Client Support Specialist - Financial Services, Raleigh, NC
Client Support Specialist - Financial Services, Raleigh, NC
Posted on :
06-09-2025
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1 Vacancy
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Job Description
Company: Advyzon
Role: Client Support Specialist -Financial Services
Type: Direct hire Full-Time
Location: Chicago IL (On-site)
Shift hours: Mon-Fri 8a-5p
About Advyzon
Advyzon was recently named to the Best Places to Work in Fintech list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago Illinois we are a dedicated team of entrepreneurs with decades of experience implementing servicing and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with we strive to be the best value in advisor technology.
Position Summary:
Were seeking a Client Support Specialist to join our team! You will be responsible for providing world class front-line product support to both new and existing users. Candidates must have strong communication skills with a passion for client service. This individual will also work closely with the Client Success and Subject Matter Expert teams to ensure all questions and concerns are addressed and resolved in a timely manner.
Primary Responsibilities:
Provide expert day-to-day servicing to users on the product.
Drive product adoption share best practices and implement growth and optimization strategies for maximum value and success within our customer user base.
Contribute to service-improvement initiatives.
Provide feedback to the software development team for product enhancements.
Skills/Qualifications:
Bachelors degree strongly preferred
Two or more years of experience in Financial Services preferred.
Understanding of investment management and/or financial services in order to anticipate the context of users needs.
Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
Able to perform at a high level in a fast-paced work environment.
Strong customer support focus and the ability to exercise sound professional judgement while working with both external users and internal teams.
Must be organized with a keen attention to detail.
Ability to communicate complex concepts to users in a concise and easy to understand manner.
Proficient skills in Microsoft Excel.
BENEFITS SUMMARY:
Healthcare coverage starting at $0 out of pocket for individuals
HSA with annual company contribution ($200/individual $350/family)
Vision and Dental offered
Deep discounts on supplemental plans (LTD Critical illness Hospital stay and Accident)
$50K life and AD&D coverage at no charge
401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
Unlimited PTO policy
Role: Client Support Specialist -Financial Services
Type: Direct hire Full-Time
Location: Chicago IL (On-site)
Shift hours: Mon-Fri 8a-5p
About Advyzon
Advyzon was recently named to the Best Places to Work in Fintech list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago Illinois we are a dedicated team of entrepreneurs with decades of experience implementing servicing and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with we strive to be the best value in advisor technology.
Position Summary:
Were seeking a Client Support Specialist to join our team! You will be responsible for providing world class front-line product support to both new and existing users. Candidates must have strong communication skills with a passion for client service. This individual will also work closely with the Client Success and Subject Matter Expert teams to ensure all questions and concerns are addressed and resolved in a timely manner.
Primary Responsibilities:
Provide expert day-to-day servicing to users on the product.
Drive product adoption share best practices and implement growth and optimization strategies for maximum value and success within our customer user base.
Contribute to service-improvement initiatives.
Provide feedback to the software development team for product enhancements.
Skills/Qualifications:
Bachelors degree strongly preferred
Two or more years of experience in Financial Services preferred.
Understanding of investment management and/or financial services in order to anticipate the context of users needs.
Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
Able to perform at a high level in a fast-paced work environment.
Strong customer support focus and the ability to exercise sound professional judgement while working with both external users and internal teams.
Must be organized with a keen attention to detail.
Ability to communicate complex concepts to users in a concise and easy to understand manner.
Proficient skills in Microsoft Excel.
BENEFITS SUMMARY:
Healthcare coverage starting at $0 out of pocket for individuals
HSA with annual company contribution ($200/individual $350/family)
Vision and Dental offered
Deep discounts on supplemental plans (LTD Critical illness Hospital stay and Accident)
$50K life and AD&D coverage at no charge
401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
Unlimited PTO policy
Required Experience:
Junior IC
Employment Type
Full-Time
Key Skills
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