Technology Platform Support Specialist

We are seeking a full-time Technology Platform Support Specialist to support financial advisors using our enterprise platform.

The Role:

This role focuses on resolving functional and workflow-related issues within business applications rather than traditional IT help desk support. The specialist will serve as a key partner to advisors, helping them successfully complete business processes such as account opening, document management, data updates, and integrations across connected platforms. This role is embedded in day-to-day business operations and plays a critical role in advisor satisfaction, platform adoption, and operational continuity. The specialist will manage a high-volume advisor support queue, balancing responsiveness, quality, and impact. The role also plays a key part in identifying platform improvement opportunities and driving long-term enhancements to advisor workflows.

Responsibilities

• Serve ...