Client Services Tech Support Specialist

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Our client, a leading investment firm, is seeking a Technical Support Rep to join their support service team. This contract role (Chicagoland-based candidates preferred) is ideal for someone who thrives in a mission-driven environment, enjoys problem-solving, and is passionate about delivering exceptional service across phone and email channels.

Responsibilities:

• Deliver Tier I technical training and software support to advisors, ensuring their proficiency in the Innovayte platform, system tools, and procedures.

  Serve as a primary point of contact for client service requests via phone and email.

• Resolve client inquiries in a timely, professional, and accurate manner.
• Communicates effectively and handles multiple priorities while maintaining professional and positive attitude.
• Acts as a liaison for sales, operations, advisors, clients, and Innovayte vendors.
• Collaborates with the team on projects and contributes to a cohesive work atmosphere.
• Provides coverage and back-up support to other CSSs, Senior CSSs, and team members.
• Coordinates the preparation, approval, and release of each advisor’s performance reports.
• Handles escalated issues and provides proactive solutions.

Qualifications:

• Bachelor’s degree
• Minimum 3-5 years of experience in customer service.

Benefits: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

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