A

Client Support Specialist - Financial Services, Raleigh, NC

icon building Company : Advyzon
icon briefcase Job Type : Full Time
icon geo-alt Raleigh, Nc

Job Description - Client Support Specialist - Financial Services, Raleigh, NC


Company: Advyzon 
Role: Client Support Specialist -Financial Services
Type: Direct hire, Full-Time 
Location: Chicago, IL  (On-site)
Shift hours: Mon-Fri, 8a-5p
 
About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with, we strive to be the best value in advisor technology.
 
Position Summary:
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.
 
Primary Responsibilities:
• 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.
 
Skills/Qualifications:
• 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.
 
BENEFITS SUMMARY:
• 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
 
Original job Client Support Specialist - Financial Services, Raleigh, NC posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Share Job
Share Job
thunder icon

Get your Resume Reviewed for Free

Similar Client Support Specialist - Financial Services, Raleigh, NC Jobs in the US

thunder icon

Get your Resume Reviewed for Free

GrabJobs us
facebook icon instagram icon linkedin icon

GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast! Find the best jobs in the US, apply in 1 click and get a job today!

Mobile Apps

GrabJobs iOS App logo GrabJobs Android App logo GrabJobs Huawei App logo

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.

Privacy Policy Terms of Use