FinTech Client Support Specialist – Hybrid, Stock Options

Ultimate Staffing; Raleigh (NC); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Unlimited PTO

Stock option grants

Sabbatical after five years

Extensive onboarding

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Communication skills

Attention to detail

Fast learner

Problem solving

MS Office

Client-facing

Education

Bachelor's degree

Tools

CRM platforms

Ticketing systems

Support software

Job description

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.