Senior Client Support Analyst

 

 How you will provide meaningful contributions: 

 

Key Responsibilities 

• Diagnose and resolve client-reported issues related to software, hardware or network problems 

• Take ownership of issues and investigate them to resolution.
 

• Ensures proper escalation and response to customer issues team both to the customer directly and to other departments within InvestCloud 

• Adheres to, follows, recommends, updates and mentors junior staff members on standardized IT processes 
 

• Focus on security practices and data segregation
 

• Ensure escalated issues are resolved in a timely and efficient manner
 

• Ensure daily scheduled activities are completed on time and with high a degree of accuracy
 

• Ability to digest changes and come up with readiness assessment
 

• Communicate clear requirements to escalation point when needed.
 

• Ensure leverage of knowledge base and formal postmortems to continuously improve the platform 

• Assist in identifying, developing and executing continuous improvement opportunities 

• Facilitating business needs and priority identification 

• Deep understanding of the company’s products, services and systems to provide effective support 

• Ability to identify recurring issues and patterns 

 

 

 

 

 

Basic Qualifications for Consideration: 

• Bachelors degree in Computer Information Systems, Business Administration or a related field, preferred 

• Minimum 2 years of experience in Application Support in system or quantitative analysis and business solutions development 

• Advanced troubleshooting skills 

• Prior experience supporting a cloud-based platform is a huge plus
 

• Strong customer service focus
 

• Excellent verbal and written skills required
 

• Excellent time management and organizational skills
 

• Must be able to work in a fast-paced, high-pressure environment and manage priorities

 

• Analytical skills with a dedicated eye to detail, thoroughness and follow up 

 

 

 

Preferred Skills / Experience  

• Proactive, highly motivated individual with a proven track record to deliver superior results 

• Demonstrate excellent judgment and professionalism when dealing with all our internal and external business partners 

• Ability to act as a team lead and guide other less senior team members 

• Minimum 2 years’ experience using a ticketing platform 

• Minimum 1 year experience with Splunk 

• Minimum 1 year experience with a infrastructure monitoring tool 

• Experience with UNIX commands and job monitoring 

• Prior experience supporting a cloud-based platform is a huge plus
 

• Strong customer service focus
 

 

 

 

About InvestCloud 

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Warehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. 

 

Our Values 

• Client Connected 

• Human Centered  

• Technology Forward 

• Respect + Integrity  

• Excellence 

 

 

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on the applicant’s geographic location. Salary range:  $XX - $XX [HR to Complete]  

 

 

Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.