Tech Guide Advice Support

About the role

The role is responsible for serving as a core member of the National Desk - Center of Excellence team, providing timely, high quality support to US based advisors on all technology and tool related queries. This position plays a critical role in enabling advisors to operate efficiently and meet client commitments by ensuring rapid turnaround on requests without disruption to client interactions.

What you'll do

• Provide accurate, timely, and actionable resolutions to ensure advisor productivity and uninterrupted client engagement
• Deliver rapid turnaround on requests with a strong sense of urgency, ensuring advisors are not delayed in meeting client commitments
• Translate complex technical concepts into clear, advisor‑friendly guidance
• Maintain a professional, empathetic, and service‑oriented approach in all interactions
• Working together, in-person, is foundational to how we achieve results

What you need

• CRM