Client Support Specialist - Financial Services, North Hills, NC

Advyzon Enterprise; Kitty Hawk (NC); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Professional development

Training programs

Job summary

Advyzon Enterprise in Raleigh, NC, is seeking a Client Support Specialist to be the first point of contact for clients, delivering best‑in‑class support for our FinTech products and services. You will troubleshoot, guide users through platform features, and collaborate with product, development, and sales teams to relay client feedback for continuous improvement.

The role requires strong problem‑solving, clear communication, and a client‑first mindset, with a hybrid work setup at our North

Qualifications

• Bachelor's degree in business, Finance, Economics, CS, or related field.
• Experience in client support or technical support preferred, in FinTech/SaaS.
• Familiarity with CRM and support tools and APIs is a plus.

Responsibilities

• Serve as primary contact for clients via ticketing, phone, and live chat.
• Troubleshoot issues and guide users through platform features.
• Investigate and resolve product or service issues, escalate when needed.
• Develop knowledge of the FinTech platform, including API integrations.
• Collaborate with product, development, and sales to relay client feedback.
• Maintain records of client interactions in CRM and ticketing systems.
• Monitor SLAs and ensure timely resolution of tickets.

Skills

CRM experience

Problem solving

Communication skills

Technical support

FinTech knowledge

API familiarity

Education

Bachelor's degree in Business, Finance, Economics, CS, or related field

Tools

Salesforce

RedTail

HubSpot

Jira

Job description

Job Title

Client Support Specialist

Department

Customer Success / Client Services

Location

North Hills, NC

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 North Hills/Raleigh location.