Operations & Technology Specialist

Job Description

Job Description

Description :

Dynasty Financial Partners is seeking a versatile and self-motivated Operations & Tech Specialist to join our team. This hybrid role blends Application Support and Operations Support functions. While employed by Dynasty, you will reside onsite within a Network Partner (Dynasty client) office, serving as the primary point of contact for all technology and operations support needs. The successful candidate will act as both a Tier 1 / first-level Application Support resource and an Operations support specialist, ensuring seamless use of Dynasty’s proprietary platforms, integrated vendor systems, and operational workflows. You will be expected to take ownership of all Tier 1 / first-level support tickets, engaging Dynasty’s Service Desk or Operations teams when Tier 2 / second-level or subject matter expertise is required. This role is ideal for someone who is client-centric, adaptable, and eager to build strong relationships while proactively learning and mastering both technical and operational elements of their responsibilities.

Requirements :

Key Responsibilities :

Service Desk / Application Support

• Provide Tier 1 / first-level technical support for advisors and staff across Dynasty technology platforms (CRM, Black Diamond, eMoney, DocuSign, Box, and other vendor / proprietary tools as required).
• Own the Tier 1 / first-level support ticket process end-to-end, from intake and troubleshooting through resolution and documentation.
• Escalate issues to Dynasty’s Tech Application or Operation Specialists teams when necessary, maintaining clear communication and tracking.
• Support user account creation, license management, and permissions across platforms.
• Develop deep knowledge of system interconnectivity to effectively diagnose and resolve issues.

Operations Support

Client & Partner Engagement

Professional Growth & Initiative

Preferred Qualifications :

Ideal candidate will :

BENEFITS

EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.