TekCare Specialist

What You’ll Do

• Proactively contact clients to improve technology adoption
• Proactively identify areas in our technology solutions for clients and independently contact them to engage and adopt solutions.
• Onboarding new clients and training them on our platform
• Being the main point of contact for questions, issues, and follow-ups
• Working with internal teams to make sure client-reported bugs and enhancement requests get to the right people
• Helping plan and run weekly client meetings and training sessions
• Keeping our Support site and Knowledge Center up to date so clients can find answers on their own
• Figuring out whether a reported issue is an actual bug or a training gap and handling it either way
• Going onsite for client training events when needed
• Staying current on new features and product updates so you can speak to them confidently
• Completing our own onboarding process so you understand the experience from the client’s perspective
• Attending industry events and trainings to stay sharp
• Other duties as assigned

  What You Bring

  • 1+ years in technology support or customer service role – Required
  • Bachelor’s degree or equivalent – Preferred
  • Technology support experience - Preferred
  • Be comfortable with Microsoft Office, especially Excel
  • Wealthbox CRM - Preferred
  • Communicate clearly in writing and on the phone with clients, with teammates, and with leadership
  • Have solid attention to detail and follow through on open items
  • Be able to think through a problem methodically and document what you find
  • Work well on your own and as part of a team
  • Have some familiarity with the financial services industry (or be willing to learn it quickly)

  What We Offer

  • Competitive compensation and comprehensive benefits
  • 4 weeks of accrued PTO, plus 9 paid holidays
  • Medical, dental, vision, life insurance, and 401(k)
  • 8 hours of paid volunteer time off (VTO)
  • Ability to work in-office four days per week with one remote workday
  • Ongoing professional development and training
  • A collaborative team that values expertise, initiative, and growth

  About the Role

  Nextek, LLC is a fully functioning software development company in the financial services industry. Nextek creates software applications and solutions to serve the needs of enrolled Financial Services Professionals.

  Qualifications

  1+ years in technology support or customer service role – Required

  Bachelor’s degree or equivalent – Preferred

  Technology support experience - Preferred

  Be comfortable with Microsoft Office, especially Excel

  Wealthbox CRM - Preferred

  Communicate clearly in writing and on the phone with clients, with teammates, and with leadership

  Have solid attention to detail and follow through on open items

  Be able to think through a problem methodically and document what you find

  Work well on your own and as part of a team

  Have some familiarity with the financial services industry (or be willing to learn it quickly)