Technical Client Support Representative I (TCSR I)
Wealth AccessNashville, Tennessee, United States
Posted March 17, 2026
Full Time
About the Company
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences.
Job Description
We’re seeking a Technical Client Support Representative I (TCSR I) to serve as the front line of our client support experience. You’ll manage incoming technical requests through Zendesk, ensuring issues are clearly understood, well-documented, and efficiently routed to the right internal teams.
Requirements
- Client support experience with a strong focus on delivering a high-quality client experience
- Experience working with ticketing systems such as Zendesk, Jira, Confluence, or similar platforms
- Clear communicator who can translate client-reported issues into well-structured, actionable information
- Highly organized and detail-oriented, with the ability to manage multiple requests and priorities simultaneously
- Proactive and resourceful, with a problem-solving mindset and a willingness to dig in to understand issues
- Collaborative by nature, able to work effectively across Client Success, Engineering, and Operations teams
- Curious and eager to learn, especially within a technology or fintech environment
Benefits
- Flexible PTO
- Company-funded HSA
- 401(k) with match
- Paid downtown Nashville parking
