Service Team IT Associate - Selective Staffing Solutions

We are seeking a Service Team Associate/IT Assistant to deliver exceptional client support and ensure smooth organizational operations. This role involves managing client inquiries related to basic financial industry requests, providing outstanding IT support, and assisting with the maintenance of technical systems to enhance overall client satisfaction.

Schedule: Monday- Friday 9 am to 5 pm
Key Responsibilities:

• Handle and manage client inquiries regarding enrollment, technical assistance with websites, electronic preferences, Zoom and Webex appointments. Communicate effectively to understand clients'needs and provide timely resolutions.
• Support in-office operations using Microsoft Office 365 (including Cloud, Word, Excel, Outlook, and PowerPoint) and phone systems (RingCentral). Escalate complex or unresolved IT issues to external vendors as necessary. Maintain current knowledge of industry trends and technological advancements to continually improve service delivery.
• Maintain all aspects of client digital files and ensure compliance with industry requirements for the storage and filing of executed documents. Perform additional administrative tasks as required for new digital cloud based initiatives.
• Serve as an integral part of the client service team by greeting and welcoming clients to the office, ensuring their comfort while waiting, answering incoming calls, and processing basic financial requests such as distributions, check deposits, and changes to beneficiary designations.
  
  

• Proven experience providing IT client services both in-person and by phone, preferably within the financial industry. 
• Must demonstrate a professional appearance and demeanor, with excellent verbal and written communication skills.
• Proficiency in operating systems and tools such as Zoom, Webex, Microsoft Office 365, RingCentral, and CRM systems (e.g., HUD). 
• Competency in managing and troubleshooting hardware, software, and network issues.
• Familiarity with cloud computing platforms and virtualization technologies is required.
• Bachelor’s degree in information technology, Visual Arts, or a related field is preferred. 
• Creative and detail-oriented, with a strong problem-solving mindset. 
• Demonstrated ability to prioritize tasks, meet deadlines, and adapt to a dynamic environment.

• Proven experience providing IT client services both in-person and by phone, preferably within the financial industry. 
• Must demonstrate a professional appearance and demeanor, with excellent verbal and written communication skills.
• Proficiency in operating systems and tools such as Zoom, Webex, Microsoft Office 365, RingCentral, and CRM systems (e.g., HUD). 
• Competency in managing and troubleshooting hardware, software, and network issues.
• Familiarity with cloud computing platforms and virtualization technologies is required.
• Bachelor’s degree in information technology, Visual Arts, or a related field is preferred. 
• Creative and detail-oriented, with a strong problem-solving mindset. 
• Demonstrated ability to prioritize tasks, meet deadlines, and adapt to a dynamic environment.