Desktop Solutions Group Specialist

Role overview Help financial advisory branches transition to a new customer relationship management (CRM) platform. The role combines data preparation, launch support, user training, and ongoing assistance with other wealth management applications as the rollout progresses.

Responsibilities - Prepare, clean, enter, and validate CRM data before and after branch transitions. - Support user testing and branch launches, answering questions about data, navigation, and workflows. - Develop training materials and FAQs, and guide advisors and branch staff through the new tools. - Maintain CRM and investment platform data; share user feedback and training needs with the desktop solutions lead. - Learn additional wealth management applications and contribute to projects, communications, and training schedules. - Travel occasionally when business needs require it.

Requirements - An associate or bachelor’s degree in business or a related field, or equivalent work experience. - Familiarity with CRM or database applications and proficiency with Microsoft 365 tools such as Outlook, Teams, Word, Excel, and PowerPoint. - Strong attention to detail and the ability to handle repetitive work accurately and confidentially. - Patient, service-oriented communication skills, including the ability to explain technical steps in plain language. - Flexibility, collaboration, and comfort adapting to changing priorities. - Experience in client service, application support, training, or financial services is preferred.

Benefits and work setup Work location is flexible. The listed base pay range is $32.00–$37.50; the final offer depends on factors including experience, skills, and location. Benefits include medical, dental, and vision coverage; retirement and employee ownership contributions; paid leave and holidays; professional development and tuition support; discounted personal insurance; and charitable giving programs.