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Senior Advisor Technical Support Specialist

Advisor Group locationLa Vista, NE
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61 positions
61 positions
info linkReport a probelm Originally Posted : January 15, 2022 | Expires : February 14, 2022


Job Location
La vista, NE, United States


Client Service Opportunity in Financial Services

Technical Support Specialist I


12325 Port Grace Blvd La Vista, NE 68128 â??

20 E Thomas Rd Suite 2000 Phoenix, AZ 85012

2300 Windy Ridge Parkway Atlanta, GA 30339


As a Technical Support Specialist, you will be responsible for supporting our advisors by answering inbound calls related to preoperatory web-based technology solutions and platforms.

Why Advisor Group

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events
  • New, professional, and collaborative working environment where parking is provided


  • Provide technical support in an inbound call center environment to the organization's' financial advisors & administrative staff on multiple proprietary software platforms
  • Provide technical assistance to financial advisors and support staff with issues encountered while using the organizations proprietary web-based applications including VISION2020 Advisor Portal and Clearing firm applications (NetX360, Wealthscape, WMP)
  • Problem solving issues related to internet explorer browser setting adjustments; solving compatibility issues with other software; resetting passwords for Advisors, their staff and at times clients of the Advisors; Responding to basic computer questions and issues when needed
  • Demonstrate proper troubleshooting techniques including the use of probing questions and Remote Log In tool in order to properly diagnose technical issue or error message
  • Ensure that any unresolved technical issues at point of call are documented in the Incident Management ticketing system (ConnectWise) for routing to the appropriate technical support or development team for further research
  • Utilize multi-tasking skills to provide timely, accurate and consistent updates to Advisors and or support staff related to ongoing technical issues that require research and development work

Education Requirements:

  • Bachelor's Degree in Computer Science, Information Systems, or other related field preferred. Equivalent combination of education and work experience will be considered. Minimum of high school diploma or equivalent is required.

Basic Requirements:

  • Experience in systems analysis, and a solid understanding of development, quality assurance, and integration methodologies
  • Experience in a fast paced, customer facing technology support role supporting end users
  • At least two years call center/customer service experience
  • Proficient with Windows Microsoft Office, Internet Explorer, and Apple IOS

Preferred Requirements:

  • Prior experience with supporting and troubleshooting web-based applications preferred
  • Proficient with the set up and use of Microsoft Office products, Java and Adobe Acrobat/Reader preferred
  • Proficient with basic PC software and internet browser configurations preferred
  • Financial services industry experience preferred

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