Entry Support, Service Management

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the Technical Operations Service Desk Support, Entry Support:

The BetaNXT Technical Operations Center is seeking an enthusiastic TOC Support Engineer, Entry Support to join our team in Brookfield, Wisconsin. This is an in-person role based out of our Brookfield, WI office with working hours from Monday-Friday, 7:00 am - 4:00 pm. The duties consist of client support, including incident management, monitoring, logging event/issue details, and documentation. The ideal candidate is expected to evolve and grow within the suite of financial products to meet the changing needs of our clients. This role will provide product, research, and deployment support to our client firms via incoming calls or email.

Duties and Responsibilities of the Technical Operations Service Desk Support, Entry Support:

• Monitor the company's IT infrastructure, applications, and security using various tools and dashboards.
• Troubleshoot, research, and resolve issues that impact the company's systems and services, following standard operating procedures and best practices.
• Communicate with internal and external customers, providing status updates, resolution details, and feedback.
• Document incidents and problems, logging them in the company's ticketing system and updating them as needed.
• Escalate incidents and problems to the appropriate teams or vendors, following the company's service level agreements and escalation procedures.
• Participate in the Service Desk's shift rotation, and training sessions.
• Answer incoming calls from other operations/help desk teams of brokerage firms and provide accurate and courteous responses while identifying customer needs and offer solutions or referrals to appropriate departments or personnel.
• Handle customer complaints and issues in a professional and timely manner.
• Follow up with customers to ensure satisfaction and retention.
• Update customer records and databases with relevant information and notes.
• Escalate complex or sensitive cases to subject matter experts, senior staff, &/or managers
• Comply with company policies, procedures, and regulations.
• Assist in any testing and validation of product performance and availability when needed. This could be triggered by alarms in monitoring or as part of change, deployments, or industry exercise validations.
• Participate in training and development programs to improve skills and knowledge.
• Provide feedback and suggestions to improve operations and customer experience.
• Facilitate the Incident Management process by hosting troubleshooting calls, engaging subject matter experts (SMEs), and client communication through calls and/or written updates through the ticketing platform.
  
  
  

Skills and Experience of the Technical Operations Service Desk Support, Entry Support:

• 1 year of experience in technical support, IT operations, or IT service management and/or Associate's degree in Computer Science, Information Systems, Engineering, or related field.
• Basic knowledge of IT infrastructure, applications, and security concepts and technologies, such as networks, servers, databases, cloud, web, firewalls, encryption, etc.
• Experience in using various tools and platforms for monitoring, troubleshooting, and ticketing, such as SolarWinds, Grafana, ServiceNow, etc.
• Exceptional attention to detail and ability to work under pressure, managing multiple projects/functions simultaneously to deliver results.
• Ability to work independently and find solutions to issues based on knowledgebase articles, documentation, and other resources.
• Critical thinking, showing the ability to solve and isolate complex technical/business problems.
• Excellent communication, customer service, and problem-solving skills.
• Ability to work in a fast-paced, dynamic, and collaborative environment.
• Certifications in ITIL, CompTIA, Microsoft, Cisco, AWS, or other relevant domains are beneficial.
• Potential need for assist in working in shifts outside of standard work hours ( holidays and weekends) to support business events such as deployments, industry, &/or business continuity events to client support 24x7x365 days a year (including weekends and holidays).