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.
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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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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