Fintech Client Support Specialist - White-Glove

Flourish; Dallas (TX); Hybrid; USD 52,000 - 80,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Flourish is seeking a Client Support Representative to assist clients by phone, email, and chat during Central Time hours, with flexibility for other US time zones. You will help resolve product questions and issues, contribute to the support playbook, and work closely with product teams and engineers in a fast-paced fintech environment.

Ideal candidates have 3+ years in client support, a FINRA Series 7 license, and a proactive, service-oriented mindset.

Qualifications

• 3+ years of Client Support experience within financial services, or similar client-facing role with a significant volume of phone or email interaction.
• A FINRA Series 7 license.
• Fingerprint background check required for FINRA eligibility.
• Curious, analytical mind with strong problem-solving skills.
• Self-starter with a positive attitude.
• Professional, personable and humble manner.
• Excellent interpersonal, verbal, and written communication skills.
• Hybrid role based in Dallas.

Responsibilities

• Support clients by phone, email, and chat with white-glove service.
• Coordinate with product, sales, and relationship management to resolve issues.
• Conduct routine client outreach and assist with onboarding and account servicing.
• Develop external client support materials, email templates, call scripts, and FAQs.
• Help scale the client support organization through playbooks, metrics, and reporting.
• Assist with scheduling and staffing to meet inbound demand.
• Train new support representatives and develop training materials.

Skills

Client support experience

Excellent communication

Problem solving

Education

High School diploma or equivalent

FINRA Series 7 license

Job description

Flourish is seeking a Client Support Representative to assist clients by phone, email, and chat during Central Time hours, with flexibility for other US time zones. You will help resolve product questions and issues, contribute to the support playbook, and work closely with product teams and engineers in a fast-paced fintech environment.

Ideal candidates have 3+ years in client support, a FINRA Series 7 license, and a proactive, service-oriented mindset.