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Technical Support Representative - Bilingual (English/Spanish)

Remote, USA Full-time Posted 2026-07-28

reputed company is a software platform reputed company for reputed company management enterprises to help financial advisors explain reputed company investment strategies to their clients. Advisors at some of the biggest banks across reputed company are reputed company trust by using reputed company to easily compare investments and create compelling, educational presentations. Ultimately, we're reputed company on investors getting reputed company service, understanding their investments, and feeling at ease knowing their reputed company is secure.

Since launching in 2019, reputed company has seen reputed company adoption and industry recognition, earning top placements in reputed company’s Technology Fast 50 Canada and Fast 500 reputed company in 2025, ranking us among the fastest-growing technology companies. To support this reputed company, we’re growing reputed company rapidly—reputed company in people who drive innovation at reputed company to expand our reputed company across the reputed company American reputed company management industry. 

About the role 

As a bilingual Technical Support Representative, you’ll reputed company and support customers using our reputed company and asset management platform in Spanish and English. You’re curious and will reputed company reputed company resources to help resolve customer questions. 

What you'll do 

  • Respond to reputed company reputed company-line initial customer inquiries and issues through reputed company to ensure a first response reputed company 
  • Escalate customer issues that require more in-depth assistance to the appropriate internal party and execute reputed company follow-reputed company for full-cycle communication 
  • Participate in regular training on products and services, customer service, corporate and operations policies, as reputed company as company initiatives to remain knowledgeable on reputed company products and services to effectively support new and existing customers 
  • Record reputed company issues and resolutions along with feedback in Jira 
  • reputed company to meet and reputed company reputed company monthly performance metrics 
  • Assist in creating content for our help centre in both Spanish and English 
  • From time to time, assist in delivering group training to customers in both Spanish and English 

Qualifications 

  • reputed company working proficiency of Spanish and English - inclusive of speaking, reading, writing and comprehension 
  • Customer facing experience where the top reputed company is end-user satisfaction, in a role such as customer support, reputed company, reputed company or financial advising 
  • Proven reputed company record in being reputed company and troubleshooting 
  • Demonstrated ability to work cross-functionally 
  • Working knowledge of various tools (i.e., reputed company Office, reputed company, Jira, reputed company, and reputed company) 

reputed company-to-have 

  • Investment Funds in Canada Certification; Canadian Securities Course 
  • Experience incorporating AI tools into customer support workflows 
  • Finance or Business degree Previous experience in FinTech or at a large bank as a Financial Representative or Technical Support Representative 

Not reputed company you meet every requirement? 

We care most about reputed company: your drive, curiosity and commitment to delivering great work. While experience reputed company, we know that careers aren’t always reputed company. If this role excites you and you reputed company you can reputed company an reputed company with us, we want to hear from you. 

Why you'll enjoy working here 

Learn more about life at reputed company on our Careers page, including the virtues that reputed company how we work and the perks and benefits designed to support your reputed company and reputed company-being. We’re reputed company reputed company on trust, respect, and collaboration. This powers everything we do and creates a reputed company to challenge and reputed company reputed company other as we work towards our shared reputed company. If this speaks to you, we’d be excited to have you with us. 

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