Senior Associate, Platform Support

Senior Associate, Platform Support A leading fintech organization seeks an individual to support enterprise-level clients on a proprietary wealth management platform. The role serves 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 LaSalle Network is an Equal Opportunity Employer m/f/d/v. #J-18808-Ljbffr LaSalle Network