Remote Client Success Specialist – Fintech & Trade Ops

Social Leverage; United States; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Base Salary + Annual Bonus

Comprehensive Health Benefits

Flexible PTO

100% Remote Work Flexibility

Company-Paid Holidays

Quarterly In-Person Team Events

Supportive Culture

Career Growth Opportunities

Job summary

Social Leverage is seeking a Client Support Specialist to provide exemplary support to clients regarding the Seeds platform and investment solutions. The ideal candidate will have a minimum of 2 years' experience in client support within the financial industry and a strong understanding of financial technology.

This role involves collaborating with internal teams, maintaining client records, and ensuring clients receive top-tier service. Enjoy the flexibility of working remotely in the U.S. while contributing to a dynamic team culture that values growth and collaboration.

Qualifications

• Minimum 2 years of experience in a client support or customer service role within the financial industry.
• In-depth knowledge of financial technology and RIA compliance.
• Strong interpersonal and communication skills with a client-centric mindset.

Responsibilities

• Serve as the dedicated advocate for our clients, addressing their questions and requests.
• Keep accurate records of client interactions, issues, and resolutions.
• Assist in onboarding new clients to ensure setup for success.

Skills

Customer Service

Customer Support

Problem Solving

Project Collaboration

Wealth Management

Education

Education in business, finance, communication, or a related field

Tools

CRM systems such as Zendesk

Job description

Social Leverage is seeking a Client Support Specialist to provide exemplary support to clients regarding the Seeds platform and investment solutions. The ideal candidate will have a minimum of 2 years' experience in client support within the financial industry and a strong understanding of financial technology.

This role involves collaborating with internal teams, maintaining client records, and ensuring clients receive top-tier service. Enjoy the flexibility of working remotely in the U.S. while contributing to a dynamic team culture that values growth and collaboration.