Technical Support Specialist

Continuum Advantage LLC, a boutique wealth management and financial planning firm in Northbrook, IL, is seeking a Level 1 Technical Support Specialist to support advisors and staff using our financial and operational systems. In this client centric, fiduciary minded environment, you will provide first line support for desktops, applications, and financial platforms, resolve tickets, and assist with user setup and access. You'll collaborate closely with advisors and operations, gain exposure to retirement and investment tools, and grow your technical and advisory skill set in a disciplined, learning oriented culture.

Responsibilities

• Serve as first point of contact for internal users and advisors needing technical support
• Troubleshoot issues related to financial planning, CRM, and portfolio management platforms
• Install, configure, and maintain desktop systems, peripherals, and standard software
• Document incidents, resolutions, and recurring issues in a ticketing system
• Escalate complex technical problems to senior IT or vendors as appropriate
• Assist with user account setup, permissions, and access management
• Support remote connectivity, VPN, and secure access to client and firm systems
• Contribute to knowledge base articles and user guides for common issues
• Collaborate with operations and advisory teams to minimize downtime
• Maintain strong client-focused communication and follow-up on requests

Required Skills

• Technical support
• Windows and mac
• OS troubleshooting
• Financial software support (CRM/portfolio/planning tools)
• Ticketing systems (e.g., Zendesk, Jira, Service
• Now)
• User account and permissions management
• Basic networking and VPN support
• Microsoft 365 administration
• Remote support tools
• Documentation and knowledge base creation
• Security and data privacy awareness