Desktop Support​/Network

Position: Desktop Support / Network Support
Job Description This on-site role provides dedicated technology consultation, desktop support, and network support to a financial services network office, ensuring maximum value from technology investments. You build trusted relationships with end users and leadership, act as a technical advisor, and drive adoption of sales-focused software and tools. By combining advanced troubleshooting skills with strong consulting and training capabilities, you help financial advisors and their teams integrate technology into their business processes, improve productivity, and enhance the client experience.

Responsibilities Provide dedicated technology consultation and expertise to the network office to ensure maximum value from the organizations technology investments.

Build and maintain trusting relationships with end users, financial advisors, advisor teams, and network office leadership to understand their business objectives and support needs.

Serve as a trusted advisor to field leaders and end users by championing their goals and aligning technology solutions with operational and strategic priorities.

Prioritize engagements with office leadership and stakeholder groups using sound judgment and decision-making to focus on the most impactful initiatives.

Ensure optimal configuration of desktop, network, and software technologies to support business operations and improve the user experience.

Assist advisors and teams in effectively using technology tools, demonstrating how they enhance client-advisor interactions, productivity, and sales practices.

Develop a thorough understanding of insurance and investment sales cycles to identify how technology can be integrated into key business processes.

Apply consulting strategies to clearly communicate technology benefits, ensuring that diverse audiences understand how to use tools and systems effectively.

Provide advanced project consultation and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades.

Manage escalations related to enterprise technology implementations and upgrades, including coordination, communication, and feedback to local and corporate leadership.

Support the identification of inefficiencies in advisor practices and recommend simple technology applications to improve workflows and outcomes.

Participate in planning sessions with leadership and teams to support goal achievement and learn strategic methods to increase productivity and client satisfaction.

Assist in delivering training on technology best practices, including facilitating classes under supervision to promote effective tool usage and adoption.

Help prepare users for new technology deployments by assisting with training, communication of benefits, and transition support.

Handle vendor management for third-party technology solution providers and implementations to ensure effective collaboration and seamless integration.

Track engagement activities, document support interactions, and attend training sessions to expand knowledge and contribute to continuous improvement efforts.

Maintain a high level of proficiency and expertise in complex computer hardware, software, and network technologies through ongoing education, advanced training, and self-study.

Provide Level 2 desktop support, including expert troubleshooting of hardware, software, and network issues in a corporate field office environment.

Support and troubleshoot Windows 10 desktops, imaging processes, and Office 365 applications to maintain stable and efficient user environments.

Perform hardware break-fix activities, diagnose device issues, and coordinate repairs or replacements as needed.

Provide infrastructure and network support, including router and Cisco switch support and network troubleshooting for local office environments.

Support and administer Active Directory-related tasks, including user access, permissions, and authentication-related troubleshooting.

Deliver on-site training and guidance to end users on IT best practices, security, and effective use of desktop and network technologies.

Utilize extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN environments to resolve issues quickly and effectively.

Use software support tools to diagnose and resolve complex technology problems and improve system reliability.

Collect feedback from advisors and teams and relay insights to home office leadership to help ensure technology solutions meet user…