Senior Service Desk Technician (Boston, MA-Hybrid)
Posted Updated
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Senior Service Desk Technician on the IT Service Tech team, you’ll play a pivotal role as a primary escalation point for complex technical issues and provides advanced support to end-users. This position requires strong technical expertise with Windows and Mac environments, Active Directory, and Office 365 administration, as well as the ability to create, maintain, and enforce Standard Operating Procedures (SOPs). The ideal candidate has strong technical expertise, excellent communication skills, and a customer-focused mindset.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Senior Service Desk Technician role, we are seeking a candidate with proven advanced technical troubleshooting and escalation leadership to help advance end-user experience and operational efficiency. If you are a problem solver and strive at delivery excellence this may be an opportunity for you!
Responsibilities:
- Respond to incidents and service requests for calls and tickets ensuring timely resolution.
- Troubleshoot and resolve hardware, software, and basic network issues.
- Act as the escalation point for complex technical issues not resolved by service desk staff.
- Troubleshoot advanced issues with hardware, software, networking equipment, and business-critical applications.
- Train, mentor, and support junior service desk team members.
- Manage and prioritize help desk tickets, ensuring timely response and resolution, while escalating issues to team lead and/or management when appropriate.
- Assist with imaging, deployment, and maintenance of end-user hardware and backup solutions.
- Strong working knowledge of both Windows and Mac operating systems.
- Hands-on experience with Active Directory and Office 365 administration.
- Experience with service ticketing/tracking systems and remote support tools.
- Strong interpersonal and communication skills with the ability to mentor and guide junior staff.
- Ensure compliance with security policies and data protection standards.
- Utilize and contribute to the knowledge base, documenting solutions, and procedures.
Requirements:
- 6+ years of experience in IT support or service desk roles.
- Very strong analytical problem solving and troubleshooting abilities
- Excellent interpersonal and teamwork skills; able to work both independently and within a team-oriented environment.
- Ability to concisely document processes, procedures, issues, resolutions; strong writing skills required.
- Excellent interpersonal and communication skills; able to adapt instructions and guidance to the skill level of the end user.
- Self-motivated, forward thinking.
- Ability to multitask in a fast-paced environment; handle multiple issues/requests simultaneously; able to quickly re-adjust priorities on demand.
- Windows 11 end user support
- Microsoft O365 end user support
- Support, troubleshooting and imaging of hardware (Dell and Mac laptops).
- Basic knowledge of network connectivity and troubleshooting (wired and wireless), TCP/IP subnetting, DHCP, routing & switching, VPN.
- Familiarity with Microsoft Active Directory (user & computer accounts, OU’s, Group Policy) and EntraID.
- Printer support (both USB and network) – hardware, drivers, installation, print queue management, troubleshooting.
Technical Knowledge
- Experience with Windows 11 OS
- Experience with ITSM ticketing systems (JIRA, Ivanti, etc.)
- Experience with Ivanti Neurons
- Experience with OKTA verify
- Experience with Active Directory
- Experience with Microsoft Office O365
- Experience with monitoring and remote management tools
- Experience with JAMF administration
- Experience with Dell laptops
- Experience with Apple OS
- Experience with Mac laptops
Preferred Certifications:
- CompTIA A+ (220-1101)
- CompTIA A+ (220-1102)
- CompTIA Net+
- ITIL Foundation 4.0
Work Schedule: This position currently follows a hybrid work model. Employees are required to work from the office at least two days per week (Monday – Friday).
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $48,800- $65,100. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit .
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025
Skills
As published by greenhouse · 23 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (9)
- Preferred First Name optional
- If you were referred by an EFE employee, please provide their name. optional
- What is your preferred work location (city/state)?
- If yes, please list the names of your relatives at Edelman Financial Engines. optional
- If yes, please indicate when, which position, and location you applied to previously optional
- List any licenses or certifications outside of the Financial Services industry that you currently hold. optional
- If yes, please provide additional detail on the Outside Business Activity. optional
- If yes, please provide additional details on the prior involuntary termination. optional
- What are your compensation expectations?
Pick from a list (13)
- How did you hear about EFE and/or this role?
- What is your home state?
- Do you have the unrestricted right to work in the United States?
- Will you now or in the future require sponsorship for employment visa status (i.e. H-1B, EAD, OPT, TN, etc.)?
- Are you related to anyone presently employed by Edelman Financial Engines?
- Have you ever been employed by Edelman Financial Engines, Edelman Financial Services, Financial Engines, or The Mutual Fund Store?
- Have you previously applied for employment with Edelman Financial Engines?
- Select all Financial Services industry licenses and/or certifications that you currently hold optional
- Are you subject to any non-compete or non-solicitation agreements?
- Do you need any accommodations to perform the job for which you are applying?
- Are you involved in any Outside Business Activities (i.e. selling nonregistered insurance products or real estate, acting as a consultant, CPA, tax preparer, second jobs, or online social networking websites used with/for such activities)?
- Have you ever been involuntarily terminated or asked to resign from an employer?
- Please select the link below and review our Arbitration Agreement and Non-Disclosure Agreement. After reviewing the document, please select "I Agree" if you have read and accept the terms of the document and understand their importance and effect upon your employment and accept the same as conditions of your employment with the Company, and agree to be bound by the terms and conditions of the agreements.
Written answers (1)
- If yes, please provide additional detail on the accommodations needed. optional