Client Services Representative
Our client is an East Coast-based fintech company, specializing in cutting-edge cash management technology designed for institutional Registered Investment Advisor (RIA) clients. With over 800 clients and a strong focus on growth, they are looking to expand their team to ensure provision of top-notch support to clients as they continue scaling.
Job Summary:
The Client Investment Associate will play a key role in managing client accounts. In this position, you will serve as the primary point of contact for the firm's clients, handling inbound calls, emails, service tickets, and ensuring a seamless experience. You will also work closely with the Product and Engineering teams, providing direct client feedback to help continuously improve firm offerings. This role requires strong communication skills, attention to detail, and a passion for delivering exceptional client service.
Key Responsibilities:
- Serve as the main point of contact for institutional RIA clients, providing assistance via inbound calls, emails, and service tickets
- Manage and resolve client inquiries and service issues promptly and professionally
Collaborate with internal teams (Product, Engineering, etc.) to share client feedback and insights for product improvements - Track and maintain detailed records of client interactions and issues
- Ensure client satisfaction by providing timely and accurate solutions
- Assist with onboarding new clients and provide ongoing support as needed
- Maintain a deep understanding of the company's products and services to best serve clients
Qualifications:
- Bachelor's degree or equivalent work experience
- Minimum of 3 years of experience in a client service or customer support role, ideally within fintech, finance, or a related field
- Series 7 license required
- Strong communication skills, both verbal and written
- Ability to manage multiple client interactions and prioritize effectively
- Detail-oriented with excellent problem-solving abilities
- Comfortable working in a fast-paced, growth-oriented environment
Compensation:
Base Salary: $75,000 - $80,000
Hybrid work schedule: 3 days a week in-office, 2 days remote
Benefits: Competitive benefits package including health, dental, and vision insurance, 401(k), and more
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.