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Advyzon · 4 months ago

Client Support Specialist - Financial Services, Raleigh, NC

Raleigh, NC

Full-time

Onsite

New Grad, Entry Level

Advyzon is a fast-paced FinTech company seeking a highly motivated Client Support Specialist to ensure a seamless user experience and deliver best-in-class support for their financial technology products. The role involves addressing client inquiries, troubleshooting issues, and collaborating with various teams to enhance product offerings and customer satisfaction.

AdviceFinancial ServicesImpact Investing

Responsibilities

Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features

Investigate and resolve product or service issues, escalating to success managers and technical teams when necessary

Develop deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features

Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement

Maintain up-to-date records of client interactions using CRM and support ticketing systems

Collaborate on support documentation, user guides, and training resources that will assist in reducing outreach for support

Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets

Qualification

Client support experienceFinancial products knowledgeCRM platformsAPI familiarityProblem-solving skillsEmpathetic communication

Required

Bachelor's degree in business, Finance, Economics, Computer Science, or a related field

Strong understanding of financial products and support systems

Excellent problem-solving skills and the ability to explain complex concepts in simple terms

Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira)

Empathetic communicator with a client-first mindset and a passion for financial technology

Preferred

Prior experience in client support, customer success, or technical support is a plus—preferably in a FinTech, SaaS, or financial services environment

Familiarity with APIs, data security practices, and financial compliance

Benefits

Competitive salary and performance bonuses

Health, dental, and vision insurance

Professional development and training programs

Opportunity to grow in a rapidly scaling FinTech company

Company

Advyzon

Advyzon is a cloud-based platform that offers management and customizable performance reporting for financial advisors.

Founded in 2012

Chicago, Illinois, USA

51-200 employees

https://advyzon.com/main/index.html

Funding

Current Stage

Growth Stage

Leadership Team

Samantha Schwimmer

Chief Marketing Officer

Recent News

Morningstar

Advyzon and Syntax Data Enter Custom Indexing Partnership

2024-10-22

Company data provided by crunchbase