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Independent Financial Group Logo

Software Support Specialist

Independent Financial Group

Salary not specified
Apr 15, 2025
San Diego, CA, US
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The company is seeking a Software Support Specialist to provide software support and training to its network of Financial Advisors and their staff.

Requirements

  • Familiarity with support platforms such as Freshservice
  • Quick to learn new technology tools and platforms

Responsibilities

  • Provide front-line support via phone and email for software-related inquiries
  • Create and maintain detailed support tickets using Freshservice
  • Utilize tools such as Canned Responses, Scenarios, and the Knowledge Base to ensure efficient and consistent communication
  • Assist with onboarding new users to IFG’s platforms and provide software training under the guidance of senior staff
  • Contribute to the development and maintenance of Knowledge Base articles and internal documentation
  • Demonstrate a proactive approach to learning IFG’s internal systems and advisor-facing tools
  • Participate in team meetings and ongoing training sessions to enhance support capabilities

Other

  • Bachelor’s degree strongly preferred; equivalent work experience in a related field will also be considered
  • 1–2 years of customer service experience preferred
  • Experience in a broker-dealer or financial services environment is a plus
  • Strong written and verbal communication skills
  • Excellent interpersonal and customer service abilities
  • Highly detail-oriented with strong follow-through on tasks
  • Capable of managing priorities and multitasking in a fast-paced, high-volume environment
  • Self-motivated with a proactive mindset and a desire to take on increasingly complex responsibilities