Technical Support Engineer Co-op

Vestmark
Wakefield, MA
On-siteCareer-pivot friendly

Who this role is best for

Candidates with technical interest and financial background will find this on-site role in a fast-paced environment.

Best fit for

  • Candidates with technical interest and financial background will find this on-site role in a fast-paced environment.
    — “Knowledge, understanding and/or interest in the Financial sector”
  • Individuals who thrive in client-facing, cross-functional environments and have strong communication skills.
    — “Management of client expectations – excellent communication skills are essential”
  • Students pursuing a degree in Finance or Computer Science with a strong aptitude for enterprise software.
    — “Progress towards a BA or BS degree (BS degree in Finance or Computer Science is a plus)”

Things to consider

  • This role requires a full-time on-site commitment with no remote or hybrid options.
    — “This is an on-site role, requiring five days per week.”
  • Candidates must be prepared for a potentially demanding workload due to the fast-paced environment.
    — “Self-starter who can display good judgment to plan and accomplish goals in complex fast-paced environment”

How to stand out

  • Emphasize experience with enterprise software and client communication in your resume and interview.
    — “Partner with various internal departments to deliver superior customer service”
  • Highlight your ability to manage multiple priorities and solve problems creatively.
    — “Ability to balance and manage multiple, competing priorities”
  • Showcase your understanding of financial systems and how they relate to technical support.
    — “Knowledge or understanding of investment systems (e.g. Portfolio Management, Trading, Middle/Back Office Operations) is a plus”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • case resolution
  • client satisfaction
  • support documentation
Typical background
progress towards a BA or BS degree

Skills & requirements

Required

Technical SupportClient CommunicationProblem ResolutionTeam CollaborationCustomer Service

Preferred

Investment Systems Knowledge

Stack & domain

MS WindowsSQLLeadershipCommunicationFinance

About the role

Original posting from Vestmark via Greenhouse

A Technical Support Engineering Co-op on the production support team, is responsible for production and technical support for clients using our Managed Accounts solutions platform. The Technical Support Engineer Intern works with clients to analyze, research, and resolve customer support cases.  This hands-on position requires client contact, problem resolution, and coordination with internal operations and technology teams to service clients.

This is an on-site role, requiring five days per week. The office is located at Vestmark’s headquarters in Wakefield, MA. Fully remote or hybrid candidates will not be considered. 

Responsibilities:

Work collaboratively and independently to contribute to and progress the analysis, research, and resolution of customer support cases logged via the Vestmark Support Portal

Answer inbound support calls and triage support inquiries; escalate to support team leader or manager if case is outside area of understanding

Proactively log activities associated with assigned cases, ensuring all activity is accurately described and described with a reasonable amount of detail

Management of client expectations – excellent communication skills are essential

Partner with various internal departments to deliver superior customer service

Proactive support documentation development and refinement

Required Experience and Skills:

Knowledge, understanding and/or interest in the Financial sector

Knowledge, understanding and/or interest of enterprise software implementation lifecycle and aptitude for comprehending enterprise software architecture

Desired Technical Skills:

MS Windows, SQL

Ability to balance and manage multiple, competing priorities

Collaborative interpersonal skills and ability to work within cross-functional teams

Self-starter who can display good judgment to plan and accomplish goals in complex fast-paced environment

Excellent customer service mentality and skills

Creative problem-solving and analysis skills

Ability to handle problem situations quickly, inventively, and resourcefully

Knowledge or understanding of investment systems (e.g. Portfolio Management, Trading, Middle/Back Office Operations) is a plus

Education: 

Progress towards a BA or BS degree (BS degree in Finance or Computer Science is a plus)

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. 

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Hourly compensation ranges from $19-$22, with specific rate determined by academic year level.

Source: Vestmark careers (Greenhouse)

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