Kestra Financial · 1 day ago
Technology Solutions Analyst
Austin, TX
Full-time
Onsite
New Grad, Entry LevelKestra Financial is a wealth management platform dedicated to empowering independent financial professionals. The primary focus of this role is to provide VIP-level technical support to Kestra advisors, addressing inquiries and resolving technical issues with a strong emphasis on customer service.
FinanceBankingConsultingFinancial 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
Required
Bachelor's degree or equivalent hands‑on experience in a technology‑related field
Exceptional customer service orientation with strong communication skills
Proven ability to manage multiple projects in a fast‑paced environment
Strong attention to detail and a high level of accuracy
Skilled in setting, managing, and aligning with client expectations
Strong analytical and problem‑solving abilities, with excellent verbal and written communication skills
Preferred
Background in the financial services industry is preferred
Prior experience in technical support is a plus
Familiarity with Salesforce is highly desirable
Benefits
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
Founded in 1996
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase