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We are currently looking to hire a Client Readiness Engineerwithin our Advisor Affiliate Technology Support team. This position is critical for launching new offices for our Advisors and supporting the technology needs of new hires within our client base.

This person will work with various technology and business teams, as well as our customers, to ensure theaccurateandtimelysetup and delivery of hardware for onsite deployment teams. This includes configuration and/or imaging, testing, troubleshooting, documentation, inventory management, asset tracking,shippingand receiving, and other activities related to remote office deployments.

This is an onsite position in our Fort Mill, SC office.

Responsibilities

• Coordinate end-to-end technology readiness for advisor office launches and client new hires, ensuring equipment is delivered accurately and on schedule.

• Partner with recruiting, onboarding, deployment, engineering, and business teams to provision technology from offer acceptance through start date.

• Image andprovisionWindows endpoints using Microsoft Configuration Manager (SCCM),MicrosoftIntune,deployment task sequences, scripts, and standardized build processes.

• Configure endpoint hardware, user profiles, productivity software, security tools, and business applications.

• Configure and stageadditionaltechnology including IP phones, routers, switches, wireless equipment, printers, and other office technology.

• Perform functional testing, quality assurance, and troubleshooting to ensuredeploymentreadiness.

• Diagnose hardware failures and coordinate warranty repair or replacement with vendors.

• Manage inbound and outboundlogisticsincluding shipping, receiving, packaging, and equipment tracking.

• Maintain inventory accuracy through routine audits, stock management, labeling, and inventory organization.

• Track hardware throughout its lifecycle by documenting serial numbers, asset assignments, and disposition activities within IT Asset Management (ITAM) systems.

• Partner with Asset Management on technology refresh, equipment recovery, end-of-life processing, and environmentally responsible asset disposition.

• Maintainaccurateoperational documentation,proceduresand knowledge articles.

• Support technology distribution and recovery activities for new hires, existing employees, and offboarding personnel.

• Identifyopportunities to improve operational efficiency through process automation, standardization, and continuous improvement initiatives.

• Deliver exceptional customer service while supporting advisors, internal employees, and deployment teams.

What are we looking for?

We areseekinga highly organized, customer-focused technology professional who thrives in a fast-paced operational environment. The ideal candidate enjoys building efficient processes, solving technical challenges, andensuringevery deployment is completed with accuracy and attention to detail. They are comfortable working independently while collaborating across multiple technical and business teams and are committed to delivering an exceptional client experience.

Requirements

• Minimum 2 years of experience supporting Windows desktop environments.

• Minimum 2 years of endpoint deployment, provisioning, imaging, or desktop engineering experience.

• Experience with Microsoft Configuration Manager (SCCM) or equivalent endpoint management platforms.

• Experience with inventory control, asset management, or hardware lifecycle processes.

• Ability to prioritize multiple concurrent projects while meeting deadlines and demenstrate s trong organizational, communication, and customer service skills.

Core Competencies

• Experience in following areas: Windows 11 administration, Microsoft 365, Endpoint imaging and deployment, Hardware lifecycle management , Inventory and asset management, Desktop hardware troubleshooting, Customer service excellence and Process documentation

• Must have a continuous improvement mindset, enjoy team collaboration, good time management, and be adaptable and flexibile to change​

Preferred

• Experience with Microsoft Intune, Autopilot, or modern endpoint management.

• Experience configuring Cisco or Meraki networking equipment.

• Experience configuring VoIP phones.

• PowerShell or other scripting experience.

• Experience with ServiceNow or ITSM platforms.

• Experience with IT Asset Management (ITAM) systems.

• ITIL Foundation certification.

• CompTIA A+, Network+, or equivalent certification.

• Experience supporting advisor or branch office deployments.

• Experience working in financial services or another highly regulated industry.