Advisor Tech Platform Service Lead; Wealth Management
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-06
Listing for:
Qode
Full Time
position Listed on 2026-06-06
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Qode is looking for a Service Consultant - Financial Advisor Technology Platform based in Austin, TX. This role involves supporting financial advisors by addressing their service needs and enhancing their experience with our technology platform.
The ideal candidate will have 5–8 years of experience in client service within wealth management and possess strong problem-solving and communication skills. You will establish key relationships with advisors, ensuring their inquiries and issues are addressed promptly and efficiently.
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