Full-Time
Client Services Engineer
RFA
501-1,000 employees
AI-driven MSP for financial IT operations
Compensation Overview
$80k - $100k/yr
New York, NY, USA
In Person
 Customer Experience & Support (1) |
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- Bachelor’s degree in Computer Science, Information Technology, or equivalent level of hands-on experience.
- 4-7 years of related IT experience in an enterprise or server based environment.
- Must have 3+ years of recent systems maintenance and end user technical support experience.
- Strong hands-on experience in Windows Server, MS Exchange/365, Active Sync, Active Directory, LAN/WAN, MDM and Microsoft Office Suite.
- Impeccable verbal/written communication.
- Exhibit a high-level of professionalism and sound judgment.
- Provide on-site technical support to system users by troubleshooting issues and working directly with vendors to resolve major hardware and software problems.
- Maintain systems, install new equipment, and make modifications to client infrastructure as requested.
- Able to troubleshoot mobile devices (setup, email and security tokens).
- Assist system users by confidently troubleshooting Tier 1-Tier 3 issues, including: Active Directory, MS Exchange, O365, MDM, SharePoint and DNS.
- Evaluate client’s operational efficiency of different IT systems and recommend improvements.
- Manage ticket queue by manually documenting, tracking, and monitoring problems while ensuring all tickets are responded to and closed in a timely manner.
- Interact with RFA clients using clear and concise communication in order to facilitate ticket status updates and product availabilities.
- Manage MS Exchange environments and Active Directory (e.g., add, delete, change) as needed and keep up-to-date.
- Effectively demonstrate a sense of urgency while acting in a professional, calm manner and manage appropriate and realistic expectations to ensure overall client.
- Leverage critical thinking skills to evaluate all possible solutions and use appropriate judgment to apply most effective resolution methodology.
- Financial services industry and MSP experience preferred.
- Experience with ConnectWise or similar ticketing system preferred.
RFA is an AI-powered managed services provider for financial services firms. It uses the Titan AI platform to embed automation, monitoring, and analytics directly into IT operations, enabling proactive issue detection and resolution to prevent business disruptions. With 35+ years of experience and a presence in 14 locations, RFA offers managed cybersecurity, compliance, cloud, and end-user services tailored for fast-moving, highly regulated organizations. Unlike vendors that offer AI as a separate add-on, AI is built into every layer of its operations. The company aims to help client teams focus on core business priorities by keeping IT operations secure, compliant, and efficient.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
N/A
Get referred to RFA
See people who can refer or advise you
Simplify's Take
What believers are saying
- Titan's acquisition can add AI automation to RFA's managed services stack.
- RFA's 800-plus clients support premium cross-sell in cloud and cybersecurity.
- Managed detection and response fits RFA's existing hedge fund and private equity base.
What critics are saying
- Titan integration can disrupt service continuity and trigger financial-client contract reviews.
- AI-enabled competitors compress margins in managed IT, cloud, and cybersecurity.
- RFA's concentrated exposure to regulated clients amplifies damage from any compliance failure.
What makes RFA unique
- RFA specializes in IT, cloud, and cybersecurity for financial services and alternatives.
- Founded in 1989, RFA has 25-plus years serving regulated investment managers.
- RFA operates from New York and London with nine global offices.
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Benefits
Professional Development Budget