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Technical Client Support Representative I (TCSR I) - Remote

Posted 2 days ago
Customer Service
Full Time
USA

Overview

We’re seeking a Technical Client Support Representative I (TCSR I) to serve as the front line of our client support experience. In this role, you’ll manage incoming technical requests through Zendesk, ensuring issues are clearly understood, well-documented, and efficiently routed to the right internal teams.

You’ll play a key role in connecting client-reported issues to internal execution, translating client needs into actionable insights for Engineering and Operations. By maintaining high-quality ticket documentation and strong cross-team coordination, you help drive faster resolutions and a more seamless client experience.

This is a great opportunity for someone who enjoys solving problems, bringing structure to complex information, and contributing to a high-performing, client-focused team.

In Short

  • Monitor and respond to client support requests submitted through Zendesk
  • Review incoming tickets to understand and assess reported issues
  • Gather additional information from clients as needed to ensure clarity
  • Maintain well-documented tickets with clear descriptions and supporting details
  • Escalate technical issues to the appropriate internal teams when needed
  • Create Jira tickets for issues requiring engineering review
  • Partner with Client Success and Engineering teams to track and resolve open issues
  • Identify and document recurring client issues and support processes
  • Contribute to internal knowledge resources to improve team efficiency and consistency

Requirements

  • Experienced in client support, help desk, or a similar customer-facing role
  • Comfortable working with ticketing systems such as Zendesk, Jira, Confluence
  • A clear communicator who can translate client-reported issues into actionable information
  • Highly organized and detail-oriented
  • Proactive and resourceful with a problem-solving mindset
  • Collaborative by nature, able to work effectively across teams
  • Curious and eager to learn within a technology or fintech environment

Benefits

  • Competitive base salary
  • Performance-based bonus
  • Equity participation
  • Flexible PTO
  • Company-funded HSA
  • 401(k) with match
  • Paid downtown Nashville parking
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Wealth Access

Wealth Access is a leading banking-integrated wealth platform that empowers financial institutions to deliver unified and intelligent client experiences. By addressing the challenges posed by fragmented legacy systems, Wealth Access integrates trust, brokerage, retail, and commercial banking data into a secure, portable client record. This comprehensive view enhances wealth management, digital banking, CRM, and analytics ecosystems, facilitating digital transformation and improving advisor productivity. The company collaborates with top financial institutions and technology providers, driving millions of client interactions each month and fostering growth in deposits and investments.

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