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Technical Architect – Dynamics 365 CRM
LinkedIn Recruiter Post
Seeking experienced Dynamics 365 CRM Technical Architect for complex customizations, integrations, and solution deployment. Remote role in Canada with contractor employment type.
About the role
- IT Customer support specialist providing support to financial advisors using WealthServ. Assisting with troubleshooting, account setup, and maintaining operational workflows.
Responsibilities
- Provide day-to-day support to financial advisors using advisor-facing platforms (e.g., WealthServ)
- Account setup and maintenance
- Application and transaction status inquiries
- Policy and client data updates
- Document processing and follow-ups
- Troubleshoot platform-related issues and provide Level 1 support (login issues, navigation help, basic system errors)
- Escalate more complex technical issues to IT divisions or platform providers as needed
- Maintain accurate records of requests, issues, and resolutions
Requirements
- Experience supporting financial advisors or working in a financial services back office
- Hands-on experience with advisor platforms such as: WealthServ or similar CRM/insurance/wealth platforms
- Strong understanding of financial services operations (insurance, wealth management, or investment processing)
- Level 1 IT support experience or strong technical aptitude
- Experience with CRM systems and case/ticket tracking tools
- Knowledge of insurance or investment product administration
- Strong problem-solving ability
- Detail-oriented with strong organizational skills
Benefits
- Health insurance
- Pension scheme
- Flexible working hours
- Professional development opportunities
Job title
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Experience level
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Location requirements
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