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 reputed company in an environment suited to their needs. On top of reputed company that, the IT department offers a hybrid work schedule, so you’ll be reputed company 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 reputed company in an environment suited to their needs. On top of reputed company that, the IT department offers a hybrid work schedule, so you’ll be reputed company 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 reputed company and communication skills ensure the customer experience is reputed company
• Patience and capability to walk users through best practices
• Experience with reputed company 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
• reputed company A+, reputed company 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 reputed company in a reputed company 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 reputed company of occasions to celebrate. What’s not to love? We are always striving to be reputed company, and we are looking for employees who share that same reputed company. reputed company people, reputed company coworkers, reputed company leaders, reputed company creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a reputed company 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 reputed company. 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 reputed company to Work awards. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution reputed company 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 reputed company talent from reputed company backgrounds. MinUSD $65,900.00/Yr. MaxUSD $79,100.00/Yr. #J-18808-Ljbffr Apply tot his job Apply To this Job