Technical Support Representative Bilingual (EnglishSpanish)
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Job Location:
Monthly Salary:
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling educational presentations. Ultimately were focused on investors getting better service understanding their investments and feeling at ease knowing their future is secure.
Since launching in 2019CapIntelhas seen rapid adoption and industry recognition earning top placements in Deloittes Technology Fast 50 Canada and Fast 500 North America in 2025 ranking us among thefastest-growing technology companies. To support this momentumweregrowing our teamrapidlyinvestingin people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the role
As a bilingual Technical Support Representative youll educate and support customers using our wealth and asset management platform in Spanish and English. Youre curious and will leverage internal and external resources to help resolve customer questions.
What youll do
- Respond to all front-line initial customer inquiries and issues through Zendesk to ensure a first response resolution
- Escalate customer issues that require more in-depth assistance to the appropriate internal party and execute timely follow-ups for full-cycle communication
- Participate in regular training on products and services customer service corporate and operations policies as well as company initiatives to remain knowledgeable on all products and services to effectively support new and existing customers
- Record all issues and resolutions along with feedback in Jira
- Perform to meet and exceed all 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
- Professional working proficiency of Spanish and English - inclusive of speaking reading writing and comprehension
- Customer facing experience where the top priority is end-user satisfaction in a role such as customer support onboarding customer success or financial advising
- Proven track record in being resourceful and troubleshooting
- Demonstrated ability to work cross-functionally
- Working knowledge of various tools (i.e. Microsoft Office Slack Jira Zendesk and Salesforce)
Nice-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 aFinancial Representative or Technical Support Representative
Notsureyou meet every requirement
We care most about mindset:yourdrivecuriosityandcommitmentto deliveringgreat experiencematters weknow thatcareersarentalways linear. If this role excitesyouand you believe you can make an impactwith uswe want to hear from you.
Whyyoullenjoy working here
Learn more aboutlife atCapIntelon ourCareerspage including the virtues that inspire how we work and theperksand benefits designed to support your growth and team built on trust respect and collaboration. This powerseverything we doand creates a space to challenge and elevate each otheras we work towards our shared this speaks to youwedbe excited to have you with us.
Required Experience:
Unclear Seniority
Key Skills
About Company
Creating digital-first investment presentations that are informative, contextual, and transparent can help you impress your clients. Learn how to create compelling proposals that educate and engage your clients.
