TekCare Specialist

We’re looking for an enthusiastic, people-first Tek Care Specialist to join our team tek, LLC is a fully functioning software development company in the financial services industry. Nextek creates software applications and solutions to serve the needs of enrolled Financial Services Professionals. If you love technology, thrive on building relationships, and want to do work that genuinely makes a difference, we want to hear from you!

• Proactively contact clients to improve technology adoption
• Proactively identify areas in our technology solutions for clients and independently contact them to engage and adopt solutions
• Onboard new clients and train them on our platform
• Act as the main point of contact for questions, issues, and follow-ups
• Work with internal teams to ensure client-reported bugs and enhancement requests reach the right people
• Help plan and run weekly client meetings and training sessions
• Keep our Support site and Knowledge Center up to date so clients can find answers on their own
• Determine whether a reported issue is an actual bug or a training gap and handle it appropriately
• Go onsite for client training events when needed
• Stay current on new features and product updates so you can speak to them confidently
• Complete our onboarding process to understand the experience from the client’s perspective
• Attend industry events and trainings to stay sharp
• Other duties as assigned

• 1+ years in technology support or customer service role – Required
• Bachelor’s degree or equivalent – Preferred
• Technology support experience – Preferred
• Comfort with Microsoft Office, especially Excel
• Wealthbox CRM – Preferred
• Clear written and verbal communication with clients, teammates, and leadership
• Solid attention to detail and follow-through on open items
• Methodical problem‑solving and documentation skills
• Ability to work independently and as part of a team
• Familiarity with the financial services industry or willingness to learn quickly

• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ability to work in‑office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

At Nextek, we set high expectations, but we back them with support, collaboration, and real opportunities to grow. If you are someone who enjoys helping clients succeed, solving problems on the fly, and being part of a team that takes its work seriously, we encourage you to apply.