Client Services Specialist

📋 Description

• Serve as the primary contact for escalated client inquiries, ensuring timely responses.
• Investigate and troubleshoot issues with cross-functional teams (Growth, Product, Engineering, Operations).
• Triage cases, assess urgency, escalate when needed, with thorough documentation.
• Build rapport with clients through consistent, high-quality support and proactive communication.
• Identify patterns to drive process improvements, workflow updates, and product enhancements.
• Support development of client-facing Help Center content and internal docs to reduce escalations.

🎯 Requirements

• 3+ years in Financial Services/Fintech with self-clearing or omnibus clearing experience.
• Series 24 or ability to obtain.
• Track record of ownership and disciplined execution in high-stakes environments.
• Ability to prioritize ruthlessly and focus on what’s critical to drive completion.
• Client-oriented mindset with understanding of how your work impacts clients.
• Bachelor’s Degree in Finance, Business, Technology, or related field (or equivalent).

🎁 Benefits

• Competitive compensation, equity, and 401(k) match.
• Medical, dental, vision, and disability insurance.
• Paid parental leave, PTO, and observed holidays.
• Wellness reimbursement and company-provided phone.
• Personal development allowance.
• Hybrid work with in-office collaboration.