About this role
Platform Associate at Employer. Location: Mesa or Kansas City. Role: troubleshooting issues, supporting advisors, documenting requests Requirements: 0–2 years experience in financial services, wealth management, or technology support; bachelor's degree or equivalent preferred; strong communication, troubleshooting, and organizational skills; proficiency with Microsoft Excel/Word/Outlook and CRM systems. Category: Information Technology Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM, portfolio management Commitment: Full Time Workplace: Hybrid Languages: English