holiday, paid birthday time off, critical illness, accident and hospital indemnity coverage, identity theft, employee assistance program, pet insurance, legal plans, virtual therapy, virtual mental wellcare, and long-term care. We also offer a retirement 401(k) savings plan with matching.

Atria Wealth Solutions is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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