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About the Role
As a Technical Support Analyst for Wealth Systems, you will provide technical assistance and support to internal teams and end-users, ensuring the smooth operation of wealth management software by troubleshooting issues, diagnosing problems, and offering solutions. This role requires strong technical expertise, excellent problem-solving skills, and a deep understanding of wealth management systems.
Responsibilities
- Provide timely and professional technical support for Wealth management systems, addressing user inquiries and technical issues related to system functionalities, integrations, and performance.
- Analyze, diagnose, and resolve system issues related to wealth management platforms, ensuring minimal downtime and smooth user experience.
- Monitor the performance of wealth systems, identify potential issues, and implement preventive measures to ensure system stability.
- Assist end-users by providing training on how to submit incidents correctly and create/maintain user manuals and documentation for the support team.
- Collaborate with development, infrastructure, and product teams to identify system bugs, implement fixes, and contribute to system improvements.
- Manage and prioritize support tickets, ensuring timely resolution of critical issues and escalating unresolved issues as necessary.
- Assist in the planning and execution of system upgrades, patches, and updates.
- Provide regular status reports on system performance, ongoing support tickets, and other relevant metrics to management.
Requirements
- Bachelor’s degree in Information Technology, Computer Science, or a related field, or equivalent work experience.
- Minimum 2-3 years of experience in technical support, preferably supporting financial or wealth management systems.
- Knowledge of Support ticketing systems such as ServiceNow and JIRA.
- Proficiency in troubleshooting software and hardware issues.
- Familiarity with SQL databases and querying tools.
- Experience with system integrations and working with APIs.
- Ability to quickly diagnose and resolve issues with a strong focus on delivering customer satisfaction.
- Excellent written and verbal communication skills with the ability to explain technical issues to non-technical users.
- Ability to collaborate effectively with cross-functional teams and contribute to projects.
- Strong analytical and problem-solving abilities, with an eye for detail to ensure systems run optimally.
- Understanding of wealth management systems is a plus.
- Knowledge of financial industry standards, regulations, and compliance requirements.
- Familiarity with cloud platforms (AWS, Azure, etc.) and virtualized environments.
Skills
- Technical Support
- Wealth Management Systems
- System Troubleshooting
- System Monitoring
- User Training
- Documentation
- Collaboration
- Incident Management
- System Upgrades
- Reporting
- ServiceNow
- JIRA
- SQL Databases
- APIs
- Problem-Solving
- Communication Skills
- Teamwork
- Attention to Detail
- Financial Industry Standards
- Cloud Platforms (AWS, Azure)
- Virtualized Environments
Location
- In-office
Work Type
- Full-time
Experience Level
- 2-3 years
Education Level
- Bachelor's degree in Information Technology, Computer Science, or related field, or equivalent work experience.
Benefits
- Competitive benefits
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
About the Company
- CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
- Since 1965, we have consistently anticipated and responded to the changing needs of investors.
- We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
- Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
- Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Equal Opportunity
- We are focused on building a diverse and inclusive workforce.
- CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
- If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.