Trade Support Engineer

About this role

The Trade Support Engineer will provide production and technical support for clients using Vestmark's Wealth Management solutions. This hybrid role involves significant client interaction, troubleshooting issues, and liaising with internal teams to ensure a high level of service and satisfaction.

What you'll do

• Assist clients with technical solutions in a fast-paced environment.
• Troubleshoot issues related to order management and configuration settings.
• Respond to internal alerts and notify clients of issues.
• Conduct analysis and research to resolve customer support cases.
• Contribute to support procedure documentation.
• Train newer team members and manage case communications.

What they're looking for

• Understanding of Wealth Management and Financial Services
• Ability to manage multiple priorities
• Collaborative teamwork skills
• Strong customer service skills
• Creative problem-solving abilities
• Capacity for quick and resourceful issue resolution
• Knowledge of investment systems (preferred)
• Experience with project management (preferred)

Benefits

• Equity-based grants for new hires
• 90% company-paid medical premiums
• Competitive time-off program
• Hybrid work schedule
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