FinTech Client Support Specialist

Ultimate Staffing; Raleigh (NC); Ibrido; USD 55.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision

401(k) matching

Unlimited PTO

Stock option grants

Sabbatical after five years

Extensive onboarding

Descrizione del lavoro

Ultimate Staffing Services in Raleigh, NC seeks a FinTech Client Support Specialist to join a growing team. This full-time role targets early-career professionals passionate about finance and technology and offers a hybrid schedule with three in-office days.

You will handle client inquiries, troubleshoot issues, and maintain CRM records while building strong relationships and contributing to knowledge resources.

Competenze

• Bachelor’s degree in Business, Finance, Economics, CS, or related field.
• Strong customer service or support experience.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational skills.
• Ability to learn quickly in a fast-paced environment.
• Proficiency with Microsoft Office applications.

Mansioni

• Serve as the primary contact for client inquiries via phone, email, and tickets.
• Troubleshoot platform, account, reporting, and operational issues promptly.
• Build strong client relationships with professional, responsive service.
• Escalate complex issues to internal teams for timely resolution.
• Document client interactions in CRM and support systems.
• Develop expertise in the FinTech platform and tools.
• Assist clients with account administration and platform navigation.
• Meet service level expectations and follow up on open requests.
• Share client feedback with internal teams to improve processes.
• Contribute to knowledge articles and user resources.

Conoscenze

Customer service

Communication skills

Attention to detail

Fast learner

Problem solving

MS Office

Client-facing

Formazione

Bachelor's degree

Strumenti

CRM platforms

Ticketing systems

Support software

Descrizione del lavoro

Salary: USD55000 - USD70000 per year + medical, dental, vision, pharmacy

Position Overview

Ultimate Staffing Services is actively seeking a FinTech Client Support Specialist to join a dynamic team in Raleigh, North Carolina. This full-time role offers a unique opportunity for individuals early in their careers who have a passion for finance and technology. The successful candidate will join a rapidly growing financial technology company that partners with financial advisors and wealth management firms nationwide. The position requires a hybrid work schedule, with three days in-office, allowing for flexibility and work-life balance.

Key Responsibilities

• Serve as the primary point of contact for client inquiries via phone, email, ticketing systems, and online support channels.
• Troubleshoot platform, account, reporting, and operational issues while providing timely resolution.
• Build strong relationships with clients by delivering professional, responsive, and solution-oriented service.
• Escalate complex issues to internal teams and collaborate to ensure successful outcomes.
• Maintain accurate documentation of client interactions within the company's CRM and support systems.
• Develop expertise in the company's proprietary financial technology platform and associated tools.
• Assist clients with account administration, platform navigation, reporting functions, and operational processes.
• Meet service level expectations and ensure timely follow-up on open requests.
• Partner with internal teams to communicate customer feedback and identify opportunities for process improvement.
• Contribute to knowledge articles, user resources, and support documentation to improve the client experience.

Qualifications

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, Computer Science, or related field.
• Strong customer service, client-facing, or support experience.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational skills.
• Ability to learn quickly in a fast-paced environment.
• Strong problem-solving abilities and willingness to take ownership of issues.
• Proficiency with Microsoft Office applications.

Preferred Qualifications

• Interest in finance, investing, wealth management, or financial technology.
• Experience working in banking, financial services, FinTech, investment operations, wealth management, or SaaS environments.
• Familiarity with CRM platforms, ticketing systems, or support software.
• Experience supporting customers in a professional services or technology setting.
• Knowledge of financial products, investment platforms, or advisor technology solutions is a plus.

Required Work Hours

Monday - Friday, with a flexible hybrid schedule allowing for three in-office days in Raleigh, NC (North Hills).

• Competitive compensation package with annual earnings ranging from $55,000 to $70,000.
• Stock option grants provided to all new hires.
• Hybrid work environment with flexibility on in-office days.
• Comprehensive benefits including medical, dental, and vision coverage.
• 401(k) with generous company match: 100% match on first 3%, 50% match on next 2%.
• Unlimited PTO.
• Extensive onboarding and training program (10 weeks).
• Clear career growth opportunities into senior support, client success, and leadership positions.
• Sabbatical program after five years of service.
• Opportunity to join a growing FinTech organization with strong long-term expansion plans.

Compensation for this role ranges from $55,000 to $70,000, with a target annual bonus of approximately $10,000 to $12,000, paid quarterly based on performance. This position is ideal for candidates who enjoy working with people, have a strong interest in finance and technology, and are looking for a company where they can build a long-term career and grow into future leadership opportunities.