Client Support Specialist - Financial Services, Chicago

Advyzon; Chicago (IL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Professional development and training programs

Performance bonuses

Job summary

Advyzon is seeking a Client Support Specialist in Chicago to provide first-class support for their financial technology products. You will be responsible for assisting clients with inquiries, troubleshooting issues, and collaborating on product improvement. Candidates should possess a bachelor's degree and strong client support experience, preferably in FinTech. The role offers a competitive salary and benefits, including health insurance and professional development opportunities.

Qualifications

• Bachelor's degree preferred.
• Prior experience in client support or technical support.
• Strong understanding of financial products.

Responsibilities

• Serve as the primary contact for clients via various channels.
• Investigate and resolve product or service issues.
• Develop deep knowledge of the FinTech platform.

Skills

Client support experience

Problem-solving skills

Communication skills

Knowledge of financial products

Education

Bachelor's degree in business, Finance, Economics, or related field

Tools

Salesforce

HubSpot

Jira

Job description

Client Support Specialist - Financial Services, Chicago

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