Independent Financial Group, LLC (IFG) an independent broker-dealer in San Diego, California is currently seeking a Software Support & Training Specialist . The primary role is to provide software support and training to IFG’s Financial Advisors and their staff for the products and services provided by IFG. This is a customer service position with limited technical knowledge requirements. Any technical necessities will be included in training upon hire. This position also interacts with various departments including Operations, Compliance, and Supervision.

IFG, America’s Finest Broker-Dealer TM, is an independent broker-dealer based in San Diego, California with 640 representatives located in over 350 offices across 40 states. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years. Nationally, IFG’s success has been recognized in numerous financial services industry publications and received the # 1 ranking in Wealth Management Magazine’s Independent Broker-Dealer Report Card in 2017 and has won Runner-Up Broker-Dealer of the Year as named by Investment Advisor Magazine in 2016 and 2017. IFG has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc. 500|5000 list.

Job Duties

• Provide end-user application support via phone, email and support request tickets
• Troubleshoot application challenges, access, and other technical issues
• Provide software application training using a variety of delivery methods
• Document, track, and monitor problems to ensure a timely resolution and appropriate follow-up with branch offices
• Collaborate with team members in the help desk to resolve incidents
• Work closely with technology partners to resolve third-party software challenges

Qualifications

• 2-3 years of customer service experience
• Bachelor’s degree preferred or equivalent work experience in a related discipline.
• IT ticketing system experience desired

Competencies

• Maintain a positive, empathetic, and professional attitude toward advisors and employees
• Customer focused and able to manage large call volumes as and when needed
• Strong problem solving with an emphasis on customer service skills necessary
• Ability to work independently as well as part of a team
• Ability to communicate effectively. Strong oral and written communication skills
• Basic technical working knowledge of PC based computer hardware and software required
• Desire for continuous learning

Benefits

IFG offers a competitive benefits package with:

• Company-paid Medical, Dental, and Vision
• Paid time off (including all stock market holidays)
• 401k matching
• Professional development reimbursement
• Market-level compensation based on experience