View Our Website View All Jobs

Technical Support Representative

About us: Personal Capital transforms how you understand, manage and grow your net worth. It starts with providing real-time information about your finances via state-of-the-art technology, and personalized, expert guidance to ensure you’re always moving towards your financial goals.

Our award-winning online tools put all of your accounts, all in one place - including those not under our management. You’ll get real-time data that uncovers trends and accurately reflects your cash flow. And as fiduciaries, our advisors are legally bound to act in your best interest and will never put their personal financial gain above yours. This combination of transparency and independence creates an unprecedented level of insight, allowing your Personal Capital advisor to make recommendations tailored to you.


With over $4.8 billion in assets under management, and a million users of our free tools, Personal Capital is the smart way to manage your financial life. Our costs are significantly less than traditional financial advisors, with no hidden fees; we’ll never try to sell you something you don’t need.


Personal Capital.  The modern way to track and manage your net worth.


The Opportunity:  The Support team is growing and seeking Technical Support Representatives with previous Tier II technical support experience to provide moderately complex support to web-based and mobile products and services through email, desktop, chat and telephone support. Interacts with customers and troubleshoots problems to provide a high level of customer satisfaction.


The Candidate:  The ideal candidate demonstrates excellent technical aptitude, communication skills, professionalism and enthusiasm to provide clients an exceptional level of service. The candidate must thrive in high-volume, productive and multi-tasking environment.


What you will do: Performs a variety of tasks, works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a Lead or Manager.

  • Manage the day to day resolution of customer issues
  • Drive timely incident resolutions while collaborating with the team and escalating as needed
  • Contribute to methodologies, best practices, and techniques to improve our support process
  • Develop a deep understanding of the Personal Capital application
  • Provide documentation content for our on-line FAQ Support pages

Skills and Experiences:

  • Familiar with standard concepts, practices, and procedures within a technical support organization, with at least 3-5 years of experience.  Tier II experience preferred.
  • Exceptional verbal, written and listening communication skills.
  • Strong interpersonal skills, team-oriented and collaborative.
  • Past experience in supporting SaaS based applications is highly desired.
  • Financial service industry experience is highly desired, but not required.
  • Familiar with HTML and MySQL
  • BS in Computer Science or related technical field is highly preferred.
Read More

Apply for this position

Apply with Indeed
Attach resume as .pdf, .doc, or .docx (limit 2MB) or Paste resume

Paste your resume here or Attach resume file