Kestra Financial
Overview
Technology Solutions Analyst at Kestra Financial. The primary focus is to provide VIP-level technical support to Kestra advisors on accessing and using Kestra websites, applications, and third-party systems. This is a customer service role requiring professional and courteous communication with a focus on attention to detail and creative problem solving. Responsibilities
Address service inquiries via phone and e-mail, route inbound requests, establish accounts, maintain customer information in Salesforce, and provision access to Kestra’s resources and tools. Set up and manage user access to Kestra systems to meet SLAs. Manage escalated issues requiring investigation and coordination across internal teams and external vendors. Learn new applications quickly; understand data management rules and how systems interconnect. Provide first-class support to advisors and business partners with high accuracy and the ability to work with minimal supervision. Follow and improve support procedures. Knowledge, Skills, and Abilities
Professional customer service attitude and excellent communication skills. Ability to manage multiple projects in a fast-paced environment. Attention to detail and a high degree of accuracy. Analytical, problem-solving, and both verbal and written communication skills. Education and/or Experience
College degree or equivalent experience in technology. Experience in the financial industry is a plus. Experience in technical support is a plus. Experience with Salesforce is a plus. Benefits
Full health, vision, dental. 401(k) plans along with voluntary plans such as car insurance, legal services and more (for full-time, permanent employees). Disclosures and Equal Opportunity
By applying to a job at Kestra Financial, you agree to background information use for employment evaluation. Kestra Financial is an equal opportunity employer and prohibits discrimination or harassment on the basis of any protected characteristic. About Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We live by the values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
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Technology Solutions Analyst at Kestra Financial. The primary focus is to provide VIP-level technical support to Kestra advisors on accessing and using Kestra websites, applications, and third-party systems. This is a customer service role requiring professional and courteous communication with a focus on attention to detail and creative problem solving. Responsibilities
Address service inquiries via phone and e-mail, route inbound requests, establish accounts, maintain customer information in Salesforce, and provision access to Kestra’s resources and tools. Set up and manage user access to Kestra systems to meet SLAs. Manage escalated issues requiring investigation and coordination across internal teams and external vendors. Learn new applications quickly; understand data management rules and how systems interconnect. Provide first-class support to advisors and business partners with high accuracy and the ability to work with minimal supervision. Follow and improve support procedures. Knowledge, Skills, and Abilities
Professional customer service attitude and excellent communication skills. Ability to manage multiple projects in a fast-paced environment. Attention to detail and a high degree of accuracy. Analytical, problem-solving, and both verbal and written communication skills. Education and/or Experience
College degree or equivalent experience in technology. Experience in the financial industry is a plus. Experience in technical support is a plus. Experience with Salesforce is a plus. Benefits
Full health, vision, dental. 401(k) plans along with voluntary plans such as car insurance, legal services and more (for full-time, permanent employees). Disclosures and Equal Opportunity
By applying to a job at Kestra Financial, you agree to background information use for employment evaluation. Kestra Financial is an equal opportunity employer and prohibits discrimination or harassment on the basis of any protected characteristic. About Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We live by the values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
#J-18808-Ljbffr