Client Support & Implementation Specialist

Client Support & Implementation Specialist

Join BetaNXT as a Client Support & Implementation Specialist.

About BetaNXT:
BetaNXT is a leading provider of frictionless wealth management infrastructure, real‑time data solutions, and an enhanced advisor experience.

This hybrid position (3 days in office, Cary, NC) supports broker‑dealer clients, driving satisfaction and strategic partnerships in the Investor Communications space.

• Serve as a trusted advisor to clients, offering expert guidance on BetaNXT’s Investor Communication services and ensuring seamless service delivery.
• Support the Relationship Management team by participating in client meetings and user groups, strengthening relationships and identifying growth opportunities.
• Maintain and nurture client relationships, ensuring expectations are met and exceeded.
• Participate in project management initiatives for new Investor Communications offerings, contributing strategic insights and execution support.
• Partner with technology teams to develop and refine software solutions aligned with client needs.
• Collaborate with operations to uphold quality control standards and ensure consistent service excellence.
• Facilitate client onboarding processes including scheduling, reporting, issue tracking, and risk escalation.
• Conduct analysis of incoming and outgoing data to support seamless platform transitions.
• Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations.
• Lead client‑facing calls and meetings, providing direct support, documentation, and follow‑up throughout the onboarding lifecycle.
• Coordinate cross‑functional resources to meet client needs.
• Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle.

• 6+ years of hands‑on business operation experience in the financial services industry.
• Demonstrated expertise in client‑facing project management.
• Proven experience in a B2B environment and ability to build and maintain strong client relationships.
• Exceptional organizational and time‑management skills; able to prioritize and complete tasks within established deadlines.
• Proficiency in Microsoft Office Suite; effective use of email and phone communication.
• Excellent verbal and written communication skills.
• Proven research capabilities and attention to detail.
• Excellent analytical and problem‑solving skills.
• Travel to client locations is required.