Client Support Specialist - Financial Services
Advyzon is a fast-paced FinTech company seeking a highly motivated and customer-oriented Client Support Specialist. This role involves serving as the primary contact for clients, ensuring a seamless user experience, troubleshooting issues, and collaborating with various teams to improve product offerings. Responsibilities Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features Investigate and resolve product or service issues, escalating to success managers and technical teams when necessary Develop deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement Maintain up-to-date records of client interactions using CRM and support ticketing systems Collaborate on support documentation, user guides, and training resources that will assist in reducing outreach for support Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets Skills Bachelor's degree in business, Finance, Economics, Computer Science, or a related field preferred Prior experience in client support, customer success, or technical support is a plus—preferably in a FinTech, SaaS, or financial services environment Strong understanding of financial products and support systems Excellent problem-solving skills and the ability to explain complex concepts in simple terms Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira) Familiarity with APIs, data security practices, and financial compliance is a plus Empathetic communicator with a client-first mindset and a passion for financial technology Benefits Health, dental, and vision insurance Professional development and training programs Opportunity to grow in a rapidly scaling FinTech company Company Overview Advyzon is a cloud-based platform that offers management and customizable performance reporting for financial advisors. It was founded in 2012, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is