Customer Support Representative
Hybrid
Core
Provide software support and troubleshoot technical issues for financial advisors using Pontera's retirement platform.
Role type
Customer Support Representative
Builds
Ensures client confidence and operational excellence for Pontera's fintech platform
Domain
Fintech / Retirement Planning
Deliverable
client delivery
Required skills
problem-solving, technical troubleshooting, clear communication, empathy, investigation, documentation, cross-functional collaboration
Preferred skills
Zendesk experience, prior customer support experience
Responsibilities
Respond to client questions, investigate issues, escalate complex technical matters, identify recurring client themes, support team initiatives
Seniority
Individual Contributor