Client Support Specialist - Financial Services, Chicago

Advyzon Enterprise; Chicago (IL); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and performance Bon

Health, dental, and vision insurance

Professional development and training

Growth opportunities in a scaling FinT

Job summary

Advyzon Enterprise in Chicago is seeking a Client Support Specialist to serve as the frontline for clients, ensuring a seamless FinTech experience and strong relationships.

You will troubleshoot, guide users through platform features, and collaborate with product, development, and sales teams to relay feedback. The role blends technical support with a customer-centric approach in a hybrid Chicago setting.

Qualifications

• Bachelor's degree in business, Finance, Economics, CS or related field preferred.
• Experience in client support or technical support in FinTech/SaaS.
• Strong understanding of financial products and support systems.
• Experience with CRM and support tools (Salesforce, RedTail, HubSpot, Jira).
• Empathetic communicator with a client-first mindset.

Responsibilities

• Serve as the primary contact for clients via ticketing, phone, and live chat.
• Investigate and resolve product issues; escalate when needed.
• Develop knowledge of our FinTech platform, including API integrations and billing.
• Collaborate with product, development, and sales to relay feedback.
• Maintain records of client interactions in CRM and ticketing systems.
• Assist in creating support docs and training resources.
• Monitor SLAs and ensure timely resolution of support tickets.

Skills

Customer support experience

FinTech / SaaS knowledge

API familiarity

Data security awareness

Client communication

Education

Bachelor's degree in business, Finance, Economics, Computer Science

Tools

Salesforce

RedTail

HubSpot

Jira

Job description

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.