Software Support Specialist

5 days ago


Charlotte, North Carolina, United States Infovisa Full time
Job Title: Product Support Specialist Job Summary: We are seeking a highly skilled Product Support Specialist to join our team at Infovisa. As a Product Support Specialist, you will be responsible for providing first-level support to our clients, troubleshooting system and process-related operational issues, and training operational, administrative, and investment staff on the utilization and functionality of our software. Key Responsibilities: * Provide in-depth support to Infovisa clients by resolving incoming inquiries using various tools * Plan, coordinate, and conduct training for new and existing Infovisa clients * Develop proficiency in products and services built and supported by Infovisa * Effectively explain system functionality and business processes to team members and clients * Troubleshoot and research issues reported by customers in a timely manner using a variety of methods * Assist with the upgrade of databases and delivery of our most recent release of software * Prepare user and internal documentation * Assist with quality assurance testing for all products offered by Infovisa Requirements: * Bachelor's degree preferred * Three years of professional work experience * Proficient knowledge of Trust Operations, Wealth Management, or other investment-related experience preferred * Proficient in Microsoft Office products * Ability and willingness to travel About Infovisa: Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Our solutions empower our clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. If you are a motivated and detail-oriented individual with a passion for delivering outstanding customer service, we encourage you to apply for this exciting opportunity.

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