Fintech Client Services Specialist — Hybrid Chicago

DriveWealth; Chicago (IL); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Paid Parental Leave

Wellness reimbursement

Company-provided phone

Personal development allowance

Paid Time Off

Observed holidays

401(k) match

Equity compensation

Job summary

DriveWealth in Chicago is seeking a Client Services Specialist to ensure operational excellence for our global B2B clients using an API-based investing platform. You will own escalations, troubleshoot issues with cross-functional teams, and help refine support workflows and client-facing content.

In this role you will work with onboarding, engineering, compliance, and legal to maintain supervisory procedures, participate in weekend coverage, and contribute to client enablement and training

Qualifications

• 3+ years in Financial Services and/or Fintech.
• Experience with clearing relationships is a plus.
• Strong ownership and disciplined execution in high-stakes environments.
• Ability to prioritize what’s critical to drive completion.
• Client-oriented mindset and cross-functional collaboration.
• Bias toward transparency, accountability, and risk awareness.
• Commitment to continuous improvement and teamwork.

Responsibilities

• Serve as the primary contact for escalated client inquiries and provide timely, accurate responses.
• Investigate and troubleshoot issues with cross-functional teams (Growth, Product, Engineering, Operations).
• Triage cases, assess urgency, document status and trends.
• Build rapport with clients through high-quality, proactive communication.
• Identify patterns and propose process improvements and product enhancements.
• Help develop client-facing Help Center content and internal docs to reduce escalations.
• Assist with training materials, onboarding flows, and operational guides.
• Collaborate with Onboarding and Relationship Management to create a seamless support model.
• Partner with Engineering to automate back-office workflows.
• Work with Compliance and Legal to review and update supervisory procedures.
• Participate in weekend support coverage.

Skills

Financial services experience

Fintech experience

Self-clearing

Omnibus clearing

Correspondent clearing

Series 24

Education

Bachelor’s Degree in Finance/Business/Technology

Job description

DriveWealth in Chicago is seeking a Client Services Specialist to ensure operational excellence for our global B2B clients using an API-based investing platform. You will own escalations, troubleshoot issues with cross-functional teams, and help refine support workflows and client-facing content.

In this role you will work with onboarding, engineering, compliance, and legal to maintain supervisory procedures, participate in weekend coverage, and contribute to client enablement and training