We make beautiful software for financial advisors
Software Support Analyst – Investment Finance
Location
United States
Posted
60 days ago
Salary
0
Seniority
Senior
Job Description
Software Support Analyst – Investment Finance
FinFolio
• Discuss investments and software functionality with wealth manager clients • Provide technical support by resolving issues and questions by phone and email • Give webinars and 1-on-1 training to clients • Implement new clients by converting data from their old software • Assist in testing products with new software releases • Help troubleshoot software bugs and work with development team to make fixes • Build processes and procedures to help new team members • Write and maintain documentation and articles about software functionality
Job Requirements
- Familiar with market operations (Exchanges, stocks, bonds, etc.)
- Excellent written and verbal communication skills in English
- Must be reliable and self starting, with a strong attention to detail
- Based in the USA, with a quiet home office and fast internet
- Must be tech savvy, able to write scripts and use macro languages
- Finance degree, Series 63 or equivalent experience
- Would be a plus to know FTP, SQL, DOS Batch, or REST APIs
Benefits
- Competitive salary + health/dental
- Unlimited paid time off
- 401K match
Related Guides
Related Categories
Related Job Pages
More Support Engineer Jobs
• Take ownership of customer issues reported and see problems through to resolution • Research, diagnose, troubleshoot and identify solutions to resolve customer issues • Follow standard procedures for proper escalation of unresolved issues to the appropriate internal teams • Provide prompt and accurate feedback to customers • Ensure proper recording and closure of all issues • Prepare accurate and timely reports • Document knowledge in the form of knowledge base tech notes and articles • Follow the SLA for issues with respect to the severity.
• Evaluate documented resolutions and analyze trends for ways to prevent future problems. • Manage incoming help requests from end users through a variety of avenues such as: telephone, email, Microsoft Teams as well as Cases via Online CRM. • Be a lead in the diagnostic of utilities to aid in troubleshooting. • Access software updates, drivers, knowledge bases, and frequently asked questions resources on the Internet to aid in problem resolution. • Identify appropriate software and hardware used and supported by the organization. • Perform and lead hands-on fixes at the desktop level, including installing and upgrading software, implementing file backups, and configuring systems and applications. • Test fixes to ensure problem has been adequately resolved. • Lead post-resolution follow-ups to help requests. • Develop help sheets and knowledge base articles for end users. • Perform ongoing activities such as backups, OS and application patching, executing various maintenance scripts, and monitoring the site IT infrastructure. • Willing to provide on-call support coverage for customers.
Technical Support Specialist
AttioWe’re building the future of CRM: data-driven, powerful and cutting-edge.
• Provide fast, friendly, and technically sound support via email, chat, and video calls • Diagnose, reproduce, and resolve product issues • Capture and communicate customer feedback • Contribute to our Help Center, FAQs, and internal documentation • Build and maintain a deep understanding of Attio’s functionality • Work closely with colleagues across Support, Product, and Engineering • Partner with customers to understand their goals and workflows
• Diagnose and resolve technical issues, providing timely and accurate customer support. • Work closely with cross-functional teams to enhance product functionality and resolve customer challenges. • Continuously seek to improve your technical skills and knowledge, embracing our culture of learning and personal development. • Uphold high standards of service, striving for excellence in every customer interaction. • Maintain clear, empathetic, and effective communication with customers and team members. • Tackle complex problems with a can-do attitude, demonstrating resilience in the face of challenges.




