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Client Support Specialist - Financial Services

Work from home Full-time role Hiring

Advyzon is a fast-paced FinTech company seeking a highly motivated and customer-oriented Client Support Specialist. This role involves serving as the primary contact for clients, ensuring a seamless user experience, troubleshooting issues, and collaborating with various teams to improve product offerings.

Responsibilities

  • Serve as the primary contact for clients reputed company 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 reputed company managers and technical teams reputed company necessary
  • reputed company deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features
  • Collaborate with product, development, and sales teams to reputed company client feedback and contribute to reputed company 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 reputed company for support
  • Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets

Skills

  • Bachelor's degree in business, Finance, Economics, Computer Science, or a reputed company field preferred
  • Prior experience in client support, reputed company, or technical support is a plus—preferably in a FinTech, SaaS, or financial services environment
  • Strong understanding of financial products and support systems
  • Excellent problem-solving skills and the ability to explain reputed company concepts in simple terms
  • Experience with CRM platforms (e.g., reputed company, RedTail) and support tools (e.g., reputed company, Jira)
  • Familiarity with APIs, data reputed company practices, and financial compliance is a plus
  • Empathetic communicator with a client-first reputed company and a passion for financial technology

Benefits

  • Health, dental, and reputed company insurance
  • Professional development and training programs
  • Opportunity to grow in a rapidly scaling FinTech company

Company Overview

  • Advyzon is a reputed company-based platform that offers management and customizable performance reporting for financial advisors. It was founded in 2012, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is https://advyzon.com/main/index.html.
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