Technical Services Representative

TEKsystems - Phoenix, AZ

Full-time - Entry Level

Phoenix, AZ

10,001+ employees

Professional, Scientific, and Technical Services

About the position

The Technical Services Representative at TEKsystems is responsible for providing exceptional customer service to Financial Advisors, their assistants, and clients, as well as internal business partners. This role involves troubleshooting proprietary software and office applications, ensuring timely updates on support issues, and resolving customer inquiries effectively while adhering to financial regulations. The position requires strong collaboration skills and the ability to thrive in a fast-paced environment, focusing on delivering a world-class client experience.

Responsibilities

• Provide exceptional customer service to Financial Advisors, their assistants, and clients.
• Troubleshoot proprietary LPL and vendor software, as well as multiple office applications and browsers.
• Provide timely updates on ongoing support issues into service tracking system logs.
• Collaborate with escalation teams to ensure timely reporting and response.
• Resolve customer inquiries and complaints quickly, fairly, and effectively in compliance with financial regulations.
• Gain understanding of financial industry terms and maintain awareness of cataloged issues.
• Engineer quality client experiences that promote company values through positive positioning and professional language.

Requirements

• 1-3 years of experience in Customer Service within the Financial Services or Information Technology industry.
• Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers.
• Strong problem-solving skills and ability to multi-task.
• Excellent phone and written communication and listening skills.
• Strong customer focus and proficient typing skills.
• Demonstrated adaptability in an ever-changing environment.

Nice-to-haves

• Experience in a call center environment.
• Experience in escalations or level 2 support roles.
• Ability to learn quickly and utilize resources to find answers.

Benefits

• Equal opportunity employer with consideration for all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.