A leading software development entity is looking for a Financial Needs Analysis Technical Support Agent to join their team. This entity focusses on developing technology for financial Advisors.
Responsibilities + Skills
Testing of new releases that has been done on the systemProviding feedback on incoming calls.
Providing support to Financial Advisors working on an in house systemDealing with all incoming queriesSet up training and interactions for financial advisors.Testing of new releases that has been done on the systemProviding feedback on incoming calls.
Qualification in Financial Planning or Wealth ManagementExperience in a Financial Advisory environment.