12 days old

Technical Support

Raleigh, NC 27601
  • Job Code
  • Payrate
    $19 To $25

What you have:

-BA/BS degree preferred

-Customer support experience preferred

-Experience with PortfolioCenter preferred

-Knowledge of financial services industry, particularly the RIA industry, preferred

-Proven Intermediate to Advanced technical skills with the ability to utilize multiple computer applications at any one time, including Windows, internet researching, database systems, and email

-Excellent verbal and written communication skills a must with the ability to listen to and explain complex subjects and solutions in a clear manner externally with advisors and internally with all departments and business partners

-Ability to deliver exceptional client service that delights advisors while demonstrating ownership and accountability to ensure that all inquiries are handled efficiently and accurately

-Able to use active listening skills or attend to non-verbal cues to better understand the advisor's needs and motivations; able to empathize with others' needs and respond sensitively; able to use good judgment when responding, and respond to objectives successfully

-Excellent analytical skills with a superior level of attention to detail in order to adhere to stringent policies, procedures and guidelines

-Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

-Collaborative and relational work style with proven success in a team environment

-Strong interpersonal and time management skills a must

-Ability to maintain professionalism in high-pressure situations and maintain strong relationships with high-end advisors


  • Financial Services
  • Business

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Technical Support

Randstad Technologies
Raleigh, NC 27601

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Randstad Technologies
Raleigh, NC

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