Client Services Specialist

Client Services Specialist

Chicago, Illinois

Drive Wealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.

Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. Drive Wealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

There's never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!

The Client Services Specialist is a critical role responsible for ensuring the operational excellence and seamless experience of Drive Wealth's global B2B clients. This role oversees the daily operational support functions, acting as the primary escalation point for complex inquiries related to the API-based investing platform. Success in this role means not only resolving client issues quickly and accurately but also strengthening operational processes and ensuring regulatory adherence.

This role works cross-functionally particularly with Client Onboarding, Engineering, and Compliance, to implement a scalable and world-class support model. They will own the documentation and refinement of support workflows, directly contributing to client satisfaction and the firm's overall stability.

• Serve as the primary point of contact for escalated support inquiries from clients, ensuring timely, accurate, and service-oriented responses.
• Investigate and troubleshoot client-reported issues by collaborating cross-functionally with Client Growth, Product, Engineering, and Operations.
• Triage incoming cases, assess urgency, and escalate further when necessary, maintaining thorough and organized case documentation to track status, trends, and client feedback.
• Build strong rapport with clients by providing consistent, high-quality support and proactive communication.
• Identify patterns across inquiries to recommend process improvements, workflow updates, and product enhancements.
• Support the development of client-facing Help Center content, FAQs, and internal documentation to reduce recurring escalations.
• Contribute to ongoing client enablement by helping refine training materials, onboarding flows, and operational guides.
• Work cross-functionally with Client Onboarding and Relationship Management teams to create a seamless support model for current and future clients.
• Create a collaborative working relationship with the Engineering team to enhance the automation of back-office systems and workflows.
• Conduct meetings with the Compliance and Legal Departments to review, maintain, and update the firm's written supervisory procedures related to operational support and applicable laws, rules, and regulations.
• Participate in weekend support coverage (at least one weekend day ongoing).

• Minimum 3+ years of experience in Financial Services and/or Fintech, with specific experience in self-clearing, omnibus clearing, or correspondent clearing relationships.
• Series 24 or ability to obtain
• A track record of ownership and disciplined execution in high-stakes environments
• The ability to prioritize ruthlessly, focussing on what's critical versus important to drive work to completion
• A client-oriented mindset with an understanding of how your work impacts clients
• Strength in cross-functional partnership with the judgment to coordinate across multiple teams
• A bias toward transparency, accountability, and responsiveness in everything you do
• You're committed to continuous improvement and implicitly believe that we > I.
• Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence
• Bachelor's Degree in a relevant subject (e.g., Finance, Business, Technology) or equivalent experience.

This role is open to candidates in the following location:
Chicago, Illinois

• This role is expected to come into the office on a cadence set by the Hiring Manager/Team.
• If you're not based in the location listed above, this role is not a fit, and we cannot accommodate remote work outside these locations.
• Applicants must be authorized to work for any employer in the U.S. Drive…