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Platform Service Analyst 

Division SCF Securities, Inc.  
Position Platform Service Analyst  
Location Fresno, CA  
Full-Time/Part-Time -unspecified-  

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a Platform Service Analyst to join our organization. In this role, you will provide technical support and advancement of the firm's technology. This position is responsible for supporting employees, house accounts, sales assistants, and clients (financial professionals) with all levels of information technology training.

In this position, you can work from the following home office location:

  • SCF Securities - Fresno, CA

Our offices throughout the country are the most effective environment for us to support and partner with financial professionals. At the same time, the health and safety of our team is our highest priority. Our COVID-19 Task Force actively monitors and tracks the ongoing status in each of our office locations, ensuring consistency with CDC guidelines and providing a safe and healthy work environment for our team members.

Duties and Responsibilities:

  • Receive general client support requests, research possible solutions, and escalate calls whennecessary to the appropriate departments.
  • Process bulk repapering for transitioning clients and support all aspects of new client onboarding.
  • Provide platform research and support for Business Development / recruiters.
  • Provide answers, support, and resolutions to inquiries from House Account clients.
  • Provide technical support for all technologies offered to our clients and employees.
  • Provide technical support for setting up clients' email addresses & Smarsh Archiving / Encryption.
  • Provide support & training for Kimberlite, Orion, Beacon, Cell Trust, DocStar, DocuSign, LaserApp,Wealthscape, NetX360, VEO One, & Schwab Advisor Center.
  • Handle all incoming correspondence regarding updates requested by clients for all technology. Mustprovide Accounting notification of subscription to or cancellation of paid services.
  • Accountable for decision making and problem solving as it relates to technology & general clientsupport.
  • Assist with clean-up of all databases researching unfunded accounts, abandoned property, andclosed accounts with balances.
  • Provide management with statistics on a daily, weekly, monthly, quarterly basis, or as needed.
  • Provide weekly status reports to the management team.
  • Provide support for various Help Desk projects, including address updates, documentation andimplementation of various enhancements, changes.
  • Develop and update user manuals to reflect changes in software and programs.
  • Continuously monitor technologies and standards and be able to research, recommend, and applynew technologies as they emerge.
  • Provide recommendations for vendor solutions based on research.
Position Requirements

Qualifications and Skills:

  • Bachelor’s Degree, preferably in Business or equivalent work experience.
  • Strong organizational & relationship management skills.
  • Excellent oral and written communication skills.
  • Strong PC and Internet skills.
  • Excellent knowledge of Windows, Windows NT and Excel.

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

  • Medical insurance
  • Dental insurance
  • Prescription drug benefits
  • Vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off
  • Paid holidays
  • Critical illness insurance
  • Veterinary pet insurance
  • Employee assistance program
  • Life insurance
  • Short & long-term disability insurance
  • Legal plan

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with nearly $100 billion of assets under administration. For more information, please visit

It’s time for the next step in your career. Apply now.


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