Client Support Specialist

Burjline Builders; Austin (CO); On-site; USD 30,000 - 55,000; Full time

Benefits offered by this job

Salary paid hourly

Mentoring programmes

Career development opportunities

Collaborative culture

Impactful work for clients

Job summary

Fiducient Advisors in Austin, Texas, United States, seeks a Client Support Specialist to join our team. This full-time role focuses on delivering exceptional service to clients, assisting financial advisors, and maintaining accurate CRM records.

You will handle inquiries via phone and email, prepare documents for client meetings, support onboarding, and collaborate with internal teams. A bachelor's degree is preferred; Microsoft Office proficiency is required; training and mentoring are provided.

Qualifications

• Experience in client support or administrative roles, preferably in finance/consulting.
• Excellent verbal and written communication with a professional demeanour.
• Strong organisational and time-management abilities in a fast-paced environment.
• Proficiency in Word, Excel, Outlook, and PowerPoint is essential.
• Accurate data entry and CRM record-keeping.
• Bachelor's degree in business/finance is preferred but not essential.

Responsibilities

• Serve as the primary contact for client inquiries via phone, email, and other channels.
• Provide timely and accurate information about accounts and services.
• Resolve client issues and escalate complex cases when needed.
• Maintain client records in the CRM with precision.
• Assist financial advisors with documents, reports, and presentations.
• Support onboarding to ensure a smooth client experience.
• Collaborate with internal teams to deliver high-quality service.

Skills

Client support

Communication

Organisational skills

Microsoft Office

Detail-oriented

Team player

Education

Bachelor's degree (preferred)

Tools

Microsoft Office Suite

Job description

Job Overview

Fiducient Advisors, a leading consulting firm managing over $225 billion in assets, is seeking a dedicated and professional.

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 FULL_TIME 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

• 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 company's 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

• 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 bachelor's 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.