Fintech Client Solutions Specialist

Syntax LLC; New York (NY); On-site; USD 65,000 - 80,000; Full time

Job summary

Syntax Data is seeking a Client Solutions Representative in New York to help advisors and platform users maximize Syntax Direct. You will answer questions, assist onboarding, document issues, and route inquiries to internal teams, shaping scalable client support processes.

The role emphasizes curiosity, clear communication, and the ability to learn new technology while delivering superior client service in a fintech environment.

Qualifications

• Bachelor’s degree in finance or related field is required.
• 0–3 years in customer support or related roles.
• Excellent written and verbal communication skills.
• Strong problem-solving ability and attention to detail.
• Proficiency with MS Office and comfort learning software platforms.
• Strong organizational and follow-up skills.
• Ability to work independently and in a fast-paced environment.
• Empathy, patience, and professionalism with clients.

Responsibilities

• Respond to client, advisor, and platform user inquiries promptly and professionally.

Skills

Communication

Problem-solving

Attention to detail

MS Office

Organizational skills

Teamwork

Empathy

Education

Bachelor’s degree in finance or related field

Tools

HubSpot

Salesforce

Zendesk

Jira

Job description

Syntax Data is seeking a Client Solutions Representative in New York to help advisors and platform users maximize Syntax Direct. You will answer questions, assist onboarding, document issues, and route inquiries to internal teams, shaping scalable client support processes.

The role emphasizes curiosity, clear communication, and the ability to learn new technology while delivering superior client service in a fintech environment.