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Kestra Financial · 2 months ago

Client Service - Technology Solutions Analyst

Tempe, AZ

Full-time

Onsite

New Grad, Entry Level

Kestra Financial is a leading independent advisor platform that empowers financial professionals. The Technology Solutions Analyst role focuses on providing technical support to advisors, ensuring they can effectively use Kestra's systems and third-party applications.

BankingConsultingFinanceFinancial Services

Responsibilities

Respond and communicate with Kestra advisors in a clear, professional, and respectful manner

Successfully address and/or resolve customer service inquiries, including those requiring deeper investigation

Apply creative problem-solving to resolve technical issues and integration challenges with third-party platforms

Advocate for advisors by coordinating with third-party vendors when direct resolution is not achieved

Efficiently gather information, investigate root causes, and provide timely updates and solutions

Provision and manage user access to Kestra systems and applications in a timely manner to meet SLAs

Adhere to procedures for data updates and resolution of service requests

Assist with the creation and maintenance of reports within Salesforce

Resolve service inquiries within acceptable turnaround times

Track service requests, escalations, and resolutions in an accurate and timely fashion

Effectively manage time to balance immediate inquiries with longer-duration tasks

Communicate and collaborate with team members, other departments, and external partners as necessary

Follow and maintain support procedures while identifying opportunities to improve them

Qualification

Technical supportSalesforceCustomer serviceProblem solvingAnalytical skillsFinancial industry experienceCommunication skillsAttention to detailTime management