Enterprise Client Success Specialist

GeoWealth; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Casual work env

Competitive pay

Career growth

Flexible PTO

Maternity/paternity leave

Job summary

GeoWealth, a Chicago-based fintech, seeks an Enterprise Services Associate in Oak Brook to support large client relationships and drive adoption of the company's platform. You will be the primary contact for training, calls, and email communications, coordinating with internal teams to resolve issues and optimize client success.

You will educate clients on platform capabilities, promote user efficiencies, and build strong partnerships with external business partners.

Qualifications

• Minimum of 1 year in a client-facing role in financial services.
• Experience at a SaaS/fintech or wealthtech firm is a plus.
• Experience with TAMP and financial custodians is preferred.
• Strong communication, organization, and multitasking abilities.

Responsibilities

• Serve as primary contact for support, training, and adoption of our fintech platform.
• Educate clients on platform capabilities to boost usage and efficiency.
• Provide advisory support via calls, email, and platform walkthroughs.
• Troubleshoot issues and coordinate/escalate with internal teams.
• Maintain platform configuration, permissions, and workflows.
• Act as SME on platform functionality and partner relationships.

Skills

Client-facing

SaaS experience

Fintech knowledge

Relationship management

Technical troubleshooting

Microsoft Excel

Outlook proficiency

Education

Bachelor's degree in Finance

Tools

Turnkey Asset Management Platform (TAMP)

CRM systems

Microsoft Office Suite

Outlook

Job description

GeoWealth, a Chicago-based fintech, seeks an Enterprise Services Associate in Oak Brook to support large client relationships and drive adoption of the company's platform. You will be the primary contact for training, calls, and email communications, coordinating with internal teams to resolve issues and optimize client success.

You will educate clients on platform capabilities, promote user efficiencies, and build strong partnerships with external business partners.