Client Support Specialist - Financial Services, Chicago
Advyzon · Chicago, IL · 2 mo ago
On-siteCustomer Service$55k–$70k/yrFull-time
Key Responsibilities
- Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
- Investigate and resolve product or service issues, escalating to success managers and technical teams when necessary.
- Develop deep knowledge of our FinTech platform, including API integrations, account management tools, billing and reporting features.
- Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement.
- Maintain up-to-date records of client interactions using CRM and support ticketing systems.
- Collaborate on support documentation, user guides, and training resources that will assist in reducing outreach for support.
- Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets.
Qualifications
- Bachelor's degree in business, Finance, Economics, Computer Science, or a related field preferred.
- Prior experience in client support, customer success, or technical support is a plus—preferably in a FinTech, SaaS, or financial services environment.
- Strong understanding of financial products and support systems.
- Excellent problem-solving skills and the ability to explain complex concepts in simple terms.
- Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira).
- Familiarity with APIs, data security practices, and financial compliance is a plus.
- Empathetic communicator with a client-first mindset and a passion for financial technology.
What We Offer
- Competitive salary and performance bonuses
- Health, dental, and vision insurance
- Professional development and training programs
- Opportunity to grow in a rapidly scaling FinTech company