Job Description

JOB DESCRIPTION

Position Title:                                     Product Support Specialist                                        

Location:                                            Cornelius, NC

Employment Type:                            Full-Time, Exempt

Degree:                                                4-Year Degree

Minimum Experience:                       3 Years

Position Summary:

The primary role of this position is to provide first level support to Infovisa’s clients.  This support includes but is not limited to troubleshooting a variety of systems or process related operational issues; training operational, administrative and investment staff on utilization and functionality of the software.  The Product Support Specialist participates in regular testing of the products offered by Infovisa.

Essential Functions of Product Support Specialist:

• Provide in-depth support to Infovisa clients by resolving incoming inquiries using various tools
• Plan, coordinate and conduct training for new and existing Infovisa clients
• Develop proficiency in products and services built and supported by Infovisa 
• Effectively explain system functionality and business processes to team members and clients.
• Troubleshoot and research issues reported by customers in a timely manner using a variety of methods.
• Assist with the upgrade of databases and delivery of our most recent release of software
• Prepare user and internal documentation
• Assist with quality assurance testing for all products offered by Infovisa

Preferred Talents of Product Support Specialist:

• Passion for delivering outstanding customer service
• Relationship builder
• Analytical thinking and problem solving
• Effective communicator
• Exceptional organization skills and ability to work with deadlines
• Independent with a team orientation
• Self-directed and takes initiative

Qualifications of Product Support Specialist:

• Bachelor’s degree Preferred
• Three years professional work experience
• Proficient knowledge of Trust Operations, Wealth Management or other investment related experience preferred
• Proficient in Microsoft Office products
• Ability and willingness to travel

Infovisa, Inc. is an Equal Opportunity Employer. We welcome all qualified candidates who can legally work in the United States.  We are not able to sponsor applicants who require work visas.

About Infovisa

Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Infovisa’s solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers.

For more information about Infovisa, visit

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