Careers @ Advicent

Build the future. Own your future.

Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Our team is revolutionizing the financial planning industry. Come join us!

View All Jobs

Technical Analyst

  • Apply
Advicent is a financial technology (FinTech) company embarking on the next phase of our growth journey.  Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Position Purpose

As a Technical Analyst at Advicent, you will provide escalated technical support to customers, resulting in the highest level of customer satisfaction and loyalty. This support includes a broad range of troubleshooting and technical assistance for end users of our software, as well as acting as a liaison between our customers and the internal development team.

What you’re accountable for
  • Interact and consult with customers on network administration, software systems, and intranet/internet to support Advicent products.
  • Acquire and maintain current technical knowledge necessary to provide accurate solutions to software product inquiries.
  • Maintain relationships with enterprise customers, ensure cases are managed properly and information is communicated appropriately to provide a continued positive experience.
  • Coach Support Specialists to be efficient with the case management process and effectively communicate with our partners.
  • Manage the defect process including documentation, testing, prioritization, case management and communication.
  • Act as the Enterprise Case Owner for multiple companies
  • Provide technical support to customers on Advicent products including related IT issues
What skills are required
  • Bachelor's degree in Information Technology, Business, Communications or related discipline, plus at least one year of equivalent work experience, or equivalent combination of education and experience
  • Experience in providing a positive customer experience
  • Effective verbal/written communication skills to explain technical information to varied levels of users
  • Demonstrated analytical skills and independent problem-solving ability
  • Must be able to type and sit for long periods of time and resolve issues over the phone and via email/Internet
  • Advanced computer skills in Microsoft Office, Internet Explorer, Windows 7 and higher, and Outlook
  • Experience with help desk software
  • Familiarity with financial planning concepts and strategies
To be successful at Advicent, you will
  • Always seek a meaningful outcome and maintain a sense of urgency in everything you do.
  • Be continuously curious and have an ongoing desire to disrupt the status quo.
  • Take initiative and look to expand your role.
  • Always look for ways to contribute to the team and our success.
Benefits & Perks
  • Health, dental, vision, HSA/FSA, 401K employer match
  • 4 weeks PTO, 9 paid holidays, 8 hours paid volunteer time off
  • Free access to on-site fitness center, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda), monthly volunteer opportunities, employer-sponsored engagement & wellness events
  • Tuition reimbursement, industry training opportunities