The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.
Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.
About the role
The Level 1 IT Support role is the frontline support function for Tidal. This role handles day-to-day employee technology needs, resolves common issues quickly, and ensures tickets are properly documented and routed when escalation is needed.
Level 1 Support is critical to keeping the organization productive by providing fast, friendly, and consistent support across Microsoft 365, endpoints, and core SaaS applications—while continuously improving documentation and repeatable processes.
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Work Rhythm & Availability
· Standard working hours: 9:00 AM – 5:00 PM ET, with consistent responsiveness via Teams, email, and the ticketing system.
· Maintain a professional remote environment, reliable connectivity, and secure access using approved devices, VPN, and MFA.
· Manage incoming requests steadily, provide clear updates to users, and escalate appropriately when needed.
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What you’ll do
Frontline Technical Support
· Respond to incoming requests and tickets, providing timely support for common issues such as:
o Password resets, MFA prompts, account lockouts, access issues
o Teams/Outlook/OneDrive/SharePoint basics
o New user setup questions and general “how do I” support
o Basic Windows troubleshooting, performance checks, and software issues
· Troubleshoot and resolve issues related to Microsoft 365, endpoint devices, VPN connectivity, printers/peripherals, and basic networking (Wi-Fi, DNS basics, connectivity).
· Identify recurring issues and flag patterns to the IT Manager / Level 2 for deeper investigation.
User Provisioning & Access Requests (Standard Scope)
· Perform standard onboarding/offboarding tasks using defined checklists and processes.
· Assist with account creation requests, group membership, app access requests, and role changes per documented approvals/workflows.
· Escalate any request requiring elevated access, security review, or non-standard configuration.
Ticket Handling & Documentation
· Own tickets from intake through resolution when within Level 1 scope; escalate cleanly when outside scope.
· Document symptoms, steps taken, resolution, and user communication in the ticketing system.
· Maintain and contribute to internal documentation in Notion (FAQs, walkthroughs, onboarding steps, common fixes).
· Help improve ticket categories, routing, and intake questions to reduce back-and-forth.
Device, Hardware & Endpoint Support
· Support day-to-day endpoint needs:
o Basic laptop setup and application installation
o Troubleshoot common device issues (slow performance, missing apps, profile sync issues)
o Coordinate replacements, shipping, returns, and inventory tracking as assigned
· Support wipe/reset workflows and device compliance troubleshooting using defined procedures (escalate if advanced).
Customer Service & Communication
· Provide a high-quality support experience: friendly, clear, calm, and professional.
· Keep users informed with concise status updates and realistic expectations.
· Translate technical steps into plain language for non-technical staff.
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Professional Values
· Ownership: Follow through on assigned tickets, communicate clearly, and don’t let things stall.
· Consistency: Use checklists and documented processes; reduce “tribal knowledge.”
· Customer mindset: Be helpful and patient; make the experience smooth for end users.
· Continuous improvement: Write down fixes, improve docs, and help reduce repeat issues over time.
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Qualifications
· 1–3+ years of IT support experience (help desk / desktop support / MSP experience welcome).
· Comfortable supporting Microsoft 365 (Outlook, Teams, OneDrive, SharePoint) at a user-support level.
· Familiarity with Windows troubleshooting (drivers, updates, common app issues).
· Basic understanding of identity concepts (SSO, MFA) and access management workflows.
· Strong written and verbal communication skills.
· Experience working in a ticketing system and documenting work clearly.
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Preferred Skills
· Familiarity with endpoint management tools (MDM tools such as Rippling, or similar).
· Experience supporting common SaaS apps (Okta-like SSO environments, HRIS, finance tools, etc.).
· Basic networking knowledge (Wi-Fi, VPN, DNS basics).
· Comfort building lightweight documentation/how-tos in Notion or similar tools.
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What We Do
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our team of ETF and financial specialists brings extensive industry experience to every partnership.
