Senior Associate, Platform Support

A leading fintech organization is seeking a Senior Associate, Platform Support  to support enterprise-level clients on a proprietary wealth management platform.

This role will serve as a critical bridge between clients and internal teams, ensuring a seamless experience through technical support, training, and ongoing platform optimization.

Key Responsibilities

• Serve as the primary point of contact for enterprise clients

• Provide technical support via phone, email, and virtual walkthroughs

• Troubleshoot platform issues and coordinate resolution across internal teams

• Configure and manage platform settings, permissions, and workflows

• Educate clients on platform features to drive adoption and efficiency

• Build strong relationships with clients and internal stakeholders

• Act as a subject matter expert on platform functionality

Required Qualifications

• 5+ years of experience in client support or client-facing roles in financial services

• Experience working with Registered Investment Advisors (RIA)

• Strong communication and problem-solving skills

• Ability to manage multiple priorities in a fast-paced environment

• Comfort working with technology platforms and troubleshooting issues

Preferred Qualifications

• Experience with SaaS, fintech, or wealth management platforms

• Familiarity with TAMP platforms or custodians (Schwab, Fidelity, Pershing)

• Strong understanding of financial operations and account workflows

• Advanced Excel skills

Compensation & Benefits

• Base Salary: $100,000 – $120,000 

• Bonus eligibility

• Benefits include medical, dental, vision, 401(k), and additional wellness offerings

Work Environment

• Hybrid work model (3 days onsite / 2 remote)

• High-touch, client-facing environment

• Fast-paced, collaborative team structure

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