Client Support Specialist

3 weeks ago


Chicago, United States Advyzon Full time

Company: Advyzon

Role: Client Support Specialist -Financial Services

Type: Direct hire, Full-Time

Location: Chicago, IL (Hybrid)

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:

• 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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