Desktop Solutions Group Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the gradual implementation of Davidson Connect, which includes data entry, organization, and validation prior to and following branch conversions.

• Support user testing and branch inaugurations, guiding users through inquiries related to data, navigation, and workflows.

• Develop training materials and FAQs, while also addressing questions from Financial Advisors and branch staff.

• Oversee CRM and Envestnet data management, and communicate user feedback and training requirements to the Director of Desktop Solutions.

• Enhance understanding of additional core Wealth Management applications and contribute to team projects, communications, and the training schedule.

⛳️ Requirements

• An associate or bachelor’s degree in business or a related discipline, or equivalent professional experience.

• Preferably experience in client service, application support, training, or the financial services sector.

• Familiarity with CRM systems or similar database applications.

• Proficient in Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint).

• Exceptional attention to detail, with the capability to perform repetitive tasks accurately and confidentially.

• A patient, service-oriented communicator who can convey technical instructions in simple terms.

• A flexible, team-oriented individual who adjusts well to shifting priorities.

• Occasional travel may be necessary depending on business requirements.

🏝️ Benefits

• Medical, Dental, and Vision coverage.

• Company 401(k) plan and ESOP contributions.

• Generous sick leave, vacation time, and maternity/parental leave policies.

• Paid holidays.

• Opportunities for professional development.

• Tuition reimbursement with a $15,000 lifetime cap.

• Discounts on personal insurance, including home, auto, and recreational vehicles.

• Charitable gift-matching program.

• Davidson Day of Giving.