CRM Support Specialist; Redtail
Position: CRM Support Specialist (Redtail)
Overview
If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you’ll be able to work from home for part of the week! If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From competitive bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you’ll be able to work from home for part of the week! We’re looking for a CRM Support Specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills with a background in CRM systems, specifically Redtail? Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must.
Key Responsibilities
- Providing white-glove, first-level support to our CRM users with a focus on Redtail, particularly Commonwealth advisors and their staff
- Prioritizing and processing help requests to identify and resolve support issues
- Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment
Core Strengths and Skills
- Familiarity and knowledge of the Redtail CRM System
- Strong customer service mindset and communication skills ensure the customer experience is paramount
- Patience and capability to walk users through best practices
- Experience with Microsoft Office
365 functionality and troubleshooting
- Knowledge of Active Directory, Azure/Entra, and on-prem domain environments
- Experience in providing mobile device support (iOS, Android)
Additional Skills and Knowledge
- 3+ years working in a technical support role
- CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
- Experience in a tech services or similar help desk onsite role a plus
Please note: This is a full-time opportunity, working 8:30 a.m. - 5:00 p.m. EST with a 30-minute lunch break. Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Picture Yourself Here At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds. MinUSD $65,900.00/Yr. MaxUSD $79,100.00/Yr. #J-18808-Ljbffr Apply tot his job Apply To this Job