Technical Support Specialist

6 days ago


San Diego, California, United States TEKsystems Full time

This role offers a unique opportunity to provide technical assistance and troubleshooting expertise to financial advisors, their staff, and end-clients.

Key Responsibilities:

  • Respond to support inquiries and provide timely solutions to system status, network connectivity, and software product issues.
  • Troubleshoot complex problems, collaborating with the IT Support team and vendors as needed.
  • Utilize the CRM tool to record calls and status of all requests.
  • Provide follow-up to ensure customer satisfaction and escalate requests when necessary.
  • Participate in special projects enhancing the advisor and client experience.
  • Maintain high standards of call handling requirements and quality review scores.

Requirements:

  • 3+ years of technology-based call center experience.
  • Banking or Financial Industry experience (e.g., Credit Union, Banking, Broker-Dealer).
  • Demonstrated technical acumen and understanding of MS Exchange and MS Office 365.
  • Excellent typing and data entry skills.
  • Strong orientation toward service, patience, and excellent interpersonal communication skills.
  • Flexible and adaptable to change in a fast-paced environment.

Benefits:

  • Medical, dental & vision insurance.
  • Critical Illness, Accident, and Hospital coverage.
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available.
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents).
  • Short and long-term disability insurance.
  • Health Spending Account (HSA).
  • Transportation benefits.
  • Employee Assistance Program.
  • Time Off/Leave (PTO, Vacation or Sick Leave).

Estimated Salary Range: $25.00 - $35.00 per hour, based on location and experience.

About TEKsystems:

We're partners in transformation, helping clients activate ideas and solutions to take advantage of a new world of opportunity.



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