Client Services Specialist

About the role

The Client Services Specialist is a critical role responsible for ensuring the operational excellence and seamless experience of DriveWealth's global B2B clients. This role oversees the daily operational support functions, acts as the primary escalation point for complex inquiries related to the API-based investing platform, and strengthens operational processes while ensuring regulatory adherence.

Responsibilities

• 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).

Requirements

• A minimum of 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, focusing on what’s critical versus important to drive work to completion.
• A client-oriented mindset with an understanding of how your work impacts clients.
• A bias toward transparency, accountability, and responsiveness in everything you do.
• A commitment to continuous improvement and implicitly believing that we > I.
• Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence.

Qualifications

• Bachelor’s Degree in a relevant subject (e.g., Finance, Business, Technology) or equivalent experience.

Benefits

• Competitive compensation
• Equity
• 401(k) match
• Heavily subsidized benefits and perks

Pay

$90,000 – $100,000 USD

Schedule

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. Applicants must be authorized to work for any employer in the U.S.