Client Support Representative

Red Oak; United States; Remote; USD 31,000 - 54,000; Full time

Job summary

A leading company in compliance connectivity for financial services is seeking a Client Support Representative. This remote position plays a critical role in client satisfaction by providing timely, accurate, and empathetic support in a fast-paced SaaS environment. Ideal candidates will have 1-3 years of relevant experience and a Bachelor's degree in a related field.

Benefits

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Disability insurance

Qualifications

• 1–3 years in a client support or client-facing role, preferably in SaaS or financial services technology.
• Strong commitment to delivering exceptional customer service.
• Excellent verbal and written communication skills.

Responsibilities

• Respond to client inquiries via email, phone or virtual meetings.
• Troubleshoot and resolve product-related issues.
• Assist with onboarding and training new users.

Skills

Problem Solving

Customer Service

Communication

Technical Aptitude

Education

Bachelor’s degree in Business, Communications, or related field

Tools

CRM systems

Job description

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Red Oak

Red Oak is the industry’s first and only compliance connectivity platform purpose-built for the financial services industry. We specialize in advertising review, registration and licensing management, employee supervision, and content distribution; helping Wealth Managers, Asset Managers, Broker-Dealers and Banks reduce risk, drive efficiency, and stay ahead of regulatory demands.

Founded in 2010 by compliance and technology veterans, our mission is simple: to reduce regulatory risk, make the complex simple, and deliver best-in-class support to our clients. Today, more than 2,300 firms trust Red Oak to help them navigate compliance with confidence.

As a Client Support Representative at Red Oak, you will be the frontline connection between our clients and our technology. You will play a critical role in ensuring client satisfaction by providing timely, accurate, and empathetic support. This role is ideal for someone who is passionate about helping others, thrives in a fast-paced SaaS environment, and is eager to grow their career in client success and support. You will work closely with internal teams to resolve issues, improve processes, and ensure our clients receive exceptional service.

Key Responsibilities:

• Respond to client inquiries via email, phone or virtual meetings with professionalism, accuracy, and empathy.
• Troubleshoot and resolve product-related issues, escalating complex cases to the appropriate internal teams when necessary.
• Collaborate with Product Management and Client Success teams to ensure timely resolution of client issues and feedback loops.
• Assist with onboarding and training new users to ensure successful adoption of Red Oak’s platform.
• Identify recurring issues and contribute to the development of support documentation, FAQs, and knowledge base articles.
• Monitor support metrics and contribute to continuous improvement initiatives to enhance the client experience.
• Stay up to date on Red Oak’s product features, industry trends, and compliance requirements to better support client needs.

Skills/Qualifications:

Experience: 1–3 years in a client support or client-facing role, preferably in a SaaS or financial services technology environment. Hands-on experience with the 4U compliance connectivity platform is highly desirable.

Education: Bachelor’s degree in Business, Communications, or a related field preferred.

Client Focus: Strong commitment to delivering exceptional customer service with a problem-solving mindset, including diagnosing platform issues and developing effective workarounds when applicable.

Communication: Excellent verbal and written communication skills, with the ability to explain technical concepts clearly and concisely.

Technical Aptitude: Comfortable navigating SaaS platforms and support tools; experience with CRM systems (e.g., Salesforce) and ticketing platforms is a plus.

Team Collaboration: Ability to work cross-functionally and contribute to a collaborative, high-performance team environment.

Adaptability: Thrives in a fast-paced environment and is comfortable managing multiple priorities with attention to detail.

Work Structure

This is a remote position with a preference for availability during standard Pacific Time Zone business hours.

At Red Oak, we believe that our success is directly tied to the satisfaction and success of our clients. If you are passionate about customer satisfaction, have a knack for problem-solving, and thrive in a dynamic, fast-paced environment, we would love to hear from you. Join us and be a part of a team that is committed to making a difference for our clients every day.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Software Development and Financial Services

Referrals increase your chances of interviewing at Red Oak by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Disability insurance

Get notified about new Customer Support Representative jobs in United States.

United States $31,200 - $53,600 2 weeks ago

United States $50,000 - $60,000 3 days ago

Customer Support Specialist, Luxury Stores Customer Service

United States
$46,000.00
-
$87,000.00
1 week ago

Customer Experience Associate I - Remote

San Francisco, CA
$22.00
-
$23.00
5 days ago

United States
$45,000.00
-
$55,000.00
1 week ago

Remote Call Center Customer Service Representative

Customer Service - WFH - No experience required- $55K- $150K

United States
$55,000.00
-
$150,000.00
3 days ago

United States $40,300 - $48,350 5 days ago

Healthcare Customer Service Representative - Remote

Customer Service Representative - CCC Mountain/Pacific Time Zones

Customer Service - WFH - No experience required- $55K- $150K

United States $55,000 - $150,000 1 day ago

Customer Service - WFH - No experience required- $75K- $200K

United States $75,000 - $200,000 1 day ago

Customer Service - WFH - No experience required- $75K- $200K

United States $75,000 - $200,000 1 day ago

Customer Service - WFH - No experience required- $55K- $150K

United States $55,000 - $150,000 1 day ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.