Senior FinTech Customer Support Specialist

Peak6 Investments LLC; Austin (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Healthcare benefits

PTO

401k match

Parental leave

HSA contribution

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions is seeking a Senior Customer Support Specialist to enhance service delivery and operational efficiency for internal and external stakeholders. The role analyzes workflows, drives improvements, and supports cross-company projects to elevate client satisfaction.

You will engage with clients by phone and email, ensuring accurate processing while maintaining high professionalism. Requires a finance/business background and FINRA licensing is preferred.

Qualifications

• Bachelor’s degree in finance, business administration, or related field.
• 1 year in financial services, client-facing role preferred.

Responsibilities

• Deliver day-to-day processing and operational support to clients and internal stakeholders.
• Analyze workflows, identify inefficiencies, and implement process improvements.
• Generate reports on client satisfaction, performance benchmarks, and trends.
• Engage in strategic cross-company initiatives impacting service offerings.
• Provide responsive client support via phone and email with professionalism.

Skills

Interpersonal Skills

Problem-Solving

Stress Management

Organizational Skills

Technology Proficiency

Education

Bachelor's Degree in Finance/Business

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

AI Tools (preferred)

Job description

Apex Fintech Solutions is seeking a Senior Customer Support Specialist to enhance service delivery and operational efficiency for internal and external stakeholders. The role analyzes workflows, drives improvements, and supports cross-company projects to elevate client satisfaction.

You will engage with clients by phone and email, ensuring accurate processing while maintaining high professionalism. Requires a finance/business background and FINRA licensing is preferred.