Client Support Specialist

Job Overview

Fiducient Advisors a leading consulting firm managing over $225 billion in assets is seeking a dedicated and professional Client Support Specialist to join our team. This is a FULLTIME position based in Austin Texas United States. The successful candidate will be a crucial part of our mission-driven environment providing exceptional service and support to our valued clients. You will be joining a collaborative team focused on teamwork professional growth and delivering high-impact fiduciary work. This role offers a unique opportunity to help shape the financial futures of our clients while developing your own career through dedicated mentoring and development programmes.

Responsibilities

As a Client Support Specialist you will be the first point of contact for many of our clients ensuring their needs are met with professionalism and efficiency. Key responsibilities will include:

• Serving as the primary point of contact for client enquiries via phone email and other communication channels.
• Providing timely and accurate information to clients regarding their accounts our services and general queries.
• Resolving client issues promptly and escalating complex cases to the appropriate internal teams when necessary.
• Maintaining and updating client records with precision in our companys CRM system.
• Assisting financial advisors with the preparation of documents reports and presentations for client meetings.
• Supporting the client onboarding process to ensure a seamless and positive experience for new clients.
• Collaborating with internal departments to ensure a cohesive and high-quality client service delivery.

Qualifications

We are looking for a candidate with a passion for client service and a keen eye for detail. The ideal qualifications include:

• Proven experience in a client support customer service or administrative role preferably within the financial services or consulting industry.
• Exceptional verbal and written communication skills with a professional and personable demeanour.
• Strong organisational and time-management abilities with the capacity to prioritise tasks effectively in a fast-paced environment.
• Proficiency in the Microsoft Office Suite (Word Excel Outlook PowerPoint).
• A high degree of accuracy and attention to detail in all aspects of work.
• A proactive and problem-solving mindset with the ability to work both independently and as part of a team.
• A bachelors degree in business finance or a related field is preferred but not essential.

What We Offer

• A competitive salary range of $22 - $40 USD per hour commensurate with experience and qualifications.
• A collaborative and mission-driven work environment where your contributions are valued.
• Significant opportunities for professional growth and career development.
• Access to dedicated mentoring programmes to support your career progression.
• The chance to make a meaningful impact on the financial well-being of our clients.