A leading fintech organization is seeking a Senior Associate, Platform Support to support enterprise-level clients on a proprietary wealth management platform.
This role will serve as a critical bridge between clients and internal teams, ensuring a seamless experience through technical support, training, and ongoing platform optimization.
Key Responsibilities
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Serve as the primary point of contact for enterprise clients
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Provide technical support via phone, email, and virtual walkthroughs
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Troubleshoot platform issues and coordinate resolution across internal teams
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Configure and manage platform settings, permissions, and workflows
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Educate clients on platform features to drive adoption and efficiency
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Build strong relationships with clients and internal stakeholders
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Act as a subject matter expert on platform functionality
Required Qualifications
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5+ years of experience in client support or client-facing roles in financial services
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Experience working with Registered Investment Advisors (RIA)
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Strong communication and problem-solving skills
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Ability to manage multiple priorities in a fast-paced environment
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Comfort working with technology platforms and troubleshooting issues
Preferred Qualifications
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Experience with SaaS, fintech, or wealth management platforms
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Familiarity with TAMP platforms or custodians (Schwab, Fidelity, Pershing)
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Strong understanding of financial operations and account workflows
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Advanced Excel skills
Compensation & Benefits
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Base Salary: $100,000 – $120,000
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Bonus eligibility
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Benefits include medical, dental, vision, 401(k), and additional wellness offerings
Work Environment
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Hybrid work model (3 days onsite / 2 remote)
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High-touch, client-facing environment
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Fast-paced, collaborative team structure
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LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Engineering, Marketing, Technology, Supply Chain, Revenue Cycle, Call Center, Human Resources and Executive Search, LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries.