Wealth Management Application Support Engineer

Tasks

• Collaborate on the coordination and execution of implementations of enhancements, maintenance, and changes to the software that supports the Wealth Management department.
• Ability to effectively and proactively resolve user issues through close collaboration with external vendors/contractors, internal resources, and end users. This includes working with subject matter experts to address application issues, including data inquiries and the resolution of discrepancies.
• A point of contact with the programming department to resolve issues that may require code changes.
• Compliance with established procedures for submitting change requests and work orders.
• Planning and implementing all necessary enhancements and modifications to existing systems.
• Collaborate with business users to identify needs and potential improvements for the supporting business processes.
• Maintenance of comprehensive documentation on product use.
• Providing support for various system, application, and database functions.
• Testing changes in development and production environments before going live.

Requirements

• 5+ years of experience in application support.
• 5+ years of experience in the financial services industry.
• Extensive knowledge of customer relationship management (CRM) platforms.
• Advanced understanding of investment concepts, including types of securities and complex transactions.
• Experience with SQL and a relational database system environment.
• Strong written and oral communication skills.
• Ability to work in a team environment.
• Ability to manage multiple projects simultaneously to ensure customer satisfaction.
• Ability to interact with customers and colleagues at all levels of the organization.
• Good organizational skills.
• The candidate must be detail-oriented!
• Legal authorization to work in the United States; proof of documentation is required before starting work.

We offer

• Salary range: $86,000 - $120,000