Technology Customer Service / Help Desk
Company: Atria Wealth Solutions
Location: San Diego
Posted on: May 16, 2022
Job Description:
Job DescriptionAre you ready to join one of the fastest growing
broker-dealer networks in financial services? (Cerulli Associates,
2020) At Atria, we support independent financial professionals and
financial institution investment programs so they, in turn, can
provide exceptional service to their clients and develop meaningful
relationships with them.We are looking for a Technology Customer
Service Representative (Platform Service Analyst) to join our
organization. In this role, you will provide excellent customer
service to clients by researching individual issues in a timely
manner and following up as necessary. You will provide support and
guidance to internal and external clients via telephone, WebEx and
email. In this position in ON-SITE and will be out of the following
office location(s):
- 10150 Meanly Drive, San Diego, CA 92131Duties and
Responsibilities:
- Responds to all platform service inquiries according to
published customer service standards, including the dataVISION and
Unio Help line and email address.
- Primary contact for assistance with platform reporting requests
and needs.
- Conducts initial login training for dataVISION, Unio, NetX360
access training, provides help with training modules.
- Manages global rep code / owner changes for contact
records.
- Assists clients with their database cleanup projects.
- Maintains platform home page announcements/events.
- Troubleshoot and diagnose problems.
- Assist with customer service calls.
- Assist other operational groups as needed.
- Assist with desktop support including: dataVISION, Unio,
LaserApp, NetX360.
- Assists with various projects, large data uploads and help
requests as needed.
- Pershing IRA Waive Fee reporting.Qualifications and Skills:
- Associate's degree (A. A.) or equivalent from two-year college
or technical school; or 5 years related experience and/or training;
or equivalent combination of education and experience.
- Must have ability to plan and focus on projects and have a
general understanding of the investment market and terms.
- Previous experience working in financial services industry is a
plus.
- Must be self-motivated, independent and have good interpersonal
relationship skills.
- Must also have excellent organizational skills and have the
ability to manage and keep strict deadlines.
- Proficient with all Microsoft products (i.e., Excel, Word,
Outlook, PowerPoint)
- Must have the ability to communicate effectively (both oral and
written)
- Ability to apply common sense understanding to carry out
instructions furnished in written, oral, or presentation form.
- Must have the ability to identify, analyze, and solve problems
involving several entities, people, or variables of a complex
nature in a timely manner.Why work at Atria?In addition to a
competitive salary, we provide a full benefits package that
includes:
- Medical insurance
- Dental insurance
- Prescription drug benefits
- Vision insurance
- Retirement savings 401(k) plan with matching
- Paid time off
- Paid holidays
- Critical illness insurance
- Veterinary pet insurance
- Employee assistance program
- Life insurance
- Short & long-term disability insurance
- Legal planAtria Wealth Solutions, Inc. (Atria) is a wealth
management solutions holding company focused on delivering a clear
path to the future of financial advice for financial professionals,
financial institutions and their clients. Headquartered in New York
City, Atria's broker-dealer subsidiaries empower financial
institutions and independent financial professionals with a
sophisticated set of tools, services, and capabilities that deepen
client relationships and maximize efficiencies in their
practices.Atria's broker-dealer subsidiaries include CUSO Financial
Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant &
Co., Inc., NEXT Financial Group, Inc., Western International
Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries
together support nearly 2,500 financial professionals and over 200
financial institutions with over $100 billion of assets under
administration. For more information, please visit
www.atriawealth.com.Atria Wealth Solutions and its affiliated
entities are equal opportunity employers that are committed to
diversity and inclusion in the workplace. We prohibit
discrimination and harassment of any kind based on race, color,
sex, religion, sexual orientation, national origin, disability,
genetic information, pregnancy, or any other protected
characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our
organization, including hiring, recruiting, promotion, termination,
layoff, recall, leave of absence, compensation, benefits, training,
and apprenticeship. Atria Wealth Solutions and its affiliated
entities make hiring decisions based solely on qualifications,
merit, and business needs at the timeIt's time for the next step in
your career. Apply now.Powered by JazzHRuPs9tknyfV
Keywords: Atria Wealth Solutions, San Diego , Technology Customer Service / Help Desk, IT / Software / Systems , San Diego, California
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