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Client Support Specialist - Financial Services, Raleigh, NC

Provide expert front-line support to maximize user satisfaction and product adoption
Raleigh, North Carolina, United States
Entry Level
yesterday
Advyzon

Advyzon

A financial technology firm offering an integrated cloud-based platform for portfolio management, reporting, CRM, and client engagement for advisors.

Client Support Specialist - Financial Services

Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with, we strive to be the best value in advisor technology.

We're seeking a Client Support Specialist to join our team! You will be responsible for providing world class front-line product support to both new and existing users. Candidates must have strong communication skills with a passion for client service. This individual will also work closely with the Client Success and Subject Matter Expert teams to ensure all questions and concerns are addressed and resolved in a timely manner.

Primary Responsibilities:

  • Provide expert day-to-day servicing to users on the product.
  • Drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within our customer user base.
  • Contribute to service-improvement initiatives.
  • Provide feedback to the software development team for product enhancements.

Skills/Qualifications:

  • Bachelor's degree strongly preferred
  • Two or more years of experience in Financial Services preferred.
  • Understanding of investment management and/or financial services in order to anticipate the context of user's needs.
  • Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
  • Able to perform at a high level in a fast-paced work environment.
  • Strong customer support focus and the ability to exercise sound professional judgement while working with both external users and internal teams.
  • Must be organized with a keen attention to detail.
  • Ability to communicate complex concepts to users in a concise and easy to understand manner.
  • Proficient skills in Microsoft Excel.

Benefits Summary:

  • Healthcare coverage starting at $0 out of pocket for individuals
  • HSA with annual company contribution ($200/individual, $350/family)
  • Vision and Dental offered
  • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
  • $50K life and AD&D coverage at no charge
  • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
  • Unlimited PTO policy
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Client Support Specialist - Financial Services, Raleigh, NC
Raleigh, North Carolina, United States
Support
About Advyzon
A financial technology firm offering an integrated cloud-based platform for portfolio management, reporting, CRM, and client engagement for advisors.