Global Client Success Specialist

DriveWealth, LLC; Chicago (IL); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

401(k) match

Paid time off

Job summary

DriveWealth, LLC is seeking a Client Services Specialist to ensure operational excellence for its global B2B clients. You will manage escalated inquiries, collaborate with onboarding, engineering, and compliance, and refine support workflows to improve client satisfaction and firm stability.

The role emphasizes ownership, regulatory adherence, and continuous improvement within a hybrid office model in Chicago. A relevant degree and Series 24 readiness are preferred.

Qualifications

• Minimum 3+ years in Financial Services/Fintech with self-clearing, omnibus clearing, or correspondent clearing relationships.
• Series 24 or ability to obtain.
• Ownership and disciplined execution in high-stakes environments.
• Ability to prioritize and drive work to completion.
• Client-oriented mindset with understanding of impact on clients.

Responsibilities

• Serve as the primary escalation point for client inquiries, ensuring timely, accurate responses.
• Collaborate cross-functionally with Client Growth, Product, Engineering, and Operations to troubleshoot issues.
• Triage cases, assess urgency, and document status and trends.
• Build rapport with clients through proactive communication and high-quality support.
• Identify patterns to recommend process improvements and product enhancements.
• Help develop client-facing help content, FAQs, and internal documentation.

Skills

Client services

Series 24

Cross-functional collaboration

Regulatory compliance

Attention to detail

Problem solving

Financial services

Education

Bachelor’s Degree in Finance, Business, Technology

Job description

DriveWealth, LLC is seeking a Client Services Specialist to ensure operational excellence for its global B2B clients. You will manage escalated inquiries, collaborate with onboarding, engineering, and compliance, and refine support workflows to improve client satisfaction and firm stability.

The role emphasizes ownership, regulatory adherence, and continuous improvement within a hybrid office model in Chicago. A relevant degree and Series 24 readiness are preferred.