Remote Customer Support Rep - 60-80k (Wealth Tech) - Boston

Only for registered members Boston, United States

4 weeks ago

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Job summary

We offer an intuitive web-based CRM for financial advisors. Our software integrates with leading FinTech brands. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We are REMOTE first and our team is distributed throughout the country.

Responsibilities

  • Lead complex onboarding and/or integrations
  • Assist with product configurations with multiple stakeholders and teams
  • Troubleshoot and resolve technical issues

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