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Technology Customer Service Representative 

Division CUSO Financial Services, L.P.  
Position Technology Customer Service Representative  
Location San Diego, CA  
Full-Time/Part-Time Full-Time  

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 Technology Customer Service Representative (Platform Service Analyst) to join our organization. In this role, you will provide excellent customer service to clients by researching individual issues in a timely manner and following up as necessary. You will provide support and guidance to internal and external clients via telephone, WebEx and email.

In this position, you can work from any one of the following home office location(s):

  • CUSO Financial - San Diego, CA
  • Cadaret Grant - Syracuse, NY

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 Responsibilites:

  • Responds to all platform service inquiries according to published customer service standards, including the dataVISION and Unio Help line and email address
  • Primary contact for assistance with platform reporting requests and needs
  • Conducts initial login training for dataVISION, Unio, NetX360 access training, provides assistance with training modules
  • Manages global rep code / owner changes for contact records
  • Assists clients with their database cleanup projects
  • Maintains platform home page announcements/events
  • Troubleshoot and diagnose problems
  • Assist with customer service calls
  • Assist other operational groups as needed
  • Assist with desktop support including: dataVISION, Unio, LaserApp, NetX360
  • Assists with various projects, large data uploads and help requests as needed
  • Pershing IRA Waive Fee reporting
Position Requirements

Qualifications and Skills:

  • Associate's degree (A. A.) or equivalent from two-year college or technical school; or 5 years related experience and/or training; or equivalent combination of education and experience.
  • Must have ability to plan and focus on projects and have a general understanding of the investment market and terms.
  • Previous experience working in financial services industry is a plus.
  • Must be self-motivated, independent and have good interpersonal relationship skills.
  • Must also have excellent organizational skills and have the ability to manage and keep strict deadlines.
  • Proficient with all Microsoft products (i.e., Excel, Word, Outlook, PowerPoint)
  • Must have the ability to communicate effectively (both oral and written)
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or presentation form.
  • Must have the ability to identify, analyze, and solve problems involving several entities, people, or variables of a complex nature in a timely manner.

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

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

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


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