Client Support Specialist - Financial Services, Raleigh, NC

Company : Advyzon

Job Type : Full Time

Raleigh, Nc

Number of Applicants

000+

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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

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Client Support Specialist - Financial Services, Raleigh, NC

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

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