Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

　　We are looking for a Platform Experience/Service Analyst to join our organization. In this role, you will provide excellent customer service to clients by researching individual issues in a timely manner and following up as necessary.

　　What your day will look like: providing support and guidance to internal and external clients via telephone, WebEx and email all tracked utilizing ZenDesk.  Volume is around 20-30 requests. Each day includes system testing of internal platform.  

　　Successful candidate will have wealth management/securities experience, service minded to provide top notch experiences for each interaction as well as comfort working within multiple systems and platforms.

　　This position may be performed at any of the following office locations:

　　Houston, TX - 11740 Katy Freeway, Energy Tower III, 77079

　　San Diego, CA - 10150 Meanley Dr, 92131

　　Syracuse, NY - 100 Madison St, 13202

　　The anticipated annual base salary range for this position is $40,000 to $55,000. Exact compensation may vary based on skills, experience, and location.

　　What you will do:

　　Responds to all platform service inquiries according to published customer service standards

　　Primary contact for assistance with platform reporting requests and needs.

　　Conducts initial login training for internal platforms and provides help with training modules.

　　Manages global rep code / owner changes for contact records.

　　Assists clients with their database cleanup projects.

　　Maintains platform home page announcements/events.

　　Troubleshoot and diagnose problems.

　　Assist with customer service calls.

　　Assist other operational groups as needed.

　　Assist with desktop support including internal systems: UNIO, LaserApp, NetX360.

　　Assists with various projects, large data uploads and help requests as needed.

　　Pershing IRA Waive Fee reporting.

　　What you will bring:

　　++Must haves+

　　Associate's degree (A. A.) or equivalent from two-year college or technical school; or 5 years related experience and/or training; or equivalent combination of education and experience. Must have ability to plan and focus on projects and have a general understanding of the investment market and terms.

　　Must be self-motivated and have good interpersonal relationship skills.

　　Must also have excellent organizational skills and have the ability to manage and keep strict deadlines.

　　Proficient with all Microsoft products (i.e., Excel, Word, Outlook, PowerPoint)

　　Must have the ability to communicate effectively (both oral and written)

　　Ability to apply common sense understanding to carry out instructions furnished in written, oral, or presentation form.

　　Must have the ability to identify, analyze, and solve problems involving several entities, people, or variables of a complex nature in a timely manner.

　　++Like to Have

　　Previous experience working in wealth management or broker dealer environment preferred. Current Series 7 license preferred.

　　Previous experience in call center environment

　　Previous experience with Zendesk or ticketing platform

　　Why work at Atria?

　　In addition to a competitive salary, we provide a full benefits package that includes:

　　Medical & Prescription Drug Insurance

　　Health Advocacy

　　Telehealth

　　Dental Insurance

　　Vision Insurance

　　Health Savings Account

　　Flexible Spending Accounts

　　Short-Term Disability Insurance

　　Long-Term Disability Insurance

　　Life Insurance

　　Paid time off, Paid Holiday, Paid Birthday

　　Critical Illness, Accident & Hospital Indemnity Coverage

　　Identity Theft

　　Employee Assistance Program

　　Pet Insurance

　　Legal Plans

　　Virtual Therapy

　　Virtual Mental WellCare

　　Long-Term Care

　　Retirement 401(k) Savings Plan with matching

　　At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

　　Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

　　Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit  atriawealth.com .

　　Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

　　This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the  time.

　　It’s time for the next step in your career. Apply now.

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