Enterprise Client Success Specialist

GeoWealth, LLC

Chicago (IL)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Casual work environment
Performance-based bonuses
Flexible PTO

Job summary

GeoWealth, LLC is seeking an Enterprise Services Associate in Oak Brook, IL to support large client relationships, serve as the primary contact for adoption and training of our fintech platform, and coordinate with internal teams to resolve client issues. You will educate clients, perform platform walkthroughs, and act as a SME on platform functionality.

The role requires strong communication, organizational skills, and a customer-focused mindset in a fast-paced fintech environment.

Job description

GeoWealth, LLC is seeking an Enterprise Services Associate in Oak Brook, IL to support large client relationships, serve as the primary contact for adoption and training of our fintech platform, and coordinate with internal teams to resolve client issues. You will educate clients, perform platform walkthroughs, and act as a SME on platform functionality.

The role requires strong communication, organizational skills, and a customer-focused mindset in a fast-paced fintech environment.

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