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Client Services Specialist

2 months ago

Dallas, Texas, United States Flourish Events Full time

Join Our Team

At Flourish Events, we are dedicated to enhancing the experiences of our clients. Our mission is to empower financial advisors to secure the financial futures of their clients through innovative solutions.

Founded with a vision to transform the financial services landscape, we collaborate with independent Registered Investment Advisers (RIAs) to provide them with access to exclusive financial products through user-friendly technology.

We currently partner with over 700 RIAs, managing assets exceeding $1.5 trillion across our offerings: Flourish Annuities, Flourish Cash, and Flourish Crypto.

About You

You are a proactive individual eager to contribute to a dynamic fintech startup as a Client Services Specialist. Your passion lies in delivering exceptional client support via various communication channels, including phone, email, and chat. You possess outstanding communication skills, both written and verbal, and excel at simplifying complex information for diverse audiences.

Your problem-solving abilities are unmatched, and you view each client interaction as a chance to enhance our overall service. You are enthusiastic about participating in all facets of a growing client support organization, from optimizing our technology to preparing insightful reports and strategizing on service improvements.

Additionally, you enjoy gathering client feedback and collaborating with our product team to relay client needs and contribute to product enhancements.

About the Role

As a Client Services Specialist, you will provide support through phone, email, and chat, utilizing both internal and external resources. You will address a variety of client inquiries, from straightforward product questions to complex issues requiring in-depth knowledge of our offerings and client situations.

Your role will involve close collaboration with our product team and engineers to resolve challenging issues in a fast-paced, evolving environment.

In addition to providing exceptional support, you will play a crucial role in shaping our client support organization. This includes:

  • Developing a comprehensive playbook for scaling our client support operations.
  • Tracking and categorizing client issues to identify trends.
  • Reporting on key metrics to enhance operational efficiency.
  • Creating and maintaining client support materials, including email templates and FAQs.

Given the compact size of our team, this position offers a unique opportunity to engage in a multifaceted role within a technology-driven environment.

Responsibilities

  • Deliver outstanding client experiences across phone, email, and chat, including technical assistance.
  • Collaborate with internal stakeholders to manage reporting and define performance metrics.
  • Develop and maintain external client support documentation.
  • Assist in scheduling support center operations to meet client demand.
  • Implement strategies to enhance client experiences and improve team efficiency.
  • Participate in training and onboarding new support representatives.

Minimum Qualifications

  • 3+ years of experience in client support within financial services or a similar role with substantial client interaction.
  • A FINRA Series 7 license.
  • Strong analytical and problem-solving skills.
  • A self-motivated individual with a positive demeanor.
  • Excellent interpersonal and communication skills.

Preferred Qualifications

  • Experience in client support process enhancements, metrics analysis, and training.

At Flourish Events, we prioritize equitable compensation by offering competitive salaries, bonuses, and comprehensive benefits for all team members.