Technical Support Specialist

serve as a technical support resource for Advisor Portal related questions, workflows, and client impacting issues respond to Advisor Portal inquiries across phone, email, chat, Salesforce cases, and scheduled consultations troubleshoot issues related to proposals, new account opening, account maintenance, client onboarding, trading related workflows, and other Advisor Portal functionality support DocuSign related workflows within Advisor Portal, including document generation, envelope routing, signing order questions, advisor and client signing experiences, and troubleshooting related errors analyze technical issues, configuration questions, workflow discrepancies, and user reported concerns provide clear guidance to advisors, internal service teams, onboarding teams, and other business partners follow established training, documentation, procedures, and escalation paths to support consistent and accurate resolutions collaborate with Product Management, Development, Service, Onboarding, Operations, and other internal teams on defects, enhancements, workflow changes, and client impacting issues act as escalation support for Advisor Portal cases as knowledge and experience grow document troubleshooting steps, technical findings, workflow guidance, and best practices help improve Advisor Portal enablement, internal documentation, training resources, and support processes mentor and support peers over time through shadowing, coaching, and knowledge sharing Requirements Bachelor's degree in Business, Finance, Technology, or a related field as preferred minimum of two (2) years of experience in technical support, financial technology, client service, operations, onboarding, or client success as required strong technical curiosity and a willingness to learn Advisor Portal, DocuSign workflows, and related systems demonstrated experience researching, troubleshooting, and resolving platform or workflow issues as required experience supporting software, SaaS platforms, financial technology, advisor technology, CRM systems, or operational workflows as preferred experience with Salesforce, case management tools, CRM systems, DocuSign, or similar support platforms as preferred can follow complex workflows, identify gaps, and explain issues clearly strong problem solving skills and can work through ambiguous situations can translate technical concepts into clear guidance for advisors, clients, and internal partners strong attention to detail and understands the importance of accuracy in client facing workflows communicates clearly and professionally in both verbal and written formats works well with Product, Development, Service, Onboarding, Operations, and client facing teams takes ownership of issues and drives them toward resolution comfortable asking questions, learning quickly, and applying feedback can build strong working relationships with stakeholders at different levels of the organization Core Competencies Demonstrates expertise in technical support for Advisor Portal and DocuSign workflows, with a strong focus on troubleshooting, client onboarding, and operational processes. Capable of providing clear guidance and collaborating effectively with cross-functional teams to enhance user experience and resolve issues. Highest-signal resume keywords Technical Support Experience DocuSign Workflow Management Salesforce Proficiency Troubleshooting and Problem Solving Client Service and Onboarding ATS Optimization Keywords Hard Skills Technical Support Troubleshooting Workflow Analysis Document Generation Account Maintenance Client Onboarding SaaS Platforms Financial Technology CRM Systems Case Management Soft Skills Clear Communication Attention to Detail Relationship Building Ownership of Issues Adaptability Industry Keywords Financial Technology Client Success Technical Curiosity Service Operations Advisor Technology Tools & Technologies Salesforce DocuSign Advisor Portal Case Management Tools Operational Workflows #J-18808-Ljbffr Jobtailor