Client Support Analyst

About the role

InvestCloud Product Support Team ensures seamless operation of financial applications for wealth managers, focusing on rapid issue resolution and client satisfaction. The Client Support Analyst diagnoses software, hardware, and network problems, investigates financial plan errors, and mentors junior staff while adhering to security practices. Based in Bengaluru, India, this role is on-site at the Vaishnavi Tech Park office.

What you’ll do

• Diagnose and resolve client-reported software, hardware, and network issues
• Investigate financial plan outputs and identify root causes
• Escalate and coordinate issue resolution across departments
• Mentor junior staff on IT processes and security practices
• Maintain composure during high-pressure calls and ensure timely resolutions
• Track and complete daily scheduled support activities accurately
• Identify recurring issues and develop readiness assessments
• Communicate clear requirements to escalation points

What you’ll bring

• Bachelors degree in Computer Information Systems or related field
• Minimum 2 years application support experience in financial industry
• Advanced troubleshooting and analytical skills
• Strong customer service and communication abilities
• Experience with financial planning tools
• Familiarity with Zendesk ticketing system
• Call center experience
• French language fluency (preferred)

Nice to have

• Bachelors degree in Computer Information Systems or related field
• 2+ years application support in finance
• Advanced troubleshooting
• Customer service focus
• Excellent verbal and written communication
• Time management and organizational skills
• Experience with Zendesk
• Knowledge of financial concepts

Skills