Advyzon

Unified wealth management platform

Client Support Specialist - Financial Services, Chicago

Customer SupportConfirmed live in the last 24 hours

Full-timeChicago, IL, USA

About the Job

Requirements

A bachelor's degree in business, finance, economics, computer science, or a related field is preferred.
Prior experience in client support, customer success, or technical support is a plus, preferably in a FinTech, SaaS, or financial services environment.
Strong understanding of financial products and support systems.
Experience with CRM platforms such as Salesforce or RedTail, and support tools such as HubSpot or Jira.
Familiarity with APIs, data security practices, and financial compliance is a plus.

Responsibilities

Serve as the primary contact for clients via ticketing, phone, and live chat by 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 the 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 to help reduce support outreach.
Monitor service-level agreements and ensure timely resolution of support tickets.

Desired Qualifications

A bachelor's degree in business, finance, economics, computer science, or a related field.
Prior experience in client support, customer success, or technical support, preferably in a FinTech, SaaS, or financial services environment.
Familiarity with APIs, data security practices, and financial compliance.

Job Title: Client Support Specialist
Department: Customer Success / Client Services
Location: Chicago, IL
Job Type: Full-Time

About the Role
We are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team. As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Your ability to solve problems efficiently, communicate clearly, and manage client relationships will directly impact customer satisfaction and product adoption.

Key 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.

Qualifications

Bachelor's degree in business, Finance, Economics, Computer Science, or a related field preferred.
Prior experience in client support, customer success, 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 complex concepts in simple terms.
Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira).
Familiarity with APIs, data security practices, and financial compliance is a plus.
Empathetic communicator with a client-first mindset and a passion for financial technology.

What We Offer

Competitive salary and performance bonuses
Health, dental, and vision insurance
Professional development and training programs
Opportunity to grow in a rapidly scaling FinTech company

Compensation Range:
$55,000-$70,000, all in
This is a hybrid position at our Chicago location.

About the Company

Advyzon

Unified wealth management platform

Advyzon provides a cloud-based, all-in-one technology platform for wealth management, combining portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus investment management services. It works on a single code base and offers integrated modules in a centralized interface, so data moves between tools with minimal manual entry and advisers can manage portfolios, reports, billing, and client data from one system. It differentiates itself by being an end-to-end platform built from the ground up for wealth management, reducing data handoffs and repetitive tasks compared with pieced-together tools. Its goal is to streamline and unify the technology stack for wealth managers, helping advisers run their practices more efficiently, scale their businesses, and deliver consistent, transparent service to clients.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 2012

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