Platform Associate

Key Responsibilities

• Serve as a primary point of contact for field offices experiencing platform-related issues, providing timely troubleshooting and resolution support
• Work directly with advisors and operations staff to diagnose problems, answer questions, and guide them through platform functionality
• Track, log, and manage incoming support requests and issues, ensuring timely follow-up and resolution documentation
• Identify recurring issues and patterns across offices and escalate systemic problems to the Head of Platform and relevant internal teams
• Aid in onboarding new offices and advisors onto company platforms, including setup, configuration, and initial training support
• Develop and maintain internal documentation, FAQs, quick-reference guides, and training materials to help field staff use platforms effectively
• Collaborate with Operations, Technology, and Advisory teams to communicate field-level feedback and support platform improvements
• Maintain awareness of platform updates, releases, and changes, and proactively communicate relevant information to impacted offices
• Aid in supporting data accuracy and integrity efforts by helping offices resolve data entry, syncing, or reconciliation issues within platforms
• Support the Head of Platform and Product Owner with testing, validating, and rolling out platform enhancements or new integrations

Qualifications

• Bachelor's degree in Business, Finance, Information Systems, or a related field (or equivalent experience)
• 0–2 years of experience in financial services, wealth management, technology support, or a related field
• Familiarity with platforms commonly used in wealth management or financial advisory environments is a plus
• Basic understanding of advisor workflows, brokerage operations, or office operations preferred
• Strong written and verbal communication skills, with the ability to explain technical concepts in plain language
• Ability to manage multiple requests, prioritize effectively, and meet deadlines in a fast-paced environment
• Strong attention to detail, organizational skills, and problem-solving abilities