FinTech Client Support Specialist – Growth & Impact

Advyzon; North Hills (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and performance bonuses

Health, dental, and vision insurance

Professional development and training programs

Job summary

Advyzon is seeking a Client Support Specialist in North Hills, NC. This full-time role involves being the first point of contact for clients, ensuring a seamless user experience with our FinTech products and services. Responsibilities include addressing client inquiries, troubleshooting issues, and collaborating with various teams for product improvement. Ideal candidates will hold a degree in a relevant field and have a strong understanding of financial products. Offers include competitive salary, bonuses, and health insurance.

Qualifications

• Prior experience in client support or customer success is a plus, preferably in FinTech or financial services.
• Excellent understanding of support systems and financial products.
• Empathetic communicator with a client-first mindset.

Responsibilities

• Serve as primary contact for clients via ticketing, phone, and live chat.
• Investigate and resolve product or service issues.
• Develop deep knowledge of the FinTech platform.
• Collaborate with teams to improve product based on client feedback.
• Maintain records of client interactions using CRM.

Skills

Problem-solving skills

Excellent communication

Client relationship management

Understanding of financial products

Education

Bachelor's degree in business, Finance, Economics, Computer Science, or related field

Tools

Salesforce

HubSpot

Jira

Job description

Advyzon is seeking a Client Support Specialist in North Hills, NC. This full-time role involves being the first point of contact for clients, ensuring a seamless user experience with our FinTech products and services. Responsibilities include addressing client inquiries, troubleshooting issues, and collaborating with various teams for product improvement. Ideal candidates will hold a degree in a relevant field and have a strong understanding of financial products. Offers include competitive salary, bonuses, and health insurance.