Customer Support Representative
Core
Provide software support and troubleshoot technical issues for financial advisors using Pontera's retirement platform.
Role type
Customer Support Representative (Software Support)
Builds
Software platform for retirement savings management
Domain
Fintech / Retirement Planning
Deliverable
client delivery
Required skills
problem-solving, technical troubleshooting, clear communication, investigation, documentation, cross-functional collaboration, pattern recognition
Preferred skills
customer support experience, client service experience
Responsibilities
Provide software support and troubleshoot technical issues, Respond to client questions in a clear and timely manner, Investigate issues and determine next steps, Escalate complex technical matters with full context, Communicate and solve issues via phone, email, and video chat, Identify patterns or recurring themes clients are experiencing