Professional Search Group OC is partnering with a leading financial-services solutions provider to source a Technical Assistance Center Specialist for an upcoming seasonal project starting in between May-July. This is a temporary role with potential for extension based on performance and business needs. We are looking for an energetic, tech-savvy professional who enjoys helping customers, learning new systems, and solving problems creatively.
This position is a temporary role, fully remote, and candidates must reside in California.
About the Client
Our client supports financial institutions nationwide, helping them improve performance and enhance customer experience through top-tier service and managed solutions. Their culture emphasizes empowerment, teamwork, and accountability—creating an environment where employees thrive and deliver exceptional results.
Technical Assistance Center Specialist Responsibilities
- Become an expert in assigned software and hardware platforms
- Train customers on new systems, tools, and application features
- Provide live demos and guide users through navigation and functionality
- Troubleshoot incoming calls, chats, and emails from customers
- Replicate technical issues to identify root causes and solutions
- Assist with testing of systems, networks, and hardware when needed
- Install or support updates to software and hardware
- Maintain accurate documentation of customer interactions and resolutions
- Support internal teams through knowledge sharing and peer training
- Participate in team meetings and complete assigned training
- Collaborate with management to improve workflows and efficiencies
- Maintain a professional, supportive, and customer-focused approach at all times
Technical Assistance Center Specialist Qualifications
- Live in California
- Available for a temporary position
- Proficiency with Windows and Microsoft Office (Mac experience is a plus)
- Comfort working with software, hardware, and system updates
- Excellent Customer Service experience required
- Excellent written and verbal communication skills
- Strong attention to detail and ability to work independently
- Patience, empathy, and the ability to explain technical concepts simply
- Solid time-management and problem-solving abilities
- Positive, proactive, “go-getter” attitude
- Team-oriented mindset
Preferred Qualifications
- 3–5 years of experience in technical support or training
- Background in financial or banking environments
- Strong active-listening skills
- Leadership or mentoring experience
Apply with Professional Search Group OC today!