Client Support Specialist - Financial Services, Raleigh, NC
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2025-12-01
Listing for:
Advyzon
Full Time
position Listed on 2025-12-01
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Overview
Company:
Advyzon
Role:
Client Support Specialist - Financial Services
Type:
Direct hire, Full-Time
Location:
Chicago, IL (On-site)
Shift hours:
Mon-Fri, 8a-5p
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.
PrimaryResponsibilities
- 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
- 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
- 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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