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 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
Skills
- 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
Benefits
- Health, dental, and vision insurance
- Professional development and training programs
- Opportunity to grow in a rapidly scaling FinTech company
Company Overview
Advyzon is a cloud-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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