Key skills
SQLCommunication
About this role
Role Overview
- Discuss investments and software functionality with wealth manager clients
- Provide technical support by resolving issues and questions by phone and email
- Give webinars and 1-on-1 training to clients
- Implement new clients by converting data from their old software
- Assist in testing products with new software releases
- Help troubleshoot software bugs and work with development team to make fixes
- Build processes and procedures to help new team members
- Write and maintain documentation and articles about software functionality
Requirements
- Familiar with market operations (Exchanges, stocks, bonds, etc.)
- Excellent written and verbal communication skills in English
- Must be reliable and self starting, with a strong attention to detail
- Based in the USA, with a quiet home office and fast internet
- Must be tech savvy, able to write scripts and use macro languages
- Finance degree, Series 63 or equivalent experience
- Would be a plus to know FTP, SQL, DOS Batch, or REST APIs
Tech Stack
- SQL
Benefits
- Competitive salary + health/dental
- Unlimited paid time off
- 401K match