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!

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Support Specialist

US-WI-Milwaukee
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Overview
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 Support Specialist you will provide first level technical software, hardware and network problem resolution to Advicent customers. You will be responsible for guiding users through solutions and clearly communicating technical solutions in a professional manner, resulting in high levels of customer satisfaction and loyalty.

What you’re accountable for
  • Under general supervision, provide timely technical support to customers on Advicent products through both written and verbal communications.
  • Interact and consult with customers on network administration, software systems, and intranet/internet to support Advicent products.
  • Prioritize and solve complex technical issues based on established processes and workflows, escalating as necessary.
  • Record, track and document customer requests, updating through to final resolution.
  • Ability to meet and exceed performance metrics as outlined by Advicent management regarding quantity of cases, average turnaround time, and customer satisfaction.
  • Perform other tasks on projects as needed or assigned by management.
What skills are required
  • Bachelor's degree in Business, Communications, Technology or a related discipline, plus one year of customer service related experience, or equivalent combination of education and experience
  • Experience in providing positive customer service, as well as effective verbal/written communication
  • Proficient in using Microsoft Office and web browsers
  • Independent problem solving ability
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