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Sr Advisor Technical Support Specialist

Company: Advisor Group
Location: Atlanta
Posted on: May 16, 2022

Job Description:

Client Service Opportunity in Financial Services Sr Advisor Technical Support Specialist Location(s): 2300 Windy Ridge Parkway, Suite 750, Atlanta , GA 30339 5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092 Summary: Advisor Group's Sr. Advisor Technical Support Specialist works as a point of contact to clients that need assistance and support with proprietary software solutions. Our team offers technical guidance while maintaining a superior level of customer service. Why Advisor Group Competitive salary and annual bonus paid based on performanceGenerous time off package, including paid time off, paid holidays, and paid time to volunteer in the communityImmediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more401(k) match from day one of employmentReferral bonuses if we hire your referred applicants to our open positionsAn enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day to day workExecutive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring eventsNew, professional, and collaborative working environment where parking is providedResponsibilities:Provide technical support in an inbound call center environment to the organization's' financial advisors & administrative staff on multiple proprietary software platformsProvide technical assistance to financial advisors and support staff with issues encountered while using the organizations proprietary web-based applications including VISION2020 Advisor Portal and Clearing firm applications (NetX360, Wealthscape, WMP)Problem solving issues related to internet explorer browser setting adjustments; solving compatibility issues with other software; resetting passwords for Advisors, their staff and at times clients of the Advisors; Responding to basic computer questions and issues when neededDemonstrate proper troubleshooting techniques including the use of probing questions and Remote Log In tool in order to properly diagnose technical issue or error messageEnsure that any unresolved technical issues at point of call are documented in the Incident Management ticketing system (ConnectWise) for routing to the appropriate technical support or development team for further researchUtilize multi-tasking skills to provide timely, accurate and consistent updates to Advisors and or support staff related to ongoing technical issues that require research and development workEducation Requirements:Bachelor's Degree in Computer Science, Information Systems, or other related field preferred. Equivalent combination of education and work experience will be considered. Minimum of high school diploma or equivalent is required.Basic Requirements:Experience in systems analysis, and a solid understanding of development, quality assurance, and integration methodologiesExperience in a fast paced, customer facing technology support role supporting end usersAt least two years call center/customer service experienceProficient with Windows Microsoft Office, Internet Explorer, and Apple IOSPreferred Requirements:Prior experience with supporting and troubleshooting web-based applications preferredProficient with the set up and use of Microsoft Office products, Java and Adobe Acrobat/Reader preferredProficient with basic PC software and internet browser configurations preferredFinancial services industry experience preferred

Keywords: Advisor Group, Atlanta , Sr Advisor Technical Support Specialist, IT / Software / Systems , Atlanta, Georgia

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