Sr. Technical Client Support Analyst

Technical Support Analyst, SQL, main platform, portfolio analytics, advisor training
Full Time
Depends on Experience

Job Description

Sr. Technical Client Support Analyst:

Our direct client, a fast-growing FinTech firm, is looking for Sr. Technical Support Analyst.  Client is forming a new group to provide technical support to its rapidly growing customer base of financial advisors and individual investors, as part of the company’s mission to create a best-in-class user experience. This is a great opportunity for someone with a strong client orientation and technical skillset, who is interested in working in a fast-paced, collaborative, and entrepreneurial environment. There are 5 open positions for this group. 


  • Respond to technical inquiries from users across all of client’s software, including the main platform and white label sites for investments, advisor training, education, and portfolio analytics.
  • Effectively troubleshoot basic technical issues and escalate as needed, providing timely resolutions.
  • Lead demos of client’s software to clients, service providers, and other partners.
  • Synthesize customer feedback and collaborate with business units and technology teams to optimize the user experience.
  • Assist with the creation of processes and documentation for this new functional area.



  • Strong interpersonal and communication skills, and a client-friendly demeanor
  • Ability to meet deadlines and work effectively under pressure
  • Proven ability to multi-task and work both independently and as a team player
  • Technical expertise including comfort with spreadsheets, business intelligence tools and an understanding of databases (experience with SQL is a plus)
  • Familiarity with alternative investments is preferred
  • Bachelor’s Degree with 5+ years of previous work experience in a client technical support role
Dice Id : 10208703
Position Id : 4742B
Originally Posted : 1 month ago
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