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Technical Client Support Representative I
Location
United States
Posted
75 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Technical Client Support Representative I
Wealth Access
Role Description We’re seeking a Technical Client Support Representative I (TCSR I) to serve as the front line of our client support experience. In this role, you’ll manage incoming technical requests through Zendesk, ensuring issues are clearly understood, well-documented, and efficiently routed to the right internal teams. You’ll play a key role in connecting client-reported issues to internal execution, translating client needs into actionable insights for Engineering and Operations. By maintaining high-quality ticket documentation and strong cross-team coordination, you help drive faster resolutions and a more seamless client experience. This is a great opportunity for someone who enjoys solving problems, bringing structure to complex information, and contributing to a high-performing, client-focused team. What You'll Do - Client Support & Ticket Management - Monitor and respond to client support requests submitted through Zendesk - Review incoming tickets to understand and assess reported issues - Gather additional information from clients as needed to ensure clarity - Maintain well-documented tickets with clear descriptions and supporting details - Issue Escalation - Escalate technical issues to the appropriate internal teams when needed - Create Jira tickets for issues requiring engineering review - Ensure escalated tickets clearly capture the issue, context, and client impact - Cross-Team Coordination - Partner with Client Success and Engineering teams to track and resolve open issues - Provide timely updates within Zendesk as issues progress - Help drive tickets through the resolution process efficiently - Documentation - Identify and document recurring client issues and support processes - Contribute to internal knowledge resources to improve team efficiency and consistency Qualifications - Experienced in client support, help desk, or a similar customer-facing role, with a strong focus on delivering a high-quality client experience - Comfortable working with ticketing systems such as Zendesk, Jira, Confluence, or similar platforms - A clear communicator who can translate client-reported issues into well-structured, actionable information - Highly organized and detail-oriented, with the ability to manage multiple requests and priorities simultaneously - Proactive and resourceful, with a problem-solving mindset and a willingness to dig in to understand issues - Collaborative by nature, able to work effectively across Client Success, Engineering, and Operations teams - Curious and eager to learn, especially within a technology or fintech environment Benefits - Competitive base salary - Performance-based bonus - Equity participation - Flexible PTO - Company-funded HSA - 401(k) with match - Paid downtown Nashville parking
Job Requirements
- Experienced in client support, help desk, or a similar customer-facing role, with a strong focus on delivering a high-quality client experience
- Comfortable working with ticketing systems such as Zendesk, Jira, Confluence, or similar platforms
- A clear communicator who can translate client-reported issues into well-structured, actionable information
- Highly organized and detail-oriented, with the ability to manage multiple requests and priorities simultaneously
- Proactive and resourceful, with a problem-solving mindset and a willingness to dig in to understand issues
- Collaborative by nature, able to work effectively across Client Success, Engineering, and Operations teams
- Curious and eager to learn, especially within a technology or fintech environment
Benefits
- Competitive base salary
- Performance-based bonus
- Equity participation
- Flexible PTO
- Company-funded HSA
- 401(k) with match
- Paid downtown Nashville parking
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