Service Desk Technician

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job Description: Provide technical assistance and answers to users’ questions, assisting users by troubleshooting problems with computer hardware or software.

Key Responsibilities

• Identifies, investigates, and resolves users’ problems with computer software and hardware.
• Fields support calls, chat, email, and/or other communication from users with inquiries regarding software, connectivity, printing, and similar concerns.
• Consults with users to determine steps and procedures taken to identify and resolve the problem.
• Prioritizing tasks and meeting SLAs in a fast-paced environment.
• Ability to analyze issues, identify root causes, and provide effective solutions.
• Guides users through diagnostic and troubleshooting processes, which may include use of diagnostic tools and software and/or following verbal instructions.
• Collaborates with other staff to research and resolve problems.
• Assist in setting up and shipping computer hardware to new users.
• Arranges service by software or hardware vendors to repair or replace defective products.
• Maintains knowledge of technology innovations and trends.
• Performs other related duties as assigned.
  
  

Qualifications

• Bachelor’s degree in Computer Science or related field.
• 3 years of experience in customer technical support highly preferred.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Professional and pleasant telephone manner.
• Ability to explain technical issues to technical and nontechnical team members and customers.
• Strong analytical and problem-solving skills.
• Proficient in managing M365 applications, including Exchange Online, SharePoint, Teams, and OneDrive.
• Experience in troubleshooting Microsoft Teams issues, setting up channels, and managing collaboration features.
• Familiarity with Intune for mobile device management (MDM) and endpoint security.
• Competent in diagnosing and resolving Windows-related problems.
• Skilled in M365 user provisioning, license management, and mailbox administration.
• Proficient in using service desk tools such as Service Desk Plus, Jira Service Desk, or Zendesk.
• Ability to follow instructions, be a team player, handle stress, meet tight deadlines, demonstrate an upbeat demeanor.
• Must be able to lift at least 15 pounds.
  
  

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $65,000 - $75,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.