Advisor Technology Support Specialist

Job Description

The Company:

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• A prominent Fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
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What You Will Be Doing:

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• Serving as the first-level technology support resource for financial advisors calling in with access, login, and everyday system navigation issues—guiding them calmly and clearly to resolution. This is a customer-service-forward role with a technical flavor: you'll troubleshoot common issues, ask smart questions to find root causes, and own each interaction end-to-end, escalating when appropriate. You'll handle a high volume of inbound calls (30–50/day) while keeping every advisor productive and supported.
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Role Logistics:

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• 12-month contract, with potential conversion based on business needs and performance
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• Day 1 onsite, then fully remote thereafter
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• Shift coverage between 8:00 AM–8:00 PM ET (volume-dependent scheduling)
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• Training: approximately 3–6 weeks (classroom, hands-on, and on-the-job)
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• Start date: October 13, 2026
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• Pay rate: $22–$24/hr
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Qualifications:

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• Customer support, call center, or help desk experience strongly preferred (service-oriented backgrounds are most successful)
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• Strong customer service skills with a consistent advisor/client-first mindset
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• Comfort troubleshooting basic technical issues (login/access, browser settings, navigation)
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• Ability to handle high inbound call volume while staying accurate and composed
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• Clear, patient communication—able to walk non-technical users through step-by-step fixes
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• Critical thinking and curiosity to ask probing questions and drive issues to resolution
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• Preferred: experience supporting users in financial services or a regulated environment; Outlook setup and basic email troubleshooting; configuring mobile email on common apps/devices; structured escalation/ticketing environments; ability to learn proprietary systems quickly and apply training in real time
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Equal Opportunity Employer:

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• Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
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