Service Consultant – Financial Advisor Technology Platform

qode.world

Service Consultant facilitating support between financial advisors and internal operations teams. High-impact, client-facing role focusing on issues related to wealth management and technology.

Posted 6/1/2026full-timeAustin • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support as a key point of contact for advisor inquiries, escalations, and ongoing service needs
Identify and help resolve advisor pain points related to platform functionality, data quality, and reporting
Develop trusted relationships with advisors to ensure high satisfaction, adoption, and retention
Triage and route service issues across data, operations, sales, and the platform implementation team with urgency and clarity
Act as the connective tissue between advisors and internal teams — translating advisor needs into actionable tickets and resolution paths
Track open issues and ensure timely resolution; maintain accountability across stakeholders
Execute on the established service model for advisor-facing support, contributing to the refinement of intake, triage, escalation, and resolution workflows
Contribute to playbooks, FAQs, and self-service resources to reduce recurring issues and improve advisor independence
Track and report on service KPIs including response times, resolution rates, and advisor satisfaction
Support advisors in navigating client and advisor portal features, reporting tools, and data integrations
Identify recurring data quality issues and partner with the data and operations teams to implement upstream fixes
Stay current on platform product updates and ensure advisors are informed of changes that affect their workflows

Requirements

What you’ll need

5–8 years of experience in a client service, relationship management, or service lead role within wealth management
Prior experience at a broker-dealer, TAMP (Turnkey Asset Management Platform), or custodian in a client-facing capacity
Exposure to or participation in service process improvement in a financial services environment
Hands-on familiarity with advisor and client portals and the workflows advisors rely on day-to-day
Strong working knowledge of financial data concepts — including account aggregation, performance reporting, portfolio data, and custodial data feeds
Proven ability to triage and manage complex, multi-stakeholder issues to resolution
Excellent written and verbal communication skills; ability to translate technical issues for non-technical advisors and vice versa.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account qode.world Website LinkedIn All Job Openings 11 - 50 employees 🤖 Artificial Intelligence 👥 HR Tech 🎯 Recruiter Artificial Intelligence
HR Tech
Recruitment qode. world is a company that leverages artificial intelligence to revolutionize the recruiting process. Their platform allows users to find candidates by sourcing data from billions of data points worldwide and provides data-driven insights. Users can connect with candidates directly through the platform, conduct customized AI-led interviews, and get comprehensive assessments. The service also integrates easily with LinkedIn, enhancing the talent pool and facilitating direct communication with candidates listed there. Qode. world offers additional recruiting services to assist in hiring for niche or senior roles. They are praised for their effectiveness in streamlining the hiring process and delivering quick results. Service Consultant – Financial Advisor Technology Platform 🔥 3 minutes ago 🏢🏡 Austin – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Support as a key point of contact for advisor inquiries, escalations, and ongoing service needs
Identify and help resolve advisor pain points related to platform functionality, data quality, and reporting
Develop trusted relationships with advisors to ensure high satisfaction, adoption, and retention
Triage and route service issues across data, operations, sales, and the platform implementation team with urgency and clarity
Act as the connective tissue between advisors and internal teams — translating advisor needs into actionable tickets and resolution paths
Track open issues and ensure timely resolution; maintain accountability across stakeholders
Execute on the established service model for advisor-facing support, contributing to the refinement of intake, triage, escalation, and resolution workflows
Contribute to playbooks, FAQs, and self-service resources to reduce recurring issues and improve advisor independence
Track and report on service KPIs including response times, resolution rates, and advisor satisfaction
Support advisors in navigating client and advisor portal features, reporting tools, and data integrations
Identify recurring data quality issues and partner with the data and operations teams to implement upstream fixes
Stay current on platform product updates and ensure advisors are informed of changes that affect their workflows 🎯 Requirements
5–8 years of experience in a client service, relationship management, or service lead role within wealth management
Prior experience at a broker-dealer, TAMP (Turnkey Asset Management Platform), or custodian in a client-facing capacity
Exposure to or participation in service process improvement in a financial services environment
Hands-on familiarity with advisor and client portals and the workflows advisors rely on day-to-day
Strong working knowledge of financial data concepts — including account aggregation, performance reporting, portfolio data, and custodial data feeds
Proven ability to triage and manage complex, multi-stakeholder issues to resolution
Excellent written and verbal communication skills; ability to translate technical issues for non-technical advisors and vice versa. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Senior Analyst – Global Hyperscale Investments 🕒 6 days ago Digital Realty 1001 - 5000 Website LinkedIn All Job Openings Senior Analyst supporting Global Hyperscale Team at Digital Realty. Conducting financial analyses and collaborating with stakeholders for investment strategies. 🏢🏡 Austin – Hybrid 💵 $120k - $170k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Success Architect – Financial Services Cloud 🕒 May 8 Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Senior Success Architect driving customer adoption in Salesforce's Financial Services Cloud. Collaborating with teams to improve product feedback and customer success outcomes. 🏢🏡 Austin – Hybrid 💵 $150.1k - $227k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Manager, Investments 🕒 April 15 Treaty Oak Clean Energy 51 - 200 Website LinkedIn All Job Openings Manager, Investments supporting Treaty Oak's investment decision-making across utility-scale solar and energy storage projects. Leading financial models and due diligence processes for project investments. 🏢🏡 Austin – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Financial Operations Manager 🕒 April 14 We Insure 201 - 500 Website LinkedIn All Job Openings Financial Operations Manager overseeing commission reconciliation and payments at We Insure Group. Leading a team to ensure timely operations and financial accuracy in a hybrid setting. 🏢🏡 Austin – Hybrid 💵 $97.6k - $122k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Financial Analyst 🕒 April 3 Integrated Water Services 51 - 200 Website LinkedIn All Job Openings Senior Financial Analyst with Integrated Water Services driving value creation through financial modeling and M&A analysis. Supporting FP&A activities including budgeting and forecasting in a fast-paced environment. 🏢🏡 Austin – Hybrid ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

data qualityreportingservice process improvementfinancial data conceptsaccount aggregationperformance reportingportfolio datacustodial data feeds

Soft Skills

relationship managementcommunication skillsproblem-solvingaccountabilitytriageclient serviceadaptability