On-Line Tool Support Professional

Description We are looking for an On-Line Tool Support Specialist to join a customer service team supporting digital tools within the investment advisory industry. This is a long-term contract position designed for someone who enjoys helping clients and advisors navigate web-based applications while delivering clear, timely support. The role blends customer interaction, issue resolution, and product guidance in a fast-paced environment where strong communication and troubleshooting skills are essential.

Responsibilities:

- Guide clients and advisors on how to use online tools effectively, helping them understand processes, features, and self-service options.

- Respond to questions about platform usage, policies, and procedures while addressing straightforward usability concerns.

- Investigate a broad range of web-based technical issues, determine likely causes, and work toward timely resolution.

- Partner with advanced support teams on more complex problems and serve as the communication link between users and technical specialists.

- Track a high volume of support cases, prioritize requests appropriately, and provide regular updates on progress and recovery timelines.

- Build practical knowledge of internal applications, support workflows, and related data to strengthen day-to-day troubleshooting.

- Continuously expand expertise through training, peer collaboration, and hands-on learning to improve service quality and efficiency.

- Monitor updates to online tools and support readiness for changes that may affect incoming service demand.

- Work onsite during the training period and follow a hybrid schedule afterward based on business needs. Requirements - High school diploma or equivalent required.

- 0-1 year of relevant experience in customer service, technical support, or a similar environment.

- Ability to explain processes, policies, and technical concepts in a clear and approachable manner.

- Strong verbal and written communication skills with a customer-focused approach.

- Proven ability to troubleshoot issues, identify root causes, and resolve problems efficiently.

- Comfortable managing multiple tasks in a high-volume, fast-paced setting.

- Working knowledge of computers, desktop operating systems, internet-based applications, and common support tools.

- Willingness to learn new systems, follow best practices, and adapt to evolving support needs. Talent Match®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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