What are the responsibilities and job description for the Service Desk Technician position at Wealthspire?
SERVI015000_4
Who We Are
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary
Wealthspire is seeking a highly skilled Service Desk Technician to support Microsoft 365, end-user computing, and collaboration services across the organization. This role provides advanced front-line support, resolves the majority of end-user issues independently, and escalates well-documented, complex problems to Infrastructure or Security teams when needed.
The Service Desk Technician plays a critical role in maintaining a reliable, secure, and productive end-user environment.
Key Responsibilities
End User Support
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $64,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
Who We Are
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary
Wealthspire is seeking a highly skilled Service Desk Technician to support Microsoft 365, end-user computing, and collaboration services across the organization. This role provides advanced front-line support, resolves the majority of end-user issues independently, and escalates well-documented, complex problems to Infrastructure or Security teams when needed.
The Service Desk Technician plays a critical role in maintaining a reliable, secure, and productive end-user environment.
Key Responsibilities
End User Support
- Resolve escalated Service Desk tickets related to Microsoft 365, Windows devices, and collaboration tools
- Troubleshoot Outlook, Exchange Online, Teams, SharePoint, OneDrive, and desktop application issues
- Provide clear communication and timely follow-up to users throughout the ticket lifecycle
- Deliver professional, high-quality support to business users, including executives when required
- Support user onboarding, offboarding, and access changes in Entra ID (Azure AD)
- Troubleshoot MFA, sign-in, and access issues; escalate conditional access or policy issues when appropriate
- Support Intune-managed Windows devices, including compliance issues, application installs, and device troubleshooting
- Document troubleshooting steps, resolutions, and escalation details accurately in the ticketing system
- Contribute to knowledge base articles and standard operating procedures
- Follow established incidents, change, and security processes in a regulated environment
- Assist end users during tenant transitions, acquisitions, divestitures, and device refresh activities
- Participate in day-to-day technology operations
- 3–6 years of Service Desk or End User Support experience in a corporate environment
- Strong hands-on experience supporting Microsoft 365 (Outlook, Teams, SharePoint, OneDrive)
- Working knowledge of Entra ID (Azure AD), MFA, and user access troubleshooting
- Experience supporting Intune-managed Windows endpoints
- Ability to resolve most issues independently and escalate effectively when required
- Strong customer service, documentation, and communication skills
- Experience in financial services or regulated environments preferred
- Exposure to enterprise Microsoft 365 environments and real-world change initiatives
- Collaboration with Infrastructure, Security, and Operations teams
- Opportunity to grow toward Tier 3 or specialized roles over time
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $64,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
Salary : $64,000 - $85,000