Technology Solutions Analyst
Austin, TX, United States
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
SUMMARY: The primary focus of this role is to provide VIP-level technical support to Kestra advisors on accessing and using Kestra websites, applications, and third-party systems. This customer service role requires professional and courteous communication with a focus on attention to detail. Duties include addressing service inquiries via phone and e-mail, routing inbound requests to appropriate parties, establishing accounts, maintaining customer information in Salesforce, and provisioning access to Kestra's resources and tools.
This position will handle technical support inquiries, reset user accounts, and manage account access to Kestra resources. This role requires the ability to learn new applications, the business rules governing data management, the interconnections between the database and applications that rely upon it, and the ability to provide first-class support to our staff and business partners. The ability to work with minimal supervision is necessary, as is an extremely high degree of accuracy.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily:
Respond and communicate to Kestra's advisors in a clear, professional, and respectful manner
Successfully address and/or resolve customer service inquiries
Efficiently gather information, investigate resolutions, and respond to customers
Adhere to procedures for data updates and resolution of service requests
Assist with the creation and maintenance of reports within Salesforce
Resolve service inquiries within acceptable turnaround times
Track service requests and resolutions in an accurate and timely fashion
Effectively manage time to maximize the volume of support inquiries managed daily
Communicate with team members and other departments as necessary
Follow and maintain support procedures
Other duties as assigned by the Manager
May be required to work overtime as necessary
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, an individual should have the following skills and abilities: Professional customer service attitude and excellent communication skills
The ability to manage multiple projects simultaneously in a fast-paced environment is a must
Attentiveness to detail and a high degree of accuracy
Ability to successfully manage client expectations
Individuals must possess good analytical, problem-solving, and communication skills, both verbal and written
SUPERVISORY RESPONSIBILITIES: None
EDUCATION AND/OR EXPERIENCE: College Degree or equivalent experience in Technology
Experience in the financial industry is a plus
Experience in technical support is also a plus
Experience with Salesforce is a plus
CERTIFICATIONS, LICENSES, REGISTRATIONS: None
BENEFITS
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.