We are currently looking to hire for our System Support team. In this position, the System Support team member will work with clients by providing them with system support on Harmony (portfolio management software). The role requires collaboration with intelligent, energetic, and driven colleagues in a friendly and agile office setting. You will be the primary point of contact for all system support inquiries for our clients.

Provide day to day support of the Harmony system to customers.

Answer incoming phone calls and email inquiries regarding Harmony and other applicable systems.

Assist with client communications, custom reports, new client implementations, new feature launches.

Provide training of the Harmony and other applicable systems to new users.

Investigate client-reported issues by reviewing data, system configuration, workflows, and reporting outputs to determine root cause and recommend solutions.

Assist with system development to resolve technical issues and perform user testing for the development team.

Assist with data reconciliation projects; Provide support and training to users and team members,



and assist with daily administrative activities.

Help users optimize their experience with Harmony and other applicable systems.

Work with internal teams to assist the delivery of custom reports, client communication, client conversion and implementations and other client management initiatives.

A keen client services focus, an outgoing and engaging personality, and a strong desire to support a software user base of financial industry professionals all contribute to your success in this role.

Exposure to investment management, portfolio administration, reconciliation, performance measurement, or financial operations is considered an asset. Training will be provided.

Strong working knowledge of Microsoft Excel is considered an asset.

Diploma / Bachelor's Degree in Finance, Business, Economics, Math, Information Technology, or related field

If you need assistance or an accommodation due to a disability, you may contact us at View email address on apply.j-vers.com.

📌 Support Specialist - Client Support (Toronto)
🏢 Infinite Investment Systems
📍 Toronto